A controller, without the hire.
You need someone who owns the close, signs off the numbers, and tells you what they mean. That does not have to be a salary, a search, and a single point of failure.
Book a Free Consultation →You have outgrown a bookkeeper and cannot justify a controller.
The gap between those two is where most growing companies sit, and it is expensive in ways that do not show up on the payroll line.
The close is late, or optimistic
Numbers arrive three weeks after month-end, and get revised. You are steering on a stale instrument.
Nobody reviews the bookkeeper
Not a criticism of them. Every accounting function needs a second pair of eyes, and yours may not have one.
Reporting is a spreadsheet somebody rebuilds
Every month, by hand, from exports. Slow, fragile, and impossible to audit.
You are the controller
The founder or CFO is doing reconciliations at the weekend. The most expensive labour in the company on the cheapest work.
One person holds everything
The close lives in someone head, and holiday is a risk event. Nobody writes this one down until it happens.
Audit or diligence is coming
And you are not confident the file would survive it.
The function, not just the hours.
A named CPA who owns the outcome, plus the automation that removes the work a person should not be doing.
The close, owned
A fixed calendar, a documented checklist, and a CPA accountable for the result. Same time every month, boring on purpose.
Reporting you can act on
Management reporting that answers the question you asked, delivered on a schedule, with the source traceable when you push on a number.
Review and controls
Segregation where it matters, approval where it matters, and a second set of eyes on the work. Not bureaucracy - the minimum that makes the numbers defensible.
Automation included
AP capture, reconciliation, and reporting automated as part of the engagement, not sold as a separate project. This is why the economics work.
Documented, not held in a head
What runs, when, and who owns it - written down. If we parted ways tomorrow you would have the process.
A real person, not a queue
You get the CPA doing the work, not an account manager relaying questions to an offshore team.
Cheaper than the hire, and that is not the main reason.
A controller in most US markets is a six-figure salary plus benefits, plus the search, plus the risk that the person you hire is not the one you needed. We cost less than that. But the argument we would actually make is different: a hire gets you one person doing manual work, and this gets you a CPA plus the automation that removes the manual work. The reason we can charge less is that a lot of what a controller does all day should not be done by a human at all.
Led by a CPA who also holds the CISSP.
An outsourced finance function means handing someone access to your bank feeds, your ledger, and your payroll. That pairing of credentials is rare in accounting, and it means we start from the least access that does the job rather than the most convenient. Automation goes only as far as you are comfortable with, and every automated action is logged and reviewable.
Find out what this would actually cost you.
Thirty minutes, no charge. Bring your last close and the thing about it that bothers you most.
Book a Free Consultation →