Controllership Services for Growing Businesses

Controllership Services for Growing Businesses and EOS Companies

Growth is a good problem to have, until the books can’t keep up. Spending gets harder to track, the month-end close drags on, and your leadership team ends up making decisions on numbers they don’t fully trust. Our controllership services give you an experienced outsourced controller who owns the close, puts real controls in place, and makes sure your numbers are ready when you need them.

Running on EOS? Your controller keeps your Scorecard and L10 numbers accurate and on time, so your leadership team can focus on the decisions, not the data.

Your controller works alongside your team to:

Own the month-end close so your financials are accurate and on time
Set up internal controls and approval processes that scale as you grow
Build budgets and spend controls that keep spending on plan
Analyze trends so you can spot problems and opportunities early

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KPI dashboard showing monthly revenue and cash flow trends.

Controller presenting financial statements to a business owner as part of controllership services

Outsourced Controller Services for Growing Businesses

With the right financial framework and expert outsourced controllership services in place, you can focus on scaling your business with confidence.

Spend Management

Our team works with the leading spend management solutions to implement structure and accountability in your spending environment. Our fractional controllers track spend management for your employees, manage receipts, implement approval policies, and ensure spending aligns with budget. Simplify your process and gain valuable insights into spending patterns, so you can make strategic financial decisions with confidence.

Processes & Procedures

To truly set your business up for success, you need systems and processes to automate and scale repeatable actions. As outsourced controllers, we are lovers of checklists and systems. We map out each process of the finance function to give your organization a playbook for operational structure and efficiency.

Budgeting

Preparing an annual budget provides a financial roadmap for your initiatives, ensuring that every department aligns with your long-term strategic goals. We collaborate cross-functionally within your organization to build a comprehensive budget that allocates resources effectively and also sets clear financial targets. Regular budget versus actual analysis offers timely insights into your financial performance, allowing you to quickly identify variances and implement corrective actions. By staying proactive, you can adapt to changing circumstances and stay on track to achieve your strategic goals, driving sustainable growth and long-term success.

Cash Flow Management

Our fractional controllers track and forecast your cash flow, allowing you to manage liquidity and avoid unexpected shortfalls. By providing detailed insights into your cash position, we help you keep a pulse on your cash runway, enabling you to make informed decisions about your investments, expenses, and growth opportunities.

Financial Performance Analysis

Unlock critical insights with our financial analysis services, designed to give you a deep understanding of your company’s financial performance. Our outsourced controllers prepare detailed reports and actionable recommendations, empowering you to make informed decisions and drive strategic growth.

Plans + Pricing

Comprehensive Tech & Software Solutions for Controllership Accounting

Our controllership service solutions extend beyond accounting, providing support for technology and software solutions that are critical to the success of your financial operations. We provide guidance on recommended software, help vet and test new solutions, and manage the integration of accounting technology tools that touch your financial and customer data.

Accounting Technology

Software for Financial Operations

The right tools make your finance function faster and more accurate. The wrong ones, or the right ones set up poorly, just create more work. Our controllers help you choose, set up, and connect the systems your business needs, then keep an eye on them so nothing falls through the cracks.

Most of our clients run on QuickBooks Online, and that’s where we do the bulk of our work. We also support clients on NetSuite and Sage Intacct, and we can help you decide when it makes sense to move up.

Other tools we work with regularly:

Sales Tax: Avalara
Accounts Payable: BILL, QuickBooks Bill Pay
Spend Management: Ramp
Banking: Mercury
Payroll: Gusto, Rippling, Paylocity, BambooHR
Revenue Recognition: FinOptimal
Ecommerce: Shopify
Cap Table Management: Carta

Using something that’s not on this list? We’ll work with what you have, and we’ll tell you honestly if a tool isn’t serving you.

Vet & Test Technology Solutions

When your third-party software touches your financial or customer data, it’s important to find the right solutions that work for your unique needs. When you are exploring new software solutions that touch your financial operations, our team works cross-functionally with other members of your organization to identify requirements for critical features, vet solutions, create testing environments, and document workflows during implementation.

Integrate Accounting Technology Across Platforms

Once you’ve decided on the right technology solution, it’s critical to manage the mapping and integration between your systems to maintain the integrity of your data. Our team oversees the integrated connections related to the transmission of customer and financial information, ensuring that data is being transmitted to QuickBooks Online correctly and presenting accurately in your financial statements.

Controllership FAQs

Answers to the questions we hear most about controllership, from how it differs from bookkeeping to what it looks like for EOS companies.

controller assessing growth and quarterly revenue charts

Who is controllership a good fit for?

Growing, privately owned businesses that have outgrown basic bookkeeping but aren’t ready for a full-time controller. We also work with a lot of EOS companies and venture-backed startups. If your books are falling behind your growth, or you don’t fully trust your numbers, it’s probably time.

What's the difference between a bookkeeper and a controller?

A bookkeeper records transactions. A controller makes sure those transactions are right, owns the month-end close, sets up internal controls, and turns the numbers into reports you can use. Most of our clients have both, working together on the same team.

What's the difference between a controller and a CFO?

A controller focuses on accuracy: the close, controls, budgets, and reporting. A CFO focuses on strategy: forecasting, financial modeling, and planning for what’s next. A controller makes sure your numbers are right. A CFO helps you decide what to do with them.

Why use an outsourced controller instead of hiring one in-house?

A full-time controller is a big salary for a business that may only need part-time coverage. With an outsourced controller, you get experienced help scaled to what you actually need, plus the backup of a full team. If someone is out, your close doesn’t stop.

How can a growing company improve controllership without adding headcount?

Start with a consistent month-end close, clear approval processes, and a budget you actually review. An outsourced controller can put all three in place and keep them running, without you hiring, training, or managing another employee.

How does controllership support an EOS company?

EOS runs on good data. Your controller makes sure your Scorecard numbers are accurate and on time, supports financial Rocks, and gets your leadership team the numbers they need for every L10. Finance becomes part of your rhythm instead of something that sits outside it.

What accounting software do you work with?

Most of our clients use QuickBooks Online. We also support NetSuite and Sage Intacct, along with tools like BILL, Ramp, Avalara, Gusto, Rippling, and Mercury. If you’re using something else, we’ll work with it.

How do we get started?

Every engagement starts with an introductory call and a complimentary assessment. We look at where your finance function is today, where the gaps are, and what level of support makes sense. From there, we build a plan that fits your business.