Frequently Asked Questions

  • A fractional controller is an experienced financial leader who supports your business on a part-time or project basis. You gain the strategic insight and oversight of a full-time Controller—without the full-time cost. Instead of paying a salary plus benefits, you pay only for the time and expertise you need.

  • I work with businesses across a wide range of industries, supporting startups and small- to medium-sized companies at every stage of growth. (Services are not provided to adult entertainment or cannabis industries.)

  • I work WITH your current CPA, not replace them. I don’t file taxes, just help you make sure your books are clean and ready for your CPA to do so.

  • When you hire me, you work directly with me — not a team of associates. I maintain a deliberately small client roster so I can be accessible, responsive, and personally involved in your meetings, calls, and financial oversight.

  • Clean-ups are one of my most common projects. I review your existing records, organize and correct inconsistencies, and establish a system that keeps everything accurate moving forward. We will discuss your specific needs during our first meeting.

  • I take care of recording and reviewing your business transactions in the accounting system you prefer. Each month, I reconcile your balance sheet accounts and prepare clear, accurate financial reports so you always know where your business stands. Your reports are delivered by the 10th of each month.

For additional questions/inquiries, please fill out the form below and I will respond within 24 hours.