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Controller-level accounting provides 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 bookkeeping 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

  • Founder-led businesses where the numbers have stopped feeling reliable

  • Companies that have outgrown ad hoc bookkeeping and need real structure

  • Teams that want clean, decision-ready financials without dashboards, coaching, or chaos

  • 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.

Tasks covered by
Brett J. Federer Accounting, APC

A package-agnostic view. The two green layers are everything the firm can run.

The layers above and below stay with your leadership and your tax provider.

Additional tasks not shown here are available via Add-Ons. 

Controller Layer

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  • ​Monthly Soft Close

  • Material Exceptions Flagged

  • Quarterly Hard Close

  • Quarterly Financials Issued

  • Reporting Integrity Maintained

  • Existing Structure Maintained

  • Historical Cleanup

  • Accounting Policy Creation

  • Capitalization Policy Creation

  • Segment Reporting

  • Accounting Workflow Redesign

  • Accounting Stabilization

Executive Leadership

  • Strategic planning

  • Business decisions 

  • Board meetings / preparation

  • Staff management and payroll

  • Forecast creation & ownership

  • KPI calculation and interpretation

Bookkeeper Layer

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  • Data Entry & Bank Reconciliations

  • Accounts Payable

  • Accounts Receivable

  • General Ledger Maintenance

  • 1099 Preparation & Filings

Tax Provider  / Available Add-Ons

  • Sales/Use Registration + Filings (Add-On)

  • Annual Filings (Add-On)

  • Select State & Federal Compliance Filings (Add-On)

  • Audit or Tax Support Schedules (Add-On)

  • Income Tax Advisory or Filings
  • Nexus Analysis

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

Controller Lite
Package

Maintain the System through Monthly Closes

Monthly Soft Close

Material Exceptions Flagged

​​

Quarterly Hard Close

Quarterly Financials Issued

(Internal-Use)

Capitalization Policy Created

Monthly Retainer

Financial Clarity Package

Build and Stabilize the System plus monthly closes

Monthly Soft Close

Material Exceptions Flagged

Quarterly Hard Close

Quarterly Financials Issued

(Internal-Use)

Capitalization Policy Created

Historical Cleanup

 

Accounting Policy Creation

 

Accounting Stabilization

Monthly Retainer

Accounting Execution Package

Operational execution plus monthly closes

Monthly Soft Close

Material Exceptions Flagged

Quarterly Hard Close

Quarterly Financials Issued

(Internal-Use)

Capitalization Policy Created

Accounts Receivable

Accounts Payable

Data Entry

 

Bank Reconciliations

1099 Preparation & Filing

Monthly Retainer

Need Something Extra?

Layer additional services onto a retainer package, from AP/AR support to sales tax filings and historical cleanup.

Hourly

Hourly Accounting Support

Flexible ongoing accounting support as priorities evolve.

Monthly Soft Close

Material Exceptions Flagged

Quarterly Hard Close

Quarterly Financials Issued

(Internal-Use)

Capitalization Policy Created

Historical Cleanup

 

Accounting Policy Creation

 

Accounting Stabilization

Accounts Receivable

Accounts Payable

Data Entry

 

Bank Reconciliations

1099 Preparation & Filing

​​Other Select Routine or Complex Accounting Needs

Hourly

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.

Phone

(805) 410-8647

Email

Connect

LinkedIn

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