Services / Fractional Controller
The accountable layer above your bookkeeper. Monthly close discipline, accurate financial package, banker readiness, KPI dashboard. For $1M to $3M companies who need accuracy more than strategy.
Investment: $4,500 to $5,500 per month, fixed-scope, six-month minimum.
The classic transition point in a company's growth happens at $2M to $3M revenue. The bookkeeper has been fine for years. Then the close starts taking three weeks. Reconciliations slip. The CPA catches errors at year-end that should have been caught monthly. The owner stops trusting the reports.
The Fractional Controller seat fixes this. The bookkeeper keeps doing transactional work. We sit above as the accountable layer for accuracy, close timing, package quality, and banker readiness. Full strategic CFO work is intentionally not in scope; if you need that, the Fractional CFO retainer is the right tier.
Weekly review of categorization, classification, and posting quality. Direct communication with bookkeeper to correct issues.
20-step close checklist run every month. Accurate cut-off. Reconciliations completed. Accruals booked. Close completes by the 10th business day.
P&L with variance, balance sheet, cash flow, AR aging, AP aging. Five-page package, delivered by the 12th.
Five operational and financial KPIs tracked monthly.
Banker-ready financial package on a quarterly cadence.
60 minutes, standing calendar. Walks the package, identifies issues, plans corrective work.
Scope is documented, signed, and reviewed quarterly. No scope creep absorbed silently.
Not included: strategic CFO work (weekly cash forecasting beyond monthly, pricing strategy, capital structure, banker meetings, M&A support). For these, see Fractional CFO.
Depending on number of active jobs, complexity of bookkeeping setup, and reporting requirements.
Six-month minimum. 6% annual escalator. Out-of-scope work quoted separately.
Common progressions:
We do not push clients up the tier ladder for our benefit. The right engagement fits the business as it is. We say no to upgrades when an upgrade does not pay for itself.
A 25-minute discovery call costs nothing and tells us both whether a Diagnostic is the right next step. If it is not, we will say so and point you in the right direction.
Book a 25-minute discovery call