Fractional Controller

Fractional Controller Services Include:

  • Quarterly calls to review financial performance and KPIs
  • Monthly calls to discuss management and financial items
  • Assistance with closing month-end, quarter-end, and year-end including a review of journal entries
  • Annual budgeting and quarterly forecasting
  • Creating financial report packages including Profit & Loss Statements, Balance Sheets, and Cash Flow Statements
  • 13 week Cash Flow Forecast
  • Coordination with CPA firm on tax matters
  • Ongoing communication – ready to answer questions between scheduled meetings

Recommended for businesses in the $2M-$5M revenue range

About

Fractional Controller

The controller serves as the vital connection between a CFO and the accounting team, overseeing financial reporting, budgeting, cash flow management, and additional responsibilities. Successful organizations understand the significance of thorough financial supervision. However, not all businesses have the resources or need for a full-time controller. This is where our Fractional Controller services shine—offering the skill and attention to detail of a dedicated controller without necessitating a full-time salary commitment.

As a startup, we don’t need a CFO yet. But we need the expertise of one. So fractional controller services are a perfect fit. We really enjoy working with John.

Dr. William B. Bronson

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