Keep Your Financial Records on Track
Getting your books cleaned up is only the beginning. The real value comes from keeping them organized month after month.
As your Fractional Controller, I become an ongoing financial partner for your business. I monitor the health of your accounting records, identify potential issues before they grow into larger problems, and help ensure your financial information stays organized and reliable.
You gain experienced financial oversight without the expense of hiring a full-time controller.
Is This The Right Service For You?
This service is designed for business owners who:
Want ongoing oversight after a bookkeeping cleanup
Don't need a full-time controller
Need confidence that their financial records remain accurate
Want another set of experienced eyes monitoring their books
Need organized financial records throughout the year
Prefer proactive support instead of fixing problems later
How I Help
Monthly Ledger Oversight
I analyze your accounting records each month to identify inconsistencies before they become larger bookkeeping issues.
Cash Flow Visibility
I help you understand how money is moving through your business so you have greater confidence when making financial decisions.
Payroll Liability Monitoring
I compare payroll records with your accounting data to help ensure liabilities remain properly recorded.
Ongoing Record Organization
As your business grows, I help maintain consistent accounting practices that support reliable financial reporting.
Tax-Ready Financial Records
While I do not prepare income tax returns or perform attest services, I help keep your accounting records organized, so they're ready for your year-end tax professional.
What You’ll Gain
Working with a Fractional Controller provides:
✔ Ongoing confidence in your accounting records
✔ Earlier identification of bookkeeping issues
✔ Better visibility into your business finances
✔ Organized records throughout the year
✔ Less year-end stress
✔ Financial information that's ready for your tax professional
How We Work Together
Step 1: Free 15-Minute Consultation
I will meet with you for a brief, no-pressure video call to discuss your business, your current accounting process, and whether ongoing controller oversight is the right fit for your needs.
Step 2: Accounting System Health Check – $150 (if needed)
If we're working together for the first time, every engagement begins with a comprehensive Accounting System Health Check.
During this process, I evaluate your accounting records, identify any areas that may need attention, and determine whether your books are ready for ongoing oversight. Once the check is complete, I'll provide a clear summary of my findings along with any recommended next steps.
If we've already completed a cleanup or system alignment project together, we can move directly into monthly oversight.
Step 3: Monthly Oversight
Once we begin working together, I'll establish a consistent monthly process to help keep your accounting records organized, accurate, and up to date.
Each month, I'll analyze your ledger activity, monitor cash flow visibility, compare payroll records with your accounting data, and identify potential issues before they become larger problems. My goal is to help you maintain reliable financial records throughout the year, so you're always prepared to make informed business decisions and confidently hand organized records to your year-end tax professional.
Frequently Asked Questions
What is a Fractional Controller?
A Fractional Controller provides experienced financial oversight on a part-time basis. Instead of hiring a full-time controller, you receive ongoing support to help keep your accounting records organized, accurate, and ready for your year-end tax professional.
How Is This Different Then Bookkeeping?
Bookkeeping focuses on recording financial activity. My role as a Fractional Controller is to analyze your accounting records, identify inconsistencies, monitor key financial areas, and help maintain the integrity of your accounting system over time.
Do You Prepare Tax Returns?
No. I maintain a tax-neutral role. My focus is on helping you maintain organized accounting records that are ready to hand off to your year-end tax professional.
Will You Communicate With My Tax Preparer?
Yes. When appropriate, I can work alongside your year-end tax professional to help provide organized accounting information and answer questions related to your bookkeeping records.
Do You Work Remotely?
Yes. I work remotely with small businesses throughout the United States.
Ongoing Financial Oversight Starts Here
Strong financial records aren't built once—they're maintained over time.
If you're looking for an experienced financial partner who can help you stay organized throughout the year, let's start with a conversation.