Outsourced Controller Services
Ensure your company’s financial accuracy, compliance, and control with a dedicated, outsourced finance controller who can connect bookkeeping detail to strategic oversight.
WHAT WE DO
Compliance with Real-Time Insight
From tighter controls to cleaner closeouts, our controllers keep your accounting steady, accurate, and audit-ready.
Validation of Tactical Work
We review and approve outputs from bookkeepers or staff accountants to ensure they’re accurate and align with reporting needs.
Financial Compliance Management
TydeCo™ helps manage industry-specific regulatory obligations, from grant reporting to IOLTA trust accounting and financial covenants.
Process Compliance Oversight
We ensure consistent approval workflows across teams for POs, cards, CRM usage, and spend controls.
3rd-Party Integration Assurance
We help businesses oversee and troubleshoot how their financial tools are being used, offering training and fixes to maintain data quality.
SERVICES
Reliable, Compliance-Focused Oversight
Our Clients
Trusted by the Best
We’re proud to support the teams behind these logos. Long-term partnerships built on trust, capability, and results that hold up.
GET STARTED
Add oversight without the overhead. Our controllers keep books clean.
FROM CHALLENGE TO CHANGE
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Success Stories
We want the world to see how virtually anything is possible with the right tools, solutions, support, and, of course, expertise
How We Work
Three Steps to a Better System
We take time to understand what’s not working, then build practical systems that fix it and keep it fixed.
Discovery
We dig into what’s slowing you down, pinpointing messy processes, gaps, and what’s getting missed or duplicated.
Scope & Proposal
We outline what needs fixing, what it’ll take, and what a better setup looks like.
Onboarding
We get your team aligned, systems configured, and workflows in place, without confusion, rework, or wasted time.
FREQUENTLY ASKED QUESTIONS
Outsourced Controller FAQs
Need better documentation or compliance processes? These are the controller-level questions we get most often.
What does an outsourced controller do for our business?
An outsourced controller takes care of the bigger picture. These are usually month-end tasks, like reviewing bookkeeping, reconciliations, and the month-end close process. They make sure your financials comply with governing regulations, including industry-specific requirements, and that you’re tax-ready come tax season. They also provide insightful strategic financial advice.
How is this different from a bookkeeper or CFO?
Bookkeepers manage the physical side of things, like data entry (aided by automation) and reconciliations. Controllers ensure the data is accurate and that bookkeeping, reporting, and process documentation comply with regulations. Controllers play an advisory role, especially in budgeting and strategizing. They’re the final bastion of quality control before critical financial decision-making.
What kinds of compliance tasks does a controller manage?
Controllers are like a one-stop-shop for compliance. They manage virtually everything that has specific regulatory requirements.
- Compliance requirements governing grant reporting, trust accounts, and indirect rates.
- Cross-state registration and reporting.
- Internal and external audits with clear audit trails.
- Ensure documentation is current and meets requirements for financial processes.
Can your controllers work within our systems and team structure?
Yes. Our controllers are well versed in different systems, including Sage Intacct and QuickBooks. They also provide assistance with legacy and hybrid setups, optimizing the system until it can be upgraded. Our flexible approach enables us to manage all your financial management needs or adopt a supportive role for internal financial teams.
What industries do you typically serve with controller services?
We provide controller services for several industries, including:
- Nonprofits that need grant tracking.
- Healthcare providers that need HIPAA-aware systems.
- Law firms that need trust accounting services.
- SaaS companies with revenue recognition and cash flow requirements.
- Financial services providers with intercompany allocations.
Whatever the industry, we maintain our reputation for high quality standards.
What does a controller change first?
There are a number of changes that could be considered priorities. We’re going to look at four of the most important that need a controller’s immediate attention.
1) Standardize reconciliations and log evidence with the task. This makes life much easier for reviewers because all the information they need is right there. No need to chase screenshots.
2) Controls are embedded in approvals and access. This means the approval process is transparent and access to data is carefully managed with authentication and authorization processes. The result? Fewer policy breaks and greater clarity for auditors.
3) Ensure cash, aging, and variance packs are shipped on schedule. This gives leaders and boards time to process information so that meetings can focus on making informed decisions.
4) There’s always a small backlog of relatively easy fixes. Tackling them in order of priority (greatest impact) delivers quick wins that are great for building momentum, motivation, and morale in teams.
How do controllers improve accuracy without adding headcount?
The short answer is they improve efficiency while reducing costs. The longer, more detailed answer is they improve efficiency and reduce costs by:
- Mapping the true path for procure-to-pay and order-to-cash. This identifies duplicate steps or entries, which are removed. The newly clean flow is then automated.
- Using exception-based reviews. This takes staff off routine entries, so they can focus on outliers instead.
- Integrating key systems, which facilitates smooth, consistent data flow, which requires less rekeying and fewer adjustments.
- Keeping intercompany rules and eliminations consistent. This provides the stability needed to stop group reporting from breaking each quarter.
Removing unnecessary redundancies, automating routine tasks, and streamlining workflows do three things. They improve efficiency and increase accuracy which saves time. Your staff can use the time saved on more productive work, like strategizing for the upcoming financial quarter.
