Close your books on time, trust your numbers, and drive profitability without hiring a full-time controller. Built with a deep understanding of business operations, financials, business intelligence, systems, KPI’s, QuickBooks and NetSuite.
Month-end in 5 business days
Audit-ready workpapers
CFO-grade insights
12-Month Trend
Close, reconciliations, AR/AP, revenue recognition, fixed assets, and inventory accounting dialed in and documented.
Flash P&L, KPI packs, cohort views, unit economics, variance analyses, and board-ready decks on cadence.
SOX-minded controls, dosing checklists, segregation of duties, and audit support without the bureaucracy.
Tight cash forecasting, pricing guardrails, landed cost accuracy, and margin rescue tactics that actually stick.
Month-end done in days, not weeks, with audit-ready workpapers and clear owner accountability.
NetSuite admin, Snowflake modeling, WMS integrations, and automated 131 that grows with you.
Engagements ramp to lit your stage. Cancel anytime with 30-day notice.
Included:
✓⃝ Coding and posting of transactions
✓⃝ Bank and credit card reconciliations
✓⃝ General ledger maintenance
Not Included:
✖ Review, analysis, or advisory services
Included: All Basic services plus
✓⃝ Controller-level expense review
✓⃝ Cost optimization analysis
✓⃝ Vendor pricing review
✓⃝ Financial oversight
Not Included:
✖ AP/AR execution or lender communications
Included: All Basic and Gold services plus
✓⃝ Full Accounts Payable and Accounts Receivable management
✓⃝ Bank and lender communication
✓⃝ Loan covenant monitoring
✓⃝ Month-end close
✓⃝ Comprehensive financial reporting
✓⃝ Monthly close-out meeting with forward-looking business planning discussions.
Real outcomes: faster closes, cleaner audits, healthier margins.
“We cut month-end from 18 days to 6 and finally trust inventory. Our lender stopped asking for weekly fire drills.”
VP Finance, Consumer Electronics
“Their NetSuite and WMS fixes paid for themselves in 60 days. Our contribution margin jumped 5 points.”
COO multi-channel Retailer
“Best board pack I’ve seen from a non-public company. Clear, honest, and actionable”
Independant Director
We review chart of accounts, close steps, reporting cadence, and controls to baseline the work.
Triage, then implement systems and reporting changes that eliminate recurring fires.
Operate the close, deliver insights, and evolve models as the business grows.
Corporate Controller provides accounting, controller, and financial advisory support for small to mid-sized businesses ($1 to $50mm Revenue). We focus on building clean financial systems, reliable reporting, and disciplined processes so business owners can make informed decisions with confidence.
We operate as an extension of your internal finance team, scaling our involvement based on your needs.
Bookkeeping focuses on recording transactions. Corporate Controller focuses on accuracy, oversight, controls, and insight.
We don’t just enter data—we review it, question it, negotiate it, reconcile it, and translate it into meaningful financial information. The goal isn’t just clean books; it’s decision-ready financials.
No. We complement internal teams or serve as a fractional solution where a full-time hire is not yet practical.
Our role is to strengthen financial operations, provide structure, and deliver clarity—whether that supports an existing team or fills a temporary gap.
We typically work with small to mid-sized businesses ($1 to $50mm) that need stronger financial oversight but are not yet ready for a full internal finance department.
This includes growing companies, founder-led businesses, and organizations preparing for scale, financing, or operational complexity.
We work across multiple industries and focus more on process discipline and financial integrity than niche specialization.
Our services are especially valuable for businesses with inventory, recurring transactions, multi-channel sales, or operational complexity.
No. Corporate Controller does not provide legal advice and does not provide tax advice unless explicitly agreed to in writing.
We frequently coordinate with your CPA, tax advisor, or legal counsel to ensure financial data is accurate and organized for their work.
We support modern accounting platforms and financial tools commonly used by growing businesses. Our work is system-agnostic, with an emphasis on clean data, proper setup, and consistent processes.
Specific systems and integrations are addressed during onboarding.
Pricing depends on the scope of services, transaction volume, and level of involvement required.
All engagements are clearly defined in writing, with transparent pricing and no surprise fees. Our focus is long-term value, not short-term volume.
Onboarding begins with an initial review of your current financial setup, processes, and objectives.
From there, we define scope, establish controls, align systems, and create a clear operating rhythm. The goal is to stabilize first, then optimize.
Reporting frequency is based on your engagement level and business needs. Most clients receive monthly financial reporting, with additional analysis or reviews as required.
We emphasize consistency and clarity over volume.
Yes—when authorized. We regularly coordinate with external stakeholders to ensure financial information is accurate, timely, and aligned.
All third-party communication requires client approval and follows defined confidentiality protocols.
You do. Clients retain ownership of their financial data at all times.
Corporate Controller’s role is to organize, analyze, and report on that data in accordance with agreed terms.
We follow strict confidentiality practices and implement administrative and technical safeguards consistent with industry standards.
Access is limited to authorized personnel, and information is shared only as necessary to perform services.
Yes. Termination terms are outlined in your service agreement. We believe in earned trust and clear expectations, not forced commitments.
The first step is an introductory conversation to understand your business, challenges, and goals.
If there’s a fit, we’ll outline a clear scope, timeline, and engagement structure.
Stay connected with helpful updates, practical tips, and thoughtful insights, delivered with care and intention.