Month-end close management, GAAP-compliant reporting, and the controls that make your books reliable enough to bet on. Outsourced controllership for growth-stage businesses.
Strategic finance is only as good as the books underneath it. Controllership is where that foundation lives.
There's a moment in every growing business when bookkeeping stops being enough — when you need accruals done correctly, financial statements that hold up to scrutiny, and a close process that doesn't take three weeks every month.
That's controllership. It's the operational discipline that turns transactions into reliable financial statements — and it's often the missing piece for businesses that have outgrown their bookkeeper but aren't ready for a full-time controller.
We provide outsourced controllership oversight: managing the close, ensuring accuracy, designing internal controls, and preparing your books to withstand audits, due diligence, or the next stage of growth.
Controllership is less about novelty and more about consistency — getting the fundamentals right, every month, on time.
Structured close calendars, accrual workflows, and review processes that produce reliable financials within a defined window each month.
Income statements, balance sheets, and cash flow statements prepared in accordance with US GAAP — investor-ready and audit-ready.
Bank, credit card, intercompany, and balance sheet reconciliations performed and reviewed monthly. No surprises at year-end.
Segregation of duties, approval workflows, and controls over cash, payroll, and revenue — calibrated to your size and stage.
Audit-ready workpapers, schedules, and supporting documentation. We act as the liaison with external auditors so your team can stay focused.
Coordination with tax preparers, sales tax compliance oversight, and ensuring your books are clean enough to make tax season uneventful.
The tangible outputs of a controllership engagement — what shows up in your inbox each month.
Income statement, balance sheet, cash flow statement, and key reconciliations — delivered on a defined cadence with management commentary.
A documented monthly close process with clear ownership, deadlines, and review steps. Predictable instead of chaotic.
Documented policies and procedures around cash, payroll, AP, AR, and journal entries — the kind of documentation that holds up to scrutiny.
When the auditor or buyer comes calling, the supporting schedules and workpapers are already prepared. No fire drills.
Controllership engagements often start with a diagnostic of your current close and reporting process, followed by a 60–90 day cleanup and stabilization period.
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