Advisory
Controller Services
Strengthen your accounting operations with professional financial reporting, month-end closing procedures, and internal controls—without the expense of hiring a full-time controller.
Controller-Level Oversight Without a Full-Time Hire
As businesses grow, their accounting needs often extend beyond recording transactions and reconciling accounts. Business owners need dependable financial statements, established accounting procedures, and timely financial information to understand performance and make informed decisions.
The Accounting Firm provides outsourced controller services designed to strengthen accounting operations, improve financial reporting, and establish effective financial management processes. Our services include oversight of month-end closing procedures, financial statement preparation, accounting adjustments, and internal controls.
We work alongside your existing accounting staff or provide controller services in coordination with our firm’s bookkeeping team. Whether your business needs ongoing monthly support, temporary assistance during a transition, or expertise for a specific project, our services can be tailored to your needs.
Our controller services help bridge the gap between routine bookkeeping and higher-level financial management, providing the reporting and accounting structure businesses need as they grow.
Our Controller Services
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Month-End Close & Account Review
Establishing and overseeing month-end closing procedures, reviewing account reconciliations and balances, and preparing necessary adjusting entries to support accurate and timely financial reporting.
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Financial Statements & Management Reporting
Preparing and reviewing financial statements, including GAAP and accrual-basis reporting, with analysis of financial performance, significant account fluctuations, and comparisons to budgets and prior periods.
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Internal Controls & Accounting Procedures
Evaluating accounting processes and developing practical internal controls, approval workflows, and financial procedures to strengthen accountability, reduce errors, and safeguard business assets.
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Fixed Asset & Balance Sheet Accounting
Maintaining fixed asset records and depreciation schedules, reviewing balance sheet accounts, and supporting appropriate accounting treatment and documentation of significant financial transactions.
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Accounting Systems & Process Improvement
Evaluating accounting workflows, reporting systems, and financial processes to identify inefficiencies, improve accuracy, strengthen internal controls, and support more effective accounting operations.
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Lender & Stakeholder Reporting
Preparing financial reports, supporting schedules, and financial information required by banks, lenders, business owners, boards, and other stakeholders, including applicable financial covenant reporting.
Controller Support for Growing Organizations
We work with small and mid-sized businesses that need financial reporting and accounting support beyond routine bookkeeping but may not require a full-time controller.
Our services support growing companies with increasing transaction volumes, businesses seeking stronger financial reporting and internal controls, and organizations that need additional financial management expertise.
We also work with businesses that maintain their own accounting departments, companies preparing for financing or expansion, and organizations experiencing accounting staff transitions or changes in financial reporting requirements.
Whether your business needs ongoing controller support or assistance with a specific accounting challenge, our services provide flexible access to professional accounting expertise.
Our Approach
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Assess Your Accounting Function
We review your accounting records, existing procedures, staff responsibilities, financial systems, and reporting requirements.
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Establish the Closing & Reporting Process
We develop appropriate month-end closing procedures, reporting schedules, account review processes, and financial reporting responsibilities.
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Strengthen Accounting Procedures
We evaluate internal controls, approval workflows, reconciliations, and documentation practices and recommend improvements to accounting processes.
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Review & Report
We review financial records, prepare necessary adjusting entries, and produce financial statements and management reports based on the engagement’s requirements.
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Discuss Results & Recommendations
We review financial results with management, explain significant findings, and recommend improvements to reporting procedures and accounting operations.
Industries we serve
Frequently asked questions
What is the difference between bookkeeping and controller services?
Bookkeeping focuses on recording transactions, reconciling accounts, and maintaining financial records. Controller services provide additional financial management support, including month-end closing procedures, financial statement preparation and review, internal controls, and management reporting. Controller services help businesses establish reliable reporting processes and maintain stronger financial accountability.
What is the difference between controller and CFO services?
Controller services focus primarily on accounting operations, financial reporting, month-end closing, and internal controls. CFO services focus more on forward-looking financial management, including budgeting, forecasting, cash flow planning, financing strategies, and financial decision-making. Businesses may benefit from either service or a combination of both, depending on their needs.
Can you work with our in-house bookkeeper or existing accounting staff?
Yes. Our controller services can complement your existing accounting team. We can review accounting records, oversee financial reporting procedures, establish month-end closing processes, and recommend improvements to internal controls and financial operations. We can also coordinate controller services with our firm’s bookkeeping team when needed.
Also in Advisory
Get Financial Statements You Can Rely On
Whether you need consistent month-end closing procedures, stronger internal controls, or more useful financial reporting, our outsourced controller services can help strengthen your accounting operations.