Outsourced Controller and CFO Services for Growing Businesses

Strategic Financial Leadership Without the Full-Time Overhead

Get experienced financial guidance tailored to your stage of growth — from budgeting and forecasting to board reporting and capital planning.
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Financial Oversight and Strategic Support, Right-Sized for Your Needs.

When your business has outgrown basic bookkeeping — but isn’t ready for full-time finance leader — our fractional CFO and controller services deliver the right level of financial oversight and strategic support. Whether you’re improving processes, tightening reporting, or planning your next move, we offer controller and CFO guidance that fits your goals and budget.

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Outsourced Accounting Options For Growing Businesses

These services are built for businesses in transition – growing, scaling, or simply seeking better visibility and control.

Fractional Controller

Senior-level financial oversight that brings structure, process, and accountability.

Our Fractional Controller model provides a fractional controller ready to strengthen your financial operations by improving oversight, documentation, and internal processes. Ideal for companies with lean finance teams, this role helps ensure your books are clean, your reports are on time, and your systems are working as they should.

Fractional Controller Details

What you get:

  • All BPO Accounting, plus:
  • Oversight of Accounting Operations and Internal Controls
  • KPI Tracking and Financial Ratios Reporting
  • Industry Benchmarking Reporting
  • Budget vs Actual Variance Analysis and Insights
  • Financial Assessment and Implementation of Best Practices
  • Customized Financial and Performance Reports
  • Cash Flow Management
  • Quarterly Business Review Meetings


Why It Works:
Your get structure and accountability without committing to a full-time hire.

package details

Fractional CFO

Strategic Financial Leadership for What’s Next.

When you need more insight, forward-looking planning, or decision support, a fractional CFO brings financial strategy to the table. This role helps connect your financial data to business outcomes — guiding long-term planning, performance analysis, and leadership conversation.

Fractional CFO Details

What you get:

  • All Fractional Controller, plus:
  • Planning, Forecasting, and Budgeting
  • Board/Investor Reporting and Presentations
  • Capital Planning and Funding Strategies
  • Profitability Analysis and Pricing Insights
  • Financial Strategy for M&A, Expansion or Restructuring


Why It Works:
You get executive-level insight and planning - when you need it, without the overhead.

package details
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Not Sure Which Option Is Right for You?

We’ll walk through your operations and help identify the level of accounting support that fits your business today — and where you’re headed next.
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The Tools We Work With

We use secure, cloud-based platforms tailored to your operations — whether you’re managing payables, tracking inventory, or preparing reports for stakeholders. Our team sets up, maintains, and supports the systems that help your accounting run reliably behind the scenes.

Common platforms include:

  • QuickBooks Online – A flexible, cloud-based accounting solution ideal for small to mid-sized businesses
  • Sage Intacct – A more advanced platform designed for multi-entity, multi-dimensional, or high-volume organizations
  • Bill.com – For accounts payable and receivables automation
  • Paychex and Gusto – For integrated payroll and HR coordination
  • Expensify / Divvy – For expense tracking and employee reimbursements
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Related Services

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Guided by Experienced Leadership

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MIRIAM KAPLAN, MBA, CPA

Partner, CAS Practice Leader

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Behind every successful accounting relationship is a leader who knows what it takes to support growing businesses. Miriam Kaplan, MBA, CPA leads our outsourced accounting and advisory services, helping clients bring structure, visibility, and confidence to their financial operations.
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Let’s Talk About What You Need

Start with the right accounting support today.
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Accounting Resources

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Fractional CFO for Construction Business: Increasing Cash Flow Efficiency and Revenue by 400% in Construction Finance

October 23, 2025 Fractional CFO & Controller
Construction companies face unique financial challenges: erratic cash flow, complex job costing, and regulatory compliance demands that can threaten profitability. A fractional CFO service offers ...
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Introduction: Navigating the Complex Landscape of Payroll Compliance In today’s business environment, payroll compliance has become an increasingly critical aspect of operations. Managing payroll is ...
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Expert Guide on Retirement Planning for Business Owners

October 1, 2025 Family Office Accounting
Introduction to Business Owners’ Retirement Planning Strategies Business owners typically need to navigate a complex array of financial challenges when planning for retirement. This guide ...
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