Calm. High-level. Clear direction.

Structure Over Chaos. Clarity Over Complexity.

Most founders don’t realize they need a Controller — until the numbers stop making sense, even with a bookkeeper in place. That’s where I come in. I run the close, build clean internal reporting, and surface what matters financially — without pulling you into the weeds. Policy design, ledger cleanup, and control structure are all available — but only when scoped intentionally as a special project. The core service stays calm and focused — so your systems scale without chaos, noise, or constant handholding.

Who This Is For

Funded or bootstrapped startups or scaling businesses
Teams with an in-house bookkeeper or Accounts Payable Specialist
Founders tired of double-checking everything
Businesses that need financial clarity — not dashboards, coaching, or chaos

Who This Is Not For

Overly cost-sensitive founders
Teams still building basic operations or AR/AP
Businesses looking for tax prep, CFO guidance, or coaching
Anyone hoping for full-stack finance — that’s not what I do

Why a Controller — and Why Now?

Most founders don’t realize the real problems start after bookkeeping is in place. The numbers technically tie, but nothing feels clear. A controller bridges that gap — turning data into structure, surfacing what actually matters, and ensuring financial signals don’t get lost in the noise. It’s not about adding meetings or dashboards. It’s about building a system that runs quietly in the background so your team isn’t flying blind or buried in chaos.

This isn’t tax. It’s not coaching. It’s not CFO strategy.
It’s structure — and structure is what scales.

The Structure Behind the Service

Structure Comes First

Before anything else, structure comes first.
That means one consistent close, organized reports, and financials you can trust month to month.
I build structure into the financials — not your team’s workflows.
- You keep operating as usual — though I may request adjustments if something impacts clarity, accuracy, or the integrity of the close.

Every Client, Same Foundation

Every client receives the same Financial Clarity Package — built around a consistent monthly and quarterly cadence.

This structure ensures you always know what’s changing, what matters, and what’s stable — without the noise.

Monthly (Soft Close):

Management-level soft close for visibility. Provides directional clarity, but not a full close. These numbers are for management use only and may be adjusted at the quarterly hard close.

Quarterly (Hard Close):

Balance Sheet, Profit & Loss (2x: YTD and MoM), and Cash Flow Statement (historical only). Reporting is consolidated into a structured quarterly view, giving leadership a reliable big-picture snapshot each quarter.

Board-Level Metrics (7):

Leadership selects seven metrics, fixed for six months (revisited after Q1 and Q3). This consistency keeps results comparable. Metrics outside the financials I prepare can be calculated from inputs provided, but are not validated.

Trend Graphs (3):

Three graphs are delivered each quarter, with focus areas set for each half-year (refreshed after Q1 and Q3). Custom graphs are forward-only and require at least two data points; if only one is available, I’ll substitute a graph from my default set. See the default set here →

System Efficiency Refinements:

Small refinements are included in the monthly close when they fall inside my scope (like tightening a process I directly own). If refinements touch other roles (bookkeeping, compliance, or systems outside the close), they’re scoped separately as add-on projects.

All reports are prepared for internal management use only. They are non-GAAP, not audit or review, not a representation of financial position, and not designed to detect fraud or irregularities.

What’s Not Included

Income tax services
Bookkeeping / AR / AP
Forecasting / CFO-level work
Coaching

These aren’t gaps — they’re guardrails. They let me focus on what I do best: giving founders financial structure that holds up under pressure.

For Hospitality Founders

I offer a reduced onboarding rate of $150/hour (normally $175/hour) for aligned operators in the hospitality space. While I don’t specialize in this area yet, I’d like to — and this discount reflects that focus. The standards don’t change, but the rate applies only to the onboarding hourly period and is subject to availability. See full details here →