Expert Controller Oversight (Fractional Retainer)
You have a capable internal bookkeeper or accounting staff, but your scaling business needs specialized financial oversight to guarantee profitability and guide expansion. This service is your solution for high-level, outsourced financial expertise without the expense of a full-time CFO
The Problem
Your internal team may be handling basic transactions, but they are not equipped to protect the Financial Systems Architecture or provide high-level, proactive strategic guidance.
The Cost of Complacency:
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Unverified Profit: You still worry if the profits reported are real, or if Phantom Profit is hiding due to the lack of specialized WIP or accrual methods.
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Stalled Growth: You lack accurate cash flow forecasts, operational data analysis, and forward-looking budgets needed to secure financing or make large capital expenditure decisions.
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Controller Gap: You are paying for day-to-day work but have no expert partner to drive growth and results using the financial systems.
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The Process
You need on-going high level manage support to make day to day financial decisions.
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Systems Protection and Integrity: We act as the final check on all processes, ensuring your internal team adheres to the clean system architecture and preventing the relapse into data chaos.
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WIP Review and Profitability Deep Dive: We conduct bi-weekly or monthly reviews of Work-In-Progress (WIP), Job Costing reports, and key operational metrics to provide the owner with precise, actionable intelligence on where to focus resources.
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Proactive Forecasting and Guidance: We utilize verified data to create reliable cash flow forecasts, annual budgets, and goal-setting metrics, helping you steer the company toward strategic growth and capital decisions.
The Results
You get a true business partner on your Financial Team to help on a strategic level.
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Elevated Internal Team Performance: Your in-house staff benefits from expert guidance and systems training, reducing errors and increasing the reliability of the reports they generate.
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Unbiased Financial Truth: You gain a partner who provides impartial, high-level analysis of business performance, guaranteeing that your scaling decisions are based on verified data, not guesswork.
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Time Recaptured for Strategy: You reduce the time spent managing and verifying financial reports, allowing you to focus purely on sales, operations, and strategic growth.
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