Strategic support for the business you’re becoming.
Our Controller / CFO service is for the business owner who is done winging it. You’ve got goals, decisions to make, and a growing operation that deserves more than historical data. With our strategic support, you’ll get forward-looking financial insight, planning tools, and a trusted thought partner to help you grow with clarity and confidence.
Controller / CFO Services
Our Controller / CFO service helps you move from reactive to proactive, equipping you to lead with numbers and make decisions you can feel good about.
What's Included
Financial review and high-level oversight
Monthly or weekly strategic finance meetings
Custom cash flow forecasting
(short- or long-term)
12-month budgeting and planning
Tailored dashboards and metric tracking
Analysis and commentary on financial trends
Decision support for hiring, investments,
or pricing
Collaboration with in-house or outsourced bookkeepers
Ongoing coordination with your tax accountant
Your Benefits
Plan for seasonal cash flow fluctuations
Prepare for large purchases or investments
Model out different scenarios before making big decisions
Align hiring timelines with financial reality
Set and monitor key performance indicators
Understand the story your financials are telling
Gain peace of mind through proactive planning
Best for:
Ideal for growth-stage businesses looking to make data-driven decisions, proactively plan for the future, and gain a strategic financial partner without the full-time CFO price tag.
Kind Words
"Sam is a joy to work with! She is smart, savvy, engaging and hard working - she breaks down information in a digestible way and her work has been incredibly helpful to our company."
Marguerite Adzick
Frequently Asked Questions
Below are some of our most frequently asked questions. Do you still have a question? Reach out and ask!
-
How does pricing work?All recurring services have set monthly prices for the year. Project-based services will be charged per project which is determined at the beginning of the engagement. You won’t be charged surprise hourly fees because guess what, we don’t track our hours like typical firms!
-
What are the payment terms?Recurring services are set up as auto ACH for the 1st of the month at the beginning of your engagement. Project-based services require a deposit and will be billed in milestones or upon completion.
-
When will my account be worked on?At the beginning of your engagement, a set schedule will be set up for weekly or biweekly services so you know when to provide and receive communication. Monthly accounts will be worked on in the weeks following the end of the month.
-
Do you prepare tax returns?We do not prepare tax returns, however, we will manage the tax return process for you and either use a partner firm to prepare your returns or work with your existing tax accountant to make the process as seamless as possible.
-
Do you run payroll?We do not run payroll however, we have multiple payroll/HR support contacts that can run payroll for you or we can help you set it up to run yourself.
-
What accounting software do you use?We use Quickbooks Online for all clients. We can migrate your system over or do a fresh setup for you. We can also access other CRM/project management-based software that integrates with QBO.
-
What geographical locations do you service?While we are based on the East Coast, we will service businesses anywhere in the United States!