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Frequently Asked Questions
What is a fractional controller?
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.
What types of business do you work with?
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.)
Do you replace my current CPA?
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.
Will I actually work with you or your team?
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.
What if my books are a mess?
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.
How does monthly bookkeeping work?
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.
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