Fractional Controller

A Fractional Financial Controller provides part-time or project-based expertise to small and medium-sized businesses that need high-level financial oversight but aren't ready for a full-time hire. We bridge the gap between bookkeeping and strategic finance, focusing on accuracy, efficiency, compliance, and actionable insights. Unlike a full-time controller, our engagement is flexible and cost-effective. If your business is growing but facing messy books, cash crunches, or audit prep, this role can provide immediate stability and clarity!

Here are some of the ways we can help

Lead month-end and year-end close processes.

Prepare and review financial statements.

Generate management reports, dashboards, and KPIs for leadership.

Develop annual budgets and monitor variances.

  • Create financial forecasts and rolling projections.

  • Analyze performance data and provide insights/recommendations.

  • Support cash flow forecasting and monitoring.

Safeguard assets and ensure regulatory adherence:

  • Design, implement, and monitor internal controls.

  • Ensure compliance with tax laws and reporting requirements.

  • Identify financial risks and recommend mitigation strategies.

  • Prepare for internal/external audits and coordinate responses.

Maintain liquidity and operational stability:

  • Monitor daily/weekly cash flows.

  • Optimize accounts receivable accounts payable and inventory processes.

  • Forecast short-term cash needs and manage banking relationships.

Enhance efficiency and team performance:

  • Supervise or oversee bookkeeping, payroll, and accounting staff.

  • Implement or upgrade accounting systems.

  • Streamline financial processes and workflows.

  • Provide strategic financial advice to owners/executives.

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