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!
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