Controller Services

SERVICES

Controller Services

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 Services led by professionals with CPA-level expertise.

Our services are 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 Services provide the structure and insight to support sound decision-making.

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.

Benefit: Receive clear, actionable reporting that supports strategic business decisions and enhances stakeholder confidence.

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.

Benefit: Maintain financial discipline with a forward-looking plan that guides resource allocation and performance evaluation.

Internal Reporting Systems & Procedures Design

We design and implement customized internal procedures and system-generated reports to improve accuracy, consistency, and efficiency.

Benefit: Enhance operational transparency and eliminate errors with standardized, well-structured accounting workflows.

Fixed Asset Management

We track, categorize, and maintain accurate records of your company’s fixed assets, including depreciation schedules and asset disposals.

Benefit: Maximize the value of your assets, ensure accurate reporting, and remain compliant with audit and tax standards.

Credit Policy & Customer Management Oversight

We establish and monitor credit policies and customer account processes to improve cash flow and mitigate credit risk.

Benefit: Strengthen receivables management and reduce exposure to late or non-payments.

Bank & Financial Institution Reporting

We prepare and submit timely and accurate financial reports for lenders, banks, and other financial partners as required.

Benefit: Build and maintain trust with financial institutions through consistent, compliant reporting that supports access to capital.

Why Choose The Accounting Firm?

  • CPA-Led Support: Every engagement is overseen by experienced accounting professionals with deep technical expertise.
  • Flexible Engagement: Our Controller Services are available hourly or on a project basis, customized to your organization’s unique structure and needs.
  • Scalable Oversight: Whether you need interim support, fractional oversight, or ongoing controller-level services, we adapt to your operational environment.
  • 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.


Let The Accounting Firm deliver the structure and financial clarity of your business needs—at a fraction of the cost of a full-time controller.