Fractional Controller
High-level financial strategy and oversight for companies that already have the basics covered and are ready for more.
Designed for established companies that already have basic bookkeeping in place but need high-level financial strategy and oversight. Available as a 6- or 12-month engagement with renewal option.
Strategic Financial Oversight — review of existing internal workflows, internal controls, and monthly closing processes.
Advanced Cash Flow Management — detailed cash flow forecasting to optimize working capital and plan for major expenditures.
Budgeting & Variance Analysis — creation of annual budgets paired with deep-dive monthly performance reviews.
Management Reporting — custom financial KPI dashboards tailored to help you make data-driven decisions.
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A full-time controller typically costs significantly more in salary and benefits alone. This package gives you senior-level financial oversight at a fraction of that cost, scaled to what your business actually needs.
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Yes, this package assumes basic bookkeeping is already in place, either through your own team or a separate arrangement. We focus on the strategic layer above that: forecasting, budgeting, and management reporting.
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This is a 6 or 12 month engagement with a renewal option, structured to give us enough time to build real budgeting and forecasting cycles rather than a one-off snapshot.
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Access to your existing financials, a working session to align on your goals and KPIs, and ongoing availability for monthly strategy discussions. This is a genuine advisory relationship, not a hands-off report drop.
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Yes, that's part of the initial oversight review: looking at your current workflows and closing processes to flag any gaps before they become costly problems.
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That's common, and building your first real annual budget paired with variance analysis is one of the core deliverables of this package, not a prerequisite for starting.