Fractional Controller Services

Designed for businesses that have outgrown basic bookkeeping but aren’t ready for a full-time controller.

  • Monthly close oversight and financial review

  • Accurate profit & loss, balance sheet, and cash flow reporting

  • Accruals, inventory, and revenue recognition support

  • Cash flow forecasting and short-term planning

  • Management reporting and KPI tracking

  • Advisor-level insights for owners and leadership

Accounting Cleanup & Catch-Up

For businesses with messy, incomplete, or unreliable financials that need to be fixed before moving forward.

  • Historical reconciliations (bank, credit cards, loans)

  • Correcting misclassified transactions

  • Cleaning up balance sheet accounts

  • Fixing prior-period errors and adjustments

  • Organizing books for lenders, investors, or tax filings

Strategic CPA Advisory

High-level financial and tax guidance for owners who want to make smarter decisions, not just file returns.

  • Tax planning and entity structuring

  • Cash flow and profit optimization strategies

  • Business decision support (pricing, hiring, expansion)

  • Audit, diligence, and investor readiness

  • Ongoing advisory for complex or growing businesses

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