Outsourced controller services for agencies
Clean books, closed on time, every month — with the reporting integrity your CFO, your bank, and your board can actually rely on.
The role that makes your numbers trustworthy
A controller owns the accuracy of your financials. Where the CFO sets strategy, the controller makes sure the numbers underneath it are right: a timely monthly close, reconciled accounts, disciplined AP and AR, and reporting that ties out. For an agency, that means you can act on your P&L instead of second-guessing it.
Our controllers run a structured close calendar, tighten your chart of accounts around agency realities like project revenue and pass-through costs, and put controls in place so the same numbers mean the same thing month after month. When your CFO walks into a board meeting, the reporting behind them holds up.
CFO and controller — why agencies need both
A common mistake is hiring one and expecting the other. A CFO without a controller ends up cleaning up ledgers instead of steering the business; a controller without a CFO produces accurate reports that no one turns into decisions. We staff both, at the right level, so strategy and integrity reinforce each other rather than competing for the same person’s time.
What’s included
- Monthly close on a defined calendar
- Balance-sheet reconciliations and controls
- AP/AR oversight and cash application
- GAAP-aligned financial statements
- Audit, tax, and lender support
- Chart of accounts built for agency economics
Who we provide this to
We deliver controller exclusively for the industries we come from:
Common questions
What’s the difference between a CFO and a controller for an agency?
The controller looks backward and inward — making sure every dollar is recorded correctly and the close is clean. The CFO looks forward and outward — strategy, forecasting, capital, and growth. You need both; they are different disciplines, not seniority levels of the same job.
Let’s talk about your controller.
Tell us where things stand today and we’ll show you what senior, agency-specific support looks like — without the full-time cost.