Controller Services 

An outsourced controller is a financial expert who will help keep your books up-to-date and provide financial reporting and information in a timely manner. An outsourced controller’s rules and responsibilities vary based on the projects or services.  They may work as a stand-alone expert for your organization to organize books and get reporting up to date. Or, they may act as a  CFO/business strategist for projects such as determining cash flow issues and implementing new accounting systems. Essentially, an outsourced controller’s main role is to accurately track and report financial data.

  • Monthly Closing & Account Reconciliation

  • Preparation of the Financial Package with analysis

  • Track business cash position

  • Budgeting, forecasting, and projections

  • Audit preparation and liaison with audit firm

  • Assistance with complex accounting issues

  • Back office and accounting staff work reviews

  • Dashboards, key metric benchmarking, trend analysis development, and detailed analytics

  • Accounting software selection and implementation

  • HR support and help desk

  • Payroll

  • Process Improvements for better oversight and internal controls

  • Cash to GAAP (accrual basis) accounting conversion


Full-time controllers can cost anywhere from $70K to $135K per year plus bonuses and benefits. Even though this level of service can greatly benefit small businesses, it’s not financially feasible. However, with a virtual controller option, you can now have an expert on your side for an affordable fixed monthly cost.