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⚙️ Controller Services

The technical layer between bookkeeping and CFO advisory — for clients whose complexity has outgrown basic bookkeeping.

What's included

Who this is for

Controller services sit between standard bookkeeping and fractional CFO advisory. They're built for clients whose transactions or reporting requirements have gotten more complex — multi-entity structures, revenue recognition questions, an upcoming audit or lender review — but who don't yet need (or want to pay for) a full CFO engagement.

Common engagements

This typically looks like restructuring a messy chart of accounts so reporting actually reflects how the business runs, documenting a month-end close process so it's not dependent on one person's institutional knowledge, or preparing a client for their first external audit or bank covenant review.

GAAP and ASPE fluency

US GAAPCanadian ASPEInternal ControlsSOP Design

All technical work is led by a Chartered Accountant with statutory audit and internal controls experience from Big 4/Big 6 firms, so the standard applied is the same one your own review process would expect.

Have a client with a specific technical question?

Bring the scenario to a quick call and we'll tell you how we'd scope it.

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