Controller-level financial leadership for small and mid-sized businesses — built around what your operation actually needs, not a templated retainer.
Eight services across three families — the recurring controller rhythm, the operational layer underneath it, and the coordination and strategy that sit on top. Engagements draw from all three based on what your business actually needs.
Recurring controller-level work. The backbone of every engagement.
Monthly and quarterly reporting packages — P&L, balance sheet, cash flow statements, and variance analysis — delivered on a standing rhythm with context that helps you make decisions, not just file the report away.
Owned end-to-end. Reconciliations, accruals, journal entries, and review — closed on a defined timeline so the books are reliable when leadership needs them.
Payroll processing and reconciliation, tax withholding compliance, benefits administration oversight, and contractor classification. Accurate, on time, and properly documented.
The specialty work that keeps a growing business out of trouble.
Rolling cash flow forecasts, scenario modeling, weekly cash position reporting, and bank-relationship coordination. You know exactly where you stand and what's coming.
Regulatory compliance management for complex and regulated industries — license applications, renewals, reporting requirements, and audit preparation. Multi-entity, multi-jurisdiction work welcome.
Chart of accounts design, QuickBooks Online configuration, app stack and integration management, workflow implementation, and ongoing bookkeeping quality control. Build it right once so it doesn't break at scale.
The advisory layer — your CPA's counterpart and your strategic finance partner.
Liaison between your business and your CPA or tax preparer. Quarterly estimated tax calculations, year-end workpaper preparation, and proactive tax planning support. Note: I don't prepare or file tax returns — I make your CPA's job easier.
Strategic financial guidance for businesses at inflection points — fundraising preparation, growth planning, scenario analysis, ownership distributions, debt structuring, and board-level reporting.
Most engagements begin with a reset. Books that have drifted out of structure don't reflect reality, and reporting built on top of them won't either. Cleanup is treated as controller-level work — a professional reset, not a rescue. See the dedicated cleanup page →
Full reset of QuickBooks Online files — reconciliations, structural cleanup, chart-of-accounts redesign, and a CPA-ready package at the end. Scoped as a fixed-price project after a brief diagnostic call.
Learn more →For businesses where the books are months or years behind. Transaction categorization, reconciliations, payroll mapping, and the closing entries needed to bring everything current and CPA-ready.
See what's included →For businesses with a bookkeeper in place who need controller-level oversight on top — review of monthly work, reconciliation audits, reporting accuracy checks, and process documentation.
A scoped diagnostic engagement — a fresh set of eyes on your books, systems, and reporting. You receive a written assessment with prioritized recommendations and a clear next step.
Too complex for a bookkeeper alone. Too lean for a full-time Controller. That's where this work fits.
Agricultural producers, regulated operators, and other businesses navigating complex licensing and compliance requirements at the state and local level.
Businesses that have outgrown their bookkeeper or DIY accounting but aren't ready to hire a $150K+ Controller or CFO. Multi-entity structures, ownership distributions, debt management.
Founders who are tired of making financial decisions based on gut feel and bank balances. You want real numbers, a real process, and someone who can explain both.
Most engagements start with a 15-minute call to talk through your operation and where the friction lives. No pressure, no pitch.
Discuss your operations →