Fractional Financial Controller Consulting Services
What Is A Fractional Financial Controller?
A fractional financial controller is an experienced financial professional who works with your business on a part-time or ongoing basis. They help ensure your financial information is accurate, organized, and useful for making business decisions.
Unlike a bookkeeper, who records financial transactions, or a CPA, who primarily focuses on taxes and compliance, a fractional controller works with your financial information every month to ensure accuracy, improve reporting, strengthen financial processes, and help you better understand your business. For many businesses, a fractional controller provides the financial expertise they need without the commitment of hiring a full-time controller.
Signs Your Business Many Need A Fractional Controller
You don't have to be an accountant to understand something isn't working.
Many business owners come to us because they're asking questions their current financial reporting can't answer.
You could benefit from a fractional financial controller if:
You know your business is profitable, but cash flow still feels unpredictable.
Your financial reports don't give you the information you need to make decisions.
Month-end reporting takes longer than it should.
You're relying on spreadsheets outside your accounting system.
You're planning for growth or change and need better financial visibility.
You want greater confidence in your financial decisionmaking.
Still not sure? Learn more about our Financial Controller Review.
What You’ll Gain
Greater Confidence
Better Decision-Making
Stronger Financial Processes
Better Financial Visibility
Improved Cash Flow Management
Fewer Financial Surprises
Our Packages
Explore our range of services designed to help you move forward with confidence, wherever you're headed next.
The Financial Controller Review
Starting at $2500
A focused review of the financial reporting your business relies on.
If you're unsure whether your business needs ongoing controller services, the Financial Controller Review is a great place to start.
Together, we'll look at how your financial information is being prepared, where reporting may not be providing the clarity you need, and whether there are opportunities to strengthen your financial reporting and processes.
You'll leave with a better understanding of your current financial reporting and practical recommendations for next steps.
Ideal for businesses that want an experienced financial perspective before deciding on ongoing controller support.
Ongoing Fractional Controller Services
Starting at $x
Whether you're looking for ongoing financial oversight or have identified specific areas where you need additional support, our fractional controller services are tailored to your business's unique needs.
Depending on your goals, services may include:
Monthly financial reporting
Cash flow monitoring
Profitability analysis
Financial dashboards
Budgeting and forecasting support
Process improvements
Management reporting
Regular meetings with your leadership team
We'll work with you to determine the level of support that makes the most sense for your business, whether that's a few hours each month or more comprehensive ongoing controller services.
Frequently Asked Questions
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While both roles help businesses improve their financial performance, they serve different purposes.
A fractional controller focuses on your day-to-day financial operations. They ensure your financial reporting is accurate, timely, and meaningful, improve financial processes, monitor cash flow, and provide the information you need to make informed business decisions.
A fractional CFO focuses on long-term financial strategy. They help with financing, business growth, acquisitions, forecasting, and other high-level financial decisions.
Many businesses begin with a fractional controller to build a strong financial foundation. As their needs become more strategic, we're happy to connect clients with trusted fractional CFO partners we've worked with and recommend.
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Each plays an important role, but they serve different purposes.
Your bookkeeper records your day-to-day financial transactions and keeps your books accurate and up to date.
Your CPA prepares your tax returns, helps ensure compliance, and provides tax planning.
Your fractional controller works with your financial information throughout the year. They improve financial reporting, strengthen internal processes, monitor cash flow, and help you better understand your business so you can make informed decisions.
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Yes. A fractional controller and CPA have different areas of expertise.
Your CPA focuses primarily on tax planning, tax preparation, and compliance. Your fractional controller focuses on the financial reporting and operational information you rely on to manage your business throughout the year.
Many of our clients have both, and we work closely with their CPA to help ensure everyone has the financial information they need.
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Absolutely. Our goal isn't to replace your existing advisors. We work collaboratively with your bookkeeper, CPA, internal accounting team, and other professionals to strengthen your financial reporting and support your business. The best results come when everyone is working together.
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Many businesses reach a point where accurate bookkeeping alone isn't enough.
You may benefit from a fractional controller if:
Your financial reports don't answer the questions you need answered.
Cash flow feels difficult to predict.
Month-end reporting takes too long.
You're relying on spreadsheets to fill reporting gaps.
You're making important business decisions without timely financial information.
You're growing and need stronger financial reporting and processes.
If you're unsure, our Financial Controller Review can help identify where your reporting is working well and where improvements could benefit your business.
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For many small and mid-sized businesses, yes.
If your business doesn't require a full-time controller, a fractional controller provides experienced financial support on a flexible basis. You receive the expertise you need without the cost of hiring a full-time employee.
As your business grows, your financial needs may change, and we'll help you determine the right level of support.
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ur first conversation is simply an opportunity to learn more about your business.
We'll discuss your goals, the challenges you're facing, and the questions you're trying to answer with your financial information. If fractional controller services are the right fit, we'll explain how we can help. If another solution would better meet your needs, we'll point you in that direction.
Our goal is to recommend what's best for your business, not a one-size-fits-all solution.
Client Reviews
“Cindy restructured our administrative team, set more efficient processes in place, and created an enjoyable work culture for all. She found and corrected profit leaks and wasteful spending. She saved us tens of thousands of dollars. Cindy filed our PPP2 and received full forgiveness. She was also able to prove our qualification for ERC and hundreds of thousands of dollars we didn’t know we were entitled to receive. She is exceptionally well versed on new policies, programs, and procedures. There is nothing that has been asked of Cindy where she has not exceeded expectations. ”
— Richard Saldivar, TERIS Founder