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Summary

A focused overview built to respect your time.

When the Business Grows Past Its Structure

You built something that works, where the clients, the service, and the product all make sense. What slowly begins to pull at your time is everything around it, the accounting that technically exists but still depends on you to interpret it, the close that feels heavier as revenue grows, and the small financial questions that keep resurfacing just when you are trying to move forward.

This is often the stage where bookkeeping is in place and growth is real, yet the structure behind it has not matured to match. Nothing is falling apart, but nothing feels fully settled either, and that quiet tension absorbs more of your attention than it should.

That gap is where controller-level discipline makes a difference. The goal is to introduce structure and consistency into the accounting layer, so leadership can operate with clearer visibility.

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When the roots hold, you stop managing instability and start leading.

That steadiness changes how the business feels, and everything above them can grow.

What Changes When Structure Holds

Without
Controller-Level Structure

  • Accounting absorbs leadership time and energy
     

  • Close cadence drifts
     

  • Reports require interpretation
     

  • Accounting close has no owner
     

  • Cash feels reactive
     

  • Historical issues resurface
     

  • Standards shift
     

  • Decisions require digging

With
Controller-Level Structure

  • Leadership stays above the accounting
     

  • Close runs on a cadence
     

  • Reports are structured for clarity
     

  • Accounting close has an owner
     

  • Cash position is clearly presented
     

  • Each close is approached cleanly
     

  • Standards hold
     

  • Decisions rest on stable numbers

Structured Options

THE FOUNDATION

Every package is built on the same controller-level month-end close.

THE DIFFERENCE

What changes is what's layered above or below that foundation.

THE PRINCIPLE

Pricing reflects the structure required — not the size of your business.

Feature
Controller Lite
Financial Clarity Package
Accounting Execution Package
Hourly Accounting Support
Purpose

Controller-Level Close Discipline

System Rebuild and Stabilization

Integrated Accounting Execution

Flexible Hourly Accounting Support

Structure

Structured Package

Structured Package

Structured Package

Flexible by Design

Billing Method

Monthly Retainer,

Overage as needed

Monthly Retainer,

Overage as needed

Monthly Retainer,

Overage as needed

Hourly Only

Controller-level close

System rebuild / stabilization

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AR, AP, Data Entry, Preparation of 1099s

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Package Details

A NOTE ON SCOPE

Compliance functions such as payroll processing, sales tax filings, income tax, and annual state requirements remain with your existing providers. The focus is the structural layer above them: close discipline, reporting integrity, and the financial backbone that allows leadership to operate with confidence. Additional structural projects may be scoped once the foundation is stable and the system is running cleanly.

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How would you describe your current accounting situation?

RECOMMENDED PACKAGE

You have a working foundation. What’s missing is disciplined, consistent oversight to keep it stable. Controller Lite preserves your structure without rebuilding it.

Controller Lite Package

RECOMMENDED PACKAGE

Your books need to be rebuilt or stabilized before they can be reliably maintained. The Financial Clarity Package fixes the foundation first — then keeps it running.

Financial Clarity Package

RECOMMENDED PACKAGE

The Accounting Execution Package removes transactional accounting from your plate entirely — close, reporting, accounts receivable, accounts payable.

Accounting Execution Package

RECOMMENDED PACKAGE

Controller-level support billed hourly. No retainer. No contract. Designed for businesses that need targeted help without long-term commitment.

Hourly Accounting Support

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The Person Behind the Work

Brett J. Federer is a Certified Public Accountant (CPA) and former Controller with over a decade of experience building financial systems under real operational pressure — not in theory. He worked inside a high-growth artificial intelligence and robotics SaaS company through Series C fundraising, and within a global enterprise food organization where a fully paperless accounting system was designed and implemented across 40+ employees at North American locations.

That experience shaped a clear standard: structure must hold under pressure.

This firm was built around what held. Not the full stack. Not the overhead. Not the responsibilities that belong to a CFO or a bookkeeper. Only the structural accounting layer most growing companies have never formally owned: the close discipline, reporting integrity, and systems designed to run quietly and reliably so leadership can operate above the accounting instead of inside it.

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SERVICE AREA

Remote controller-level accounting
for 
California businesses, wherever you
operate.

Ventura County
San Diego County
Santa Barbara County
California-Wide
Orange County
San Francisco Bay Area

All services are delivered remotely within each client’s existing systems, allowing work to be performed effectively and consistently month over month. Geographic location does not affect scope, or cadence of the engagement, and organizations both within and outside California are supported.

Build Structure That Frees You.

 

I’ve designed this system for founders who want clean, consistent financials and the confidence to make decisions without second-guessing.

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If that’s what you’re building toward, I’m here.

Phone

(805) 410-8647

Email

Connect

LinkedIn

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