Outsourced Controller

For a cost-efficient strategic solution to financial leadership needs, we provide outsourced controller services where you can use resources as needed without adding unnecessary overhead costs. We begin with our jumpstart assessment, which includes an extensive interview process with your business leaders. Together, we help develop a strategy to assist you in achieving your goals. Our team of knowledgeable, experienced professionals work both onsite and remotely for small to mid-sized private companies, regularly collaborating with your management teams. With a focus on your business strategy, we provide goal-oriented financial insights that set your business up for success.


  • Dashboards, Key Performance Indicators (KPIs) and trend analysis
  • Preparation and compilation reporting services
  • Development and training of processes, procedures and accounting policy
  • Monthly, quarterly and annual financial close and financial statement preparation
  • Budgeting, forecasting and projections
  • Review and manage existing staff
  • Audit preparation and liaison with your audit firm