Supporting today's forward-thinking businesses through nationwide controller services.


Our outsourced controller services are specifically designed to suit the exact needs of growing businesses. With a focus on businesses with a minimum of $2 million in annual revenue (and scaling to $100+ million and higher), our controllers are responsible for overseeing all client accounts, providing timely insights and financial advice, and carrying out proactive account management, a standard of excellence at

All Controllers are CPAs with extensive experience in financial management and controller services. They oversee all work completed by our full-time bookkeepers, close client books on a monthly or quarterly basis and provide consultations on a wide variety of client matters.

Some of the specific responsibilities our outsourced controller services offer to clients:

  • Management of accounting and bookkeeping processes
  • Budgeting and forecasting
  • Financial reporting
  • Cash flow management and projections
  • Accounting documentation, including processes, procedures, and operations manuals
  • Job costing and inventory tracking
  • Key metric benchmarking
  • Third-party accounting software selection and implementation
  • Reporting and oversight of month-end closings
  • Audit preparation and advisory service
  • Management of accounting and bookkeeping processes
  • Establishing Internal Controls
  • Developing KPIs and Measuring Against Benchmarks
  • Financial Strategy & Strategic Planning
  • Monitoring marketing spend & tracking against budgets
  • Overseeing accounting staff
  • Advising on financial decisions

Client Specific Needs Such As:

Inventory, Capital Assets, Prepaid Expenses, Accrued Expenses, Accrued Payroll, Deferred Revenue, Work In Process (WIP), Compensation Programs (salary and incentive), Bonus and Commission Plan Design Assistance, Cash Management, Accounting System Establishing and Maintaining, Internal Controls Establishing and Managing, Assistance with Forecasting, Customer Analysis Reports, Financial Reporting, Major Expense Analysis, Accounts Receivable and Accounts Payable Management, Shareholder Presentation Preparation, Manager Training for Understanding and Interpreting Financial Reports, Assistance with Product Pricing Decisions, Profitability Analysis for Products and Divisions, Capital Budget Monitoring, Special Report Preparation for Investors, Accounting Rules and Regulations Compliance, Trend Tracking & Profitability Analysis, Financial Trend Analysis and DCAA Compliance.



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