Senior review on every close, variance analysis with written commentary, and the controls that make your financials board-ready.
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.
Every reconciliation, journal entry, and balance is reviewed by a senior controller before the books are closed. Nothing reaches leadership or investors without verification - which is the entire point of a controller layer.
Each month you receive a written explanation of what moved and why - covering both prior-period comparison and performance against the operating budget. The controller also owns the annual budget process: building it, maintaining it, and tracking actuals against it month by month. Not just the numbers - the business story behind them.
The controller layer is where cash flow stops being a statement and starts being a management tool. We track working capital movements, flag payment timing issues, and identify periods where cash is likely to tighten - before they become a problem rather than after.
A written close checklist means the same sequence runs every month regardless of who is in the room. It removes variability, protects against key-person risk, and makes the business easier to audit or hand off.
We identify gaps in approval workflows, access controls, and reconciliation coverage. Practical recommendations - not theoretical compliance theatre - that reduce the risk of errors and fraud as the team grows.
Maintained properly every month, your books are ready when the request comes - not scrambled together the week before. Trial balances, supporting schedules, entity records, and financing documentation kept current.
We configure your accounting platform, structure the chart of accounts, and document the close workflow. As your business grows, we continuously refine the process to match your complexity.
Board-ready packages and the schedules lenders or investors ask for, prepared on your monthly cadence - so you are never scrambling the night before a meeting.
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 board and investors expect - on a predictable cadence.
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 investor-ready statements in time for board meetings.
Built a close checklist, established ASC 606 revenue recognition policies, and created a board package template. The close now finishes early each month and statements are investor-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 board can act on. We reply the same day, or by the next business day.