Senior review on every close, variance commentary, and the controls behind your numbers. A senior set of eyes on everything, so nothing closes until it's right.
These are the situations that prompt teams to add a controller layer. If more than one applies, the gap is costing you.
CEO, B2B SaaS
CFO, Professional Services
COO, E-Commerce
CEO, SaaS · Series A
Founder, Healthtech
COO, Services
The work below covers the full scope of a controller layer. What your engagement covers, and at what depth, is scoped to your business before we start.
A senior controller signs off on every reconciliation, entry, and balance before close. Nothing reaches leadership unverified.
A written monthly read on what moved and why, against both prior period and the operating budget we build and own.
We track working capital and flag tightening cash early, so cash flow becomes a management tool, not just a statement.
A written checklist runs the same close every month, removing variability and key-person risk.
We close gaps in approvals, access, and reconciliations to cut error and fraud risk as the team grows.
Trial balances, schedules, entity records, and financing docs kept current, so you're ready when diligence hits, not scrambling.
We configure your platform, chart of accounts, and close workflow, refining it as your business grows more complex.
Reviewed monthly packages and the exact schedules your board, CPA, or lenders ask for, ready on cadence.
A structured monthly cadence, not ad hoc fire drills.
Transaction coding, reconciliations, and accrual entries finalized. We coordinate with your bookkeeper or handle the close directly.
Controller reviews every account, flags discrepancies, and signs off. Nothing leaves review without being checked against the prior period.
Variance commentary, reconciled statements, and updated documentation delivered. Your team has what they need before the board or investor call.
We document what we find and build it into your close process, so the team gets more efficient each month, not just more supervised.
Reconciled statements, variance commentary, and the supporting detail your leadership and CPA rely on, on a predictable cadence.
| Profit & loss | Actual | Budget | Var |
|---|---|---|---|
| Revenue | 847,000 | 812,000 | +4.3% |
| Gross profit | 578,000 | 545,000 | +6.1% |
| Operating expenses | (471,000) | (468,000) | +0.6% |
| Net income | 107,000 | 77,000 | +39% |
Example of the monthly reporting package we deliver, illustrative.
Two recent controller engagements: situation, work, and outcome.
A Series A SaaS company had an inconsistent, late-running close each month. Revenue recognition had not been formalized and the team could not produce reliable statements in time for each month-end review.
Built a close checklist, established ASC 606 revenue recognition policies, and created a monthly reporting template. The close now finishes early each month and statements are review-ready by default.
An e-commerce brand received a financial audit request from a potential acquirer. Their books had been maintained but not reviewed, documentation was thin and reconciliations were inconsistent.
Performed a full balance sheet review, rebuilt reconciliations for the trailing 12 months, and assembled a due diligence package. The audit was completed without material findings.
A reviewed close, written variance commentary, and reporting your leadership can act on. We reply the same day, or by the next business day.