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Accounting Services
Controller-level accounting services provide the operational structure that keeps financial reporting reliable as companies grow.
Structure Over Chaos. Clarity Over Complexity.
Many growing companies don’t recognize they need controller-level structure until the numbers stop making sense, even with basic accounting services in place. This work sits between bookkeeping and CFO strategy. It keeps the close reliable, reporting clear, and decisions grounded, without pulling leadership into the weeds.
Who This Is For
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Founder-led businesses where the numbers have stopped feeling reliable
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Companies that have outgrown ad hoc bookkeeping and need real structure
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Teams that want clean, decision-ready financials without dashboards, coaching, or chaos
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Especially well suited to SaaS, robotics, hardware, inventory, hospitality and operationally complex businesses.
Why a Controller, and Why Now?
Controller-level structure stabilizes the close and strengthens internal reporting before instability compounds. The numbers become reliable. Decisions become grounded. Structural changes are handled deliberately when needed, while the core service stays calm and consistent, so systems scale without noise.
The Full Scope of Support
Delivered through monthly packages, Add-Ons, or Hourly Support, depending on what you need.
Controller Level
◆ Monthly Soft Close
◆ Quarterly Hard Close
◆ Adjusting Journal Entries
◆ Key Balance Sheet & P&L Reconciliations
◆ Unusual Variances Researched & Explained
◆ Financial Reporting Package
◆ Close Checklists & Automation
Hands-On Execution
◆ Accounts Payable Batches
◆ Customer Invoicing
◆ Transaction Entry & Coding
◆ Bank & Credit Card Reconciliations
◆ General Ledger Maintenance
◆ W-9 Collection & 1099 Filing
Projects & Specialized Work
◆ Historical Cleanup
◆ Sales Tax Registration & Filings
◆ Accounting Policies & Documentation
◆ Audit & Tax Support Schedules
◆ Forecast-to-Actual Updates
◆ System Transitions & Special Projects
Works alongside:
Compare the packages below, or book a free call.
Your leadership on strategy and forecasting, and your tax provider on income tax filings.
Not sure where to start?
What I Take Off Your Plate
Choose the engagement model that fits how your accounting needs operate.
Fixed-price retainers provide defined recurring scope and predictable monthly pricing, while
Hourly Accounting Support provides an adaptable ongoing relationship billed based on time incurred.
Retainer
Build Structure That Frees You.
Designed for founders who want clean, consistent financials and the confidence to make decisions without second-guessing. If that’s what you’re building toward, I’m here.