What We Deliver
Our Controllership Services go beyond balancing the books. We provide the financial clarity, discipline, and safeguards that keep your business running smoothly today while setting the stage for growth tomorrow. Here’s what you can expect:

Accurate & Timely Financial Statements
Monthly closes, reconciliations, and reports you can trust.

Internal Controls & Compliance
Safeguards to reduce risk, prevent fraud, and ensure GAAP/IFRS alignment.

Audit Readiness
Preparation, documentation, and support for external reviews.

Cash Management Oversight
Monitoring of accounts payable, receivables, and treasury policies.

Technology & Process Optimization
Streamlined ERP/accounting workflows to scale with your business.

How Controllership Differs from CFO Services
- CFO = Using the numbers to drive strategy and growth.
- Controllership = Ensuring the accuracy, timeliness, and reliability of financial reporting.
Our Controllership offering sits between bookkeeping and CFO advisory. It’s the discipline that ensures your books aren’t just “done” but are decision-ready.

Who Controllership
- Businesses outgrowing basic bookkeeping but not ready for full CFO oversight
- Companies preparing for financing, audits, or expansion
- Organizations needing improved reporting and stronger internal controls

Pricing Matrix
Tier |
Monthly Fee |
Best For |
Key Inclusions |
---|---|---|---|
Starter Controllership | $2,500 – $4,500 | Businesses graduating from bookkeeping | Monthly close & reconciliations, Basic financial statements (P&L, Balance Sheet, Cash Flow), Accounts payable/receivable oversight, Compliance checklists |
Growth Controllership | $5,000 – $7,500 | Companies scaling with multiple revenue streams | All Starter services, Departmental reporting & variance analysis, Internal control framework, Cash flow monitoring & forecasting support, Audit prep package |
Advanced Controllership | $8,500 – $12,000 | Firms preparing for investors, lenders, or exit | All Growth services, Consolidated reporting (multi-entity), Advanced compliance (GAAP/IFRS standards), ERP/accounting system optimization, Investor/lender reporting packs, Audit & due diligence readiness |
Optional Add-Ons:
- Payroll administration ($500–$1,000/month depending on headcount)
- Systems integration (custom quote)
- On-site controller presence (blended daily rate)
Ready to Tighten Controls and Strengthen Reporting?
We bring Wall Street–level rigor to Main Street and mid-market companies. Our controllership services give you confidence in your numbers, while our CFO and FP&A services turn those numbers into forward-looking strategies.
Contact us to discuss how our Controllership Services can support your growth.
