Our fractional controllers and CFOs help you finish the year knowing exactly how your business performed, so you can make good decisions now and walk into next year with a plan for profitability and cash flow.
Reconciled accounts, corrected financials, and a close package your CPA can work from without the back-and-forth.
How the year actually performed, what drove the results, and where margin or cash slipped.
A budget, cash flow forecast, and targets that show what needs to happen to reach your goals next year.
A controller owns the accuracy of your financials. They close the books, catch errors, and make sure the numbers you use for decisions can be trusted.
Most growing businesses need that oversight at year-end but not a full-time salary. Our fractional controllers step in for the work you need and stay through your close.
Pick one piece or hand us the whole thing. We scale to what you need.
We fix your books so you can close the year cleanly.
A clear look at how the year went and what drove the results.
Get ahead of January filing deadlines.
Clean, tax-ready financials delivered directly to your CPA.
Turn this year's results into a plan for next year.
A real-time dashboard tracking the metrics that matter most to your business, so you can easily monitor performance throughout 2027.
A 90-minute working session with the owner and key leaders.
A fractional controller reconciles your accounts, corrects errors in your books, prepares year-end adjusting entries, and delivers tax-ready financials to your CPA. You get controller-level oversight for the work you need without hiring full time.
No. Each service stands on its own. Many clients start with the books cleanup and CPA close package, then add 2027 planning once the numbers are clean.
Yes. We deliver the close package directly to your CPA and handle communication with them throughout tax prep.
As soon as possible. Starting before December 31 gives you time to act on decisions like equipment purchases, bonuses, and owner distributions while they can still affect your 2026 results. It also means your 2027 budget and plan are ready on January 1, so you aren't running the first months of the year without one.
Book a call to talk through where your books stand and which services make sense for your business, or send us a message and we'll follow up.