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Calm. High-level. Clear direction.
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
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Growing businesses with bookkeeping already in place
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Teams tired of double-checking numbers they should trust
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Companies that want financial clarity without dashboards, coaching, or chaos
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 remains calm and consistent so systems scale without noise.
This isn’t tax. It isn’t coaching. It isn’t CFO strategy.
It’s structure. And structure scales.
The Structure Behind the Service
All services are built on the same controller-level foundation.
What changes is how much structure is built, preserved, or executed.
How Structure Shows Up
Structure is the foundation of every engagement. It is embedded directly into the close, reporting, and financials you rely on month to month. Some businesses need structure built deliberately. Others need structure preserved and validated.
In every case, structure shows up in the numbers themselves.
One Financial Cadence
All services operate on the same underlying rhythm so leadership always knows what is stable, what is changing, and when numbers can be relied upon. This shared cadence ensures continuity while allowing each service to stay true to its role.
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Monthly Close (Soft Close)
A management-level close focused on consistency, visibility, and internal decision-making.
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Quarterly Close (Hard Close)
A validated close with reconciliations, adjustments as needed, and period locking to produce a reliable quarterly snapshot.
What Differs by Service
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Controller Lite Package
Designed for businesses with an already functional accounting foundation that need consistent close quality, validation, and reporting clarity. Operates on top of existing bookkeeping or execution support and does not include transactional processing.
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Financial Clarity Package
Designed for businesses that need structure built, corrected, or stabilized. This engagement establishes durable accounting structure before transitioning into ongoing reporting under a recurring cadence.
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Accounting Execution Package
Designed for companies that want both accounting execution and oversight handled within a single, structured cadence. Includes transactional accounting alongside month-end close and reporting, resulting in a system that runs reliably with minimal founder involvement.
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Hourly Accounting Support
Designed for businesses that want flexibility and control over scope. Work is performed on an hourly basis and tailored to the specific needs selected, making it a fit for targeted support or evolving situations where a packaged service is not the right fit.
What’s Not Included
To keep work focused on durable financial structure, the following are not included unless explicitly scoped:
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CFO-level advisory, forecasting, budgeting, or investor reporting
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Coaching, strategic advisory, or KPI interpretation beyond existing accounting records
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Operational management or staff supervision
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Tax filing or compliance services (including sales tax, income tax, payroll tax, or information returns)
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External-use or third-party reliance reporting
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Real-time, chat-based, or always-on communication models
For Controller Lite and Financial Clarity Package only:
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Ongoing transactional accounting execution is not included as part of the recurring service.
These are not gaps. They are guardrails that protect clarity, quality, and sustainability.
Where You Can Go From Here
Whether your foundation is already stable or needs to be rebuilt, the next step is choosing the level of structure your business needs.
When additional needs arise, scoped projects can be added without changing the core engagement.
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.