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Why controller-led beats basic bookkeeping

Bookkeepers record the past. A controller guarantees accuracy, explains what changed, and gives you the confidence to act on the numbers.
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The problem with just bookkeeping

The problem with just bookkeeping

You get data, not decisions. No one owns accuracy, speed, or the story.

Slow close. The truth arrives too late to act.
You end up running the business in the dark.

Mystery balances. AR, AP, and deferred revenue do not tie.
Hard calls get pushed another week.

Cash confusion. Runway and margin are unclear.
You end up running the business in the dark.

Hidden errors. Revenue, accruals, and inventory slip through.
You find them after reports go out, when it costs more to fix.

Constant revisions. Reports change after delivery.
Trust erodes and teams rework the same month twice.

Escalating cost. Tax time turns into cleanup time.
You pay more and still worry you missed something.

The problem with just bookkeeping

A controller leads your account from day one

A controller leads your account from day one

A controller leads your account from day one

You get accuracy, speed, and answers without adding headcount.

Accuracy you can bank on:

GAAP rules applied, anomalies flagged, Controller sign-off every month

Fast close, every month:

15 or 10 working-day close based on plan

Decision-ready visibility:

Cash-flow, Budgeting & financial forecasts.

On-call expertise:

GAAP rules applied, anomalies flagged, Controller sign-off every month

Your data, your tools:

We work inside accounts you already own

Flat monthly fee:

One predictable subscription, no hourly meters

Bookkeeper vs Controller: What's the difference?

Understand the scope of each role and the results you can expect.
Bookkeeper Accountant Controller CFO
Primary scope Record and reconcile transactions Apply GAAP rules and adjustments Own accuracy, cadence, and controls Set financial strategy and capital plan
Questions they answer What happened and where did it go How to treat revenue, accruals, and schedules What changed, why it changed, what to fix Where to invest, when to raise, how to maximize value
Typical outputs Categorized entries, bank recs Accruals, deferrals, schedules, adjusting entries Signed close, variance analysis, cash discipline, policies Capital plan, pricing and unit economics, board narrative
Time horizon Past month Past month to quarter Month to quarter Quarter to multi-year
Ownership in tools Operates in QBO, bank feeds Owns schedules and journals Owns the close and reporting, sets controller rules Directs finance stack, partners with CEO
Typical annual cost 40K to 60K plus benefits  70K to 110K plus benefits  150K to 180k plus benefits  250K+ plus equity 
Hire when You need reliable data entry You run accruals, deferred revenue, inventory You want numbers you can act on every month You are raising or operating at real scale
Red flags if you rely on this alone Variances unexplained, close drifts, miscoding accumulate No cadence, schedules go stale, surprise adjustments at tax time Numbers are late, lenders doubt them, decisions feel like guesses Using a CFO to do month-end close work wastes money and time
Most six to low-eight-figure companies do not need a CFO. They do need a controller.
Controller-led, plus a tax CPA, covers 95 percent of what most startups and growing businesses need.

Signals you have outgrown basic bookkeeping

Signals you have outgrown basic bookkeeping

Signals you have outgrown basic bookkeeping

  • Close takes weeks and key decisions stall
  • You keep finding mystery balances nobody can explain
  • Lenders or partners ask for GAAP and you cannot produce it quickly
  • Revenue recognition, prepaid, or multi-entity keeps breaking
  • You want one place to ask “Can we afford this” and get a straight answer
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We play nice with your team and partners

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Already have a bookkeeper?

You can keep them. Our controller leads and QA’s their work.

Already have a tax CPA?

Perfect. We deliver a clean, tax-ready package that makes their job faster and cheaper

Already have a fractional CFO?

Great. We are the controller layer that makes their strategy executable

Controller-signed close in 30 days

Three steps, zero downtime.

What we do

Your outcome

Step 1

Diagnose

What we do

Review your books and walk through gaps on a 30 minute call so we map the fix

Your outcome

Clear action plan, no surprises.

Step 2

Connect & clean

What we do

Link only the tools you already use, rebuild the chart, apply GAAP, reconcile balances

Your outcome

Books that finally add up.

Step 3

Close

What we do

Deliver a Controller-signed P and L, Balance Sheet, and Cash-flow with a short variance brief

Your outcome

Audit-ready numbers that you can now use.

After onboarding, we deliver your plan’s close cadence and respond within the 2 to 4 hour SLA.
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