OUTSOURCED CONTROLLERSHIP
Month-end close, technical accounting, and board-ready reporting, led by a CPA who’s run finance for companies up to $200M in revenue, with AI automation doing the heavy lifting.
VC/PE-backed companies from $1M to $200M with no controller, or a controller who’s drowning. Companies preparing for an audit, a fundraise, or a transaction.
✓ Full month-end and quarter-end close: reconciliations, journal entries, accruals
✓ Flux and variance analysis with commentary your board will actually read
✓ KPI dashboards and real-time financial insights
✓ Revenue recognition (ASC 606), lease accounting (ASC 842), and other technical areas
✓ Cash-flow forecasting and board/investor reporting packages
✓ Close automation: checklists, workflows, and AI-assisted reconciliations that shrink the close every single month
“I’ve streamlined month-end close through automation and process redesign.”
Tell me where it hurts. I’ll map your fastest path to clean books and a calm close.