Fractional financial leadership for growing businesses — full bookkeeping oversight plus the budgeting, forecasting, KPIs, and strategic guidance you'd expect from a full-time Controller, at a fraction of the cost.
When your business outgrows basic bookkeeping but isn't ready for a full-time Controller, our Fractional Controller service fills the gap. You get strategic financial leadership without the six-figure salary — budgeting, forecasting, cash flow management, KPI tracking, multi-entity oversight, and direct CPA advisory — all built on top of comprehensive bookkeeping. We act as an extension of your team, providing the financial structure and insight that growing businesses need to scale confidently.
Bookkeeping is included. Our Fractional Controller service is a complete financial back-office solution — it includes all bookkeeping work (transaction categorization, reconciliations, AP/AR, monthly financials) plus the strategic layer described below. You don't need a separate bookkeeping engagement, and if you already have a bookkeeper, we can provide oversight of their work.
Everything in our standard bookkeeping service — handled with the same rigor and the same monthly close calendar.
The layer that separates a Controller from a bookkeeper — turning your numbers into decisions.
Direct financial leadership and oversight — the strategic input growing businesses need to scale.
If you're running a growing business — typically $1M+ in annual revenue, multiple entities, employees, or investors expecting financial reporting — basic bookkeeping likely isn't enough anymore. You need someone who can answer "What's our cash position next quarter?", "How are we tracking against budget?", "Which products are most profitable?", and "Are we ready for that audit?" That's the Fractional Controller difference. If you're still in the early stages, our Bookkeeping service is the right starting point.
A Fractional Controller engagement is more involved than bookkeeping — it requires understanding your business goals, financial structure, and operational complexity. Here's how we get started.
Book a free 45-minute discovery call through our scheduling system. We dig into your business — revenue, entity structure, growth stage, current finance team, reporting needs, and what strategic financial leadership would unlock for you.
You provide read-only access to your accounting platform and upload recent financial statements, bank/credit card statements, and any existing budgets or forecasts to our secure portal. We need a full picture of your financial operations.
Our team performs a financial health assessment — book quality, reporting maturity, cash flow patterns, internal controls, and growth-stage fit. We then propose a structured engagement: monthly retainer, scope of strategic deliverables, advisory cadence, and any one-time stabilization work.
Once you approve the scope and sign the engagement letter, we onboard fully — establishing the monthly close calendar, building your KPI dashboard, setting up cash flow models, and integrating with your existing team. First 60–90 days focus on stabilization and baseline reporting.
By the 15th of each month, your books are closed and reports are delivered. We then meet with you 2–4 times monthly to review performance, discuss budget variances, flag risks and opportunities, and align on what to do next.
We become an embedded part of your leadership team — available year-round for ad-hoc strategic questions, board prep, investor reporting, audit support, and any major financial decisions. Quarterly business reviews keep our work aligned with your evolving goals.
Your financials are overseen by a Florida-licensed CPA and Big 4 Alumni — providing you with the upmost quality.
Beyond historical reporting — we deliver forward-looking analysis, scenario modeling, and the strategic input growing businesses need.
A full-time Controller costs $120K–$180K plus benefits. Our fractional model gives you the same expertise at a fraction of the spend.
You're not relying on a single freelancer — you get an entire credentialed firm. Coverage during vacations, illness, or peak season is built in.
Bookkeeping is the tactical layer — categorizing transactions, reconciling accounts, producing monthly financials that report what already happened. A Fractional Controller adds the strategic layer on top: forward-looking budgets and forecasts, KPI tracking, cash flow projections, multi-entity oversight, internal controls, and direct advisory input on financial decisions. Our Fractional Controller service includes all bookkeeping work — you don't pay twice.
Monthly retainers start at $2,000 and scale with your business complexity, revenue, entity structure, and the strategic deliverables you need. For context, a full-time Controller in Florida typically costs $120K–$180K annually plus benefits — our fractional model delivers the same expertise for a fraction of the cost. We scope every engagement upfront with a fixed monthly fee — no hourly surprises.
Common signals: you've crossed $1M in annual revenue; you're running multiple entities or business lines; you have investors or lenders expecting formal financial reporting; you're making major decisions (hiring, expansion, acquisition) and need real financial modeling; or you're preparing for an audit, transaction, or fundraise. If you're experiencing any of these, it's probably time.
We don't bill hourly, which is by design — but engagements typically range from 20 to 60+ hours per month depending on scope. The hours include monthly close, financial analysis, advisory meetings, ad-hoc strategic work, and being available year-round for questions and decisions. We scope the right level of engagement during your discovery call.
Both models work. Some clients have no internal finance team and we provide the entire back office. Others have an internal bookkeeper or AP clerk and we layer on top, providing the Controller-level oversight and strategic work they can't. We adapt to your structure rather than forcing a one-size-fits-all approach.
Yes. Audit prep, investor reporting packages, lender financial covenant compliance, and board-ready financial materials are all standard parts of our Fractional Controller service. With Big 4 alumni experience on the team, we know exactly what auditors, investors, and lenders are looking for and prepare materials that meet their expectations.
Tax preparation is a separate engagement, but Fractional Controller clients receive a bundled discount when adding our Tax Services. The advantage of combining them is significant: your books are always tax-ready, we proactively flag tax-saving opportunities throughout the year, and there's no friction between your year-round financial leadership and your tax filings.