Fractional Controller & Financial Operations

Controller-level financial leadership. Without the full-time overhead.

I partner with growing businesses to build the financial infrastructure they need to operate with confidence — clean books, reliable reporting, and the strategic oversight a $150K+ Controller would bring, scaled to fit.

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Sound familiar?

When your books stop telling you the truth, your business stops making good decisions.

Most growing companies don't outgrow their bookkeeper all at once — they slowly stop trusting their numbers. By the time it's obvious, the cleanup is bigger than it had to be.

a. Financial reports you can't fully rely on for decision-making.
b. Books behind by weeks or months, with reconciliations slipping.
c. Cash flow visibility limited to what's in the bank account today.
d. QuickBooks files that have drifted out of structure over time.
e. Month-end that takes longer every quarter and still feels rushed.
f. Tax season scrambling instead of a clean handoff to your CPA.

What I do

The financial infrastructure growing businesses actually need.

Not a bookkeeping service. I'm a senior financial operations partner who builds and manages the systems that let you make better decisions.

01 Financial reporting & analysis → 02 Month-end close → 03 Cash flow management → 04 Compliance & licensing → 05 Payroll oversight → 06 QuickBooks cleanup → 07 Systems & QBO setup → 08 Fractional CFO advisory →

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Why it works

Senior expertise, right-sized for your business.

Most small and mid-sized businesses don't need a full-time Controller. They need controller-level thinking applied consistently — and the systems to back it up.

01

Controller-level rigor

Multi-entity accounting, month-end close, reconciliation discipline, and reporting packages a CPA or lender will actually accept. No shortcuts, no learning on your dime.

02

Regulatory fluency

Deep experience in regulated industries — license applications, renewals, multi-entity reporting, and tax coordination. Handled, not hand-waved.

03

Systems that scale

Your financial infrastructure should grow with you. I build processes and reporting that work at $2M and still work at $20M — no rebuild required.

Starting point

Books need to get organized first? That's where we usually begin.

Most ongoing engagements start with a financial cleanup — bringing QuickBooks back into structure, reconciling what's open, and producing the first clean month of reports. A controller-guided reset, not a rescue.

QuickBooks cleanup & catch-up →

How we work together

From first call to clean financial operations.

Every engagement is scoped to what your business actually needs — never a templated retainer or junior staff learning on your books.

i.

Scope it right

A 15-minute discovery call to understand your business, your systems, and where the friction lives. You leave the call with a clear sense of what matters now, what can wait, and what an engagement would look like.

ii.

Build the foundation

Whether that's a QuickBooks cleanup, a chart-of-accounts redesign, or process documentation — the first 60 days focus on infrastructure that doesn't need to be rebuilt in six months.

iii.

Run and refine

Ongoing month-end close, reporting, compliance, and cash flow — delivered on a standing rhythm. As the business evolves, the work evolves with it.

Ready to get your finances in order?

Let's talk about what your business needs and whether we're a fit. No pressure, no pitch.

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