Expert-Level Financial Oversight—Without the Full-Time Cost

For many small and mid-sized businesses, hiring a full-time Financial Controller may not be financially feasible. At The Accounting Firm, we offer a more practical solution—on-demand controller service led by professionals with CPA-level expertise and over 25 years of specialized experience serving businesses throughout the Washington DC Metro Area.

Our controller service is designed to deliver high-level financial management, reporting oversight, and internal controls—scaled to your needs and available when you need them most. Whether you’re experiencing rapid growth, undergoing a transition, or simply want stronger financial oversight, our controller service provides the structure and insight to support sound decision-making. We work seamlessly with your existing accounting operations to elevate your financial management to the next level.

Our Controller Services Include:

Financial Oversight & Executive Reporting

We compile and analyze your financial data, then communicate meaningful results and insights to ownership and key stakeholders. Our controller service transforms raw financial information into strategic intelligence that drives business growth and operational excellence.

Benefit: Receive clear, actionable reporting that supports strategic business decisions and enhances stakeholder confidence. Our executive-level reports provide deep financial analysis, trend identification, and performance metrics that go far beyond basic financial statements.

Annual Operating Plan Preparation

We work with you to build a comprehensive annual operating budget and performance plan aligned with your company’s goals and growth strategy. This strategic planning process, a cornerstone of our controller service, integrates forward-looking projections with industry benchmarks and historical performance data.

Benefit: Maintain financial discipline with a forward-looking plan that guides resource allocation and performance evaluation. Our QuickBooks ProAdvisor certification ensures your planning integrates seamlessly with your existing accounting systems and provides real-time tracking capabilities.

Internal Reporting Systems & Procedures Design

We design and implement customized internal procedures and system-generated reports to improve accuracy, consistency, and efficiency. Our controller service establishes the framework that makes your financial operations more effective, reliable, and audit-ready.

Benefit: Enhance operational transparency and eliminate errors with standardized, well-structured accounting workflows. We create systems that provide management with real-time financial visibility and support data-driven decision-making at every level of your organization.

Fixed Asset Management

We track, categorize, and maintain accurate records of your company’s fixed assets, including depreciation schedules and asset disposals. This specialized component of our controller service manages complex asset accounting requirements that are often overlooked but critically important for accurate financial reporting..

Benefit: Maximize the value of your assets, ensure accurate reporting, and remain compliant with audit and tax standards. Proper fixed asset management protects your balance sheet integrity, optimizes tax deductions, and provides clear documentation for insurance and financing purposes.

Credit Policy & Customer Management Oversight

We establish and monitor credit policies and customer account processes to improve cash flow and mitigate credit risk. Our controller service creates a comprehensive accounts receivable management system that balances customer relationships with financial protection.

Benefit: Strengthen receivables management and reduce exposure to late or non-payments. We help you maintain healthy cash flow—critical for restaurants, healthcare providers, construction companies, and other businesses we serve throughout Alexandria, Fairfax, Loudoun County, and the greater DC region.

Bank & Financial Institution Reporting

We prepare and submit timely and accurate financial reports for lenders, banks, and other financial partners as required. Our CPA-led controller service ensures your financial statements meet institutional standards and present your business in the best possible light for lending and investment decisions.

Benefit: Build and maintain trust with financial institutions through consistent, compliant reporting that supports access to capital. Whether you’re seeking SBA loans, lines of credit, or investor funding, our controller service provides the documentation, credibility, and professional presentation you need.

Why Choose The Accounting Firm?

• CPA-Led Support: Every controller service engagement is overseen by experienced accounting professionals with deep technical expertise and 25+ years serving small and mid-sized businesses. Our credentials and experience ensure you receive strategic guidance, not just transaction processing.
  
  
• Flexible Engagement: Our controller service is available hourly or on a project basis, customized to your organization’s unique structure and needs. We adapt to your business cycle, providing intensive support during peak periods and scaled services during quieter times.
  
  
• Scalable Oversight: Whether you need interim support, fractional oversight, or ongoing controller-level services, our controller service adapts to your operational environment. As your business grows, our services scale with you—from foundational financial management to comprehensive CFO-level strategic planning.
  
  
• Cost-Effective Leadership: Access expert-level financial control without incurring the cost of a full-time hire—no salary, no benefits, no long-term commitment. Our clients typically save 60-70% compared to hiring a full-time controller while gaining access to broader expertise and CPA-level credentials
  
  

• Industry Expertise: We understand the unique financial challenges facing restaurants, healthcare providers, construction companies, IT firms, non-profits, and daycare facilities. Our controller service addresses industry-specific issues like project-based accounting, cash flow management, employee classification, and regulatory compliance.
  
  
• Proven Track Record: With over 25 years serving the Washington DC Metro Area and an average client relationship lasting 8+ years, we’ve helped hundreds of businesses strengthen their financial operations and achieve sustainable growth through our controller service.
  
  

Many businesses reach a point where basic accounting isn’t enough but a full-time controller isn’t justified. Consider our controller service if you’re experiencing:

• Rapid business growth requiring more sophisticated financial oversight and strategic planning

• Difficulty understanding or trusting your current financial reports and performance metrics

• Challenges securing financing due to inadequate financial documentation or presentation

• Internal control weaknesses or concerns about fraud risk and financial accuracy

• Transition periods such as ownership changes, major expansions, or operational restructuring

• Regulatory compliance requirements beyond routine accounting and tax preparation

• Need for strategic financial planning, budgeting support, and performance analysis

• Preparation for sale, merger, acquisition, or significant investment rounds

Get Started Today?

Let The Accounting Firm deliver the structure and financial clarity your business needs—at a fraction of the cost of a full-time controller. Our controller service bridges the gap between basic accounting and full CFO-level support, providing exactly the expertise your business requires to thrive and grow.