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Service

Senior financial oversight, without a senior salary.

Forecasting, controls, and decision support from experienced controllers and fractional CFOs who plug into your leadership rhythm.

01

Cash runway you can see months ahead

02

Diligence-ready financials before you need them

03

Senior judgment on hand without a full-time hire

What you get

Scope is written down before we start, so there is never a question about who owns what.

Planning & forecasting

  • Rolling 12-month financial model and scenario planning
  • 13-week cash flow forecast maintained weekly
  • Annual budget build and quarterly reforecast

Controls & oversight

  • Internal control review with documented remediation plan
  • Approval matrix and segregation-of-duties design
  • Close and reporting quality review each period

Strategic support

  • Board and investor reporting packs
  • Fundraising and due-diligence data room support
  • Pricing, margin, and unit economics analysis

Delivery timeline

The operating cadence once your account is live.

  1. Weekly

    Cash review

    13-week forecast refreshed and flagged risks escalated.

  2. Monthly

    Results review

    Controller review of close quality plus a leadership walkthrough.

  3. Quarterly

    Reforecast

    Model updated and plan re-baselined with leadership.

  4. Annually

    Budget & controls

    Full budget build and internal control reassessment.

Onboarding schedule

From kickoff to steady state, with realistic durations.

Days 1–10

Financial diagnostic

Review of historicals, controls, and reporting quality.

Weeks 2–4

Model build

Forecast model and cash view built with your assumptions.

Month 1

Cadence set

Weekly cash and monthly leadership rhythm established.

From month 2

Steady state

Ongoing oversight, forecasting, and decision support.

Tools we work in

  • Excel
  • Google Sheets
  • Fathom
  • QuickBooks Online
  • Xero
  • Notion

Results from cfo & controller support engagements

Filter by the industry closest to yours to see the work and the numbers behind it.

Technology & SaaS

Close cut from 21 days to 5 ahead of a funding round

Series A SaaS platform, 48 employees

Month-end close
21 → 5 days

Month-end close

Deferred revenue reconciled
100%

Deferred revenue reconciled

Audit adjustments at year end
$0

Audit adjustments at year end

Challenge. Deferred revenue was tracked in spreadsheets, and monthly statements landed three weeks late — too slow for board and investor reporting.

What we did. We rebuilt the revenue recognition schedule in the ledger, standardized the close checklist, and moved reconciliations to a weekly cadence.

Construction

WIP schedules that finally matched the field

Commercial contractor, 40 concurrent jobs

Jobs tracked to cost code
40

Jobs tracked to cost code

WIP accuracy vs. field estimate
±1.5%

WIP accuracy vs. field estimate

Unbilled retainage recovered
$280K

Unbilled retainage recovered

Challenge. Job costing lived in the PM tool and never reconciled to the ledger, so WIP and retainage were guesses at close.

What we did. Mapped cost codes to the chart of accounts, rebuilt the WIP schedule, and added a monthly percent-complete review.

Professional Services

Utilization and project margin visible before month-end

Consulting firm, 65 consultants

Rolling cash visibility
13 weeks

Rolling cash visibility

Blended project margin
+6.8 pts

Blended project margin

Utilization reporting cadence
Weekly

Utilization reporting cadence

Challenge. Leadership only learned a project was underwater after it closed, and there was no rolling cash forecast.

What we did. Fractional controller support, a 13-week cash model, and project-level margin reporting refreshed every Monday.

Real Estate

Property-level P&Ls and investor packs on a fixed date

Owner-operator, 22 properties

Property-level P&Ls monthly
22

Property-level P&Ls monthly

Investor pack delivered, every month
Day 6

Investor pack delivered, every month

Manual reporting hours removed
11 hrs

Manual reporting hours removed

Challenge. Investor reporting was assembled by hand each quarter and never arrived on the same schedule twice.

What we did. Class-based property tracking, a standard reporting template, and a published close calendar for the whole portfolio.

“We went from chasing our own numbers to reviewing them. The close lands on the same day every month, and our board deck writes itself now.”

Priya N.

VP Finance, B2B SaaS platform

Technology & SaaS

“Having a controller in the room one day a week changed how we price work. We see margin problems while we can still fix them.”

James O.

CEO, consulting firm

Professional Services

“Twenty-two property P&Ls, delivered on the sixth of every month. My investors stopped asking where the reports were.”

Dana W.

Principal, real estate owner-operator

Real Estate

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FAQ

CFO & Controller Support questions, answered

Scope, timelines, security, and pricing — the things prospective clients ask before handing this function over.

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