Controller-level oversight. Fractional cost.
Full financial operations leadership without the full-time salary. A/R & A/P oversight, accrual accounting, WIP tracking, and management-level reporting — all handled by a CMA.
Our Approach
Full oversight. Fractional investment.
Three pillars that give your business controller-level financial leadership.
Financial Operations Oversight
Full visibility and control over your financial operations. A/R, A/P, accruals, and WIP — all managed and monitored.
Management-Level Reporting
Custom reports built for decision-makers. Budget vs. actual, department-level P&L, and executive summaries that drive action.
Strategic Financial Leadership
Controller-level insight without the controller-level salary. Chris partners with your leadership team to guide financial strategy.
Your Journey
Discovery Call
45 min free. We assess your financial operations and identify gaps.
Financial Assessment
Chris audits your current systems, processes, and reporting structure.
System Implementation
New processes, reporting cadences, and oversight protocols in place within 30 days.
Ongoing Oversight
Monthly management reporting, quarterly strategy reviews, and continuous process improvement.
What's Included
Everything a controller handles.
Full financial operations oversight built on top of everything in Tier 1 and Tier 2.
A/R & A/P Oversight
Accounts receivable and payable managed, monitored, and optimized for healthy cash flow.
Accrual Accounting & WIP Tracking
Revenue recognition, expense accruals, and work-in-progress tracking for accurate financials.
Management-Level Reporting
Executive summaries, department P&L, budget vs. actual — reports built for leadership decisions.
Financial Operations Oversight
End-to-end oversight of your financial processes, controls, and compliance requirements.
Budgeting & Forecasting
Annual budgets, rolling forecasts, and variance analysis to keep your business on track.
Everything in Tier 1 & Tier 2
Full bookkeeping, reconciliation, strategy calls, and advisory — all included as your foundation.
What to Expect
From assessment to full oversight.
01
Book a Call
Choose a time and tell us about your business. We'll assess whether controller-level support is the right fit.
02
Operations Audit
Chris reviews your financial systems, processes, and reporting gaps. You get a clear assessment of where things stand.
03
System Build-Out
New reporting, controls, and processes implemented. Accrual accounting, WIP tracking, and management dashboards — all set up.
04
Ongoing Oversight
Monthly management reports, quarterly strategy reviews, and a CMA who operates as your outsourced controller.
Why Chris
Not just oversight. Your financial partner.
25+
Businesses
3+
Years
CMA
Certified
What You Get
- Dedicated CMA acting as your controller
- Same-day response on financial questions
- Management-level reporting & dashboards
- Monthly financial operations oversight
- Quarterly strategy reviews with leadership
- Full A/R, A/P, and accrual management
Our Credentials
- Certified Management Accountant (CMA)
- Institute of Management Accountants member
- QuickBooks Online ProAdvisor
- 25+ businesses served across the US
- 3+ years dedicated advisory practice
- QuickBooks ProAdvisor
Common Questions
Everything you need to know.
You get the same strategic oversight and financial leadership, but at a fraction of the cost. Chris works with your team on a recurring basis without the overhead of a full-time hire.
Fractional controller services are ideal for businesses doing $1M–$15M in revenue that need financial leadership but aren't ready for a six-figure hire.
A/R & A/P oversight, accrual accounting, WIP tracking, management-level reporting, and full financial operations oversight. Everything in Tier 1 and 2 is included as the foundation.
Monthly management reviews and quarterly strategy sessions are standard. Additional check-ins are scheduled as needed based on your business cycle.
No. Chris is based in Tempe, AZ but works with clients virtually across the US.
Your finances deserve real clarity.
Book your free call and find out what your numbers are really telling you. One person. One relationship. Real answers, not reports that collect dust.
Get Started
Choose your preferred way to connect
No commitment needed · In-person or virtual across AZ