Controller Services

Your bookkeeper keeps the books. Your CPA files the taxes. But what about everything in between?

That’s where our Controller Services come in. We help bridge the gap—making sure your day-to-day accounting stays clean, your reports are accurate, and your finances are ready for whatever’s next.

Think of us as your behind-the-scenes financial manager. We’re not just doing the data entry. We’re keeping the whole system running smoothly.

Why a Controller Matters

When your business starts to grow, the numbers get more complex. You’ve got:

• More transactions

• More vendors and payroll

• More reporting needs

• More people asking you for financial info

Without someone reviewing the big picture, it’s easy for things to slip through the cracks—mistakes, missed deadlines, cash flow surprises, you name it.

A controller keeps your financials tight and your operation steady.

What We Do

We take ownership of the financial operations side of your business. Here’s what that includes:

• Overseeing your bookkeeper or internal finance team

• Managing month-end close

• Reviewing and approving journal entries and reconciliations

• Preparing monthly financial statements

• Spot-checking your chart of accounts for accuracy

• Creating and maintaining internal controls

• Coordinating with your CPA for tax planning

• Supporting payroll and vendor payment processes

• Keeping your systems clean and up to date

You get clear numbers, accurate reports, and fewer fires to put out.

Real-World Help for Busy Businesses

One client in Seattle had a part-time bookkeeper and a great CPA—but they still felt lost every month. We stepped in, cleaned up their close process, standardized their reports, and now they’re always prepared—no last-minute chaos.

A retail shop in Portland didn’t know their gross margins by product line. We dug into the numbers, fixed their reporting setup, and gave them clarity they never had before. That helped them cut costs and raise profits.

Who This Is For

Controller services are a great fit if:

• You’ve outgrown basic bookkeeping

• You want regular, accurate reporting

• You’re prepping for growth, funding, or a sale

• You’ve got a small team and need someone to manage the financial process

• You want someone to take ownership of the numbers—without hiring a full-time controller

This is perfect for small to midsize businesses who want structure without the big-company price tag.

Tools We Use

We plug into:

• QuickBooks Online or Desktop

• Xero

• Gusto or ADP for payroll

• POS or e-commerce platforms (Shopify, Square, etc.)

• Inventory and job tracking tools

• Google Sheets and custom reports

If your tools are messy, we’ll fix that too.

Based in Seattle. Helping Businesses Nationwide

We’re based in Seattle, support clients in Portland, Memphis, and work with teams across the country. Our controller work is fully remote—we stay on top of the numbers so you can stay focused on running your business.

Get Back in Control

You shouldn’t have to babysit your books or wonder if the numbers are right.

We’ll manage your financial systems, close your books on time, and give you confidence in your reports—month after month.

Flat-rate pricing. No stress. Just clean, controlled financials.