Fractional Controller/CFO (Build the Finance Function)

Who it’s for: 

Companies that have grown fast and need better finance systems, controls, and leadership reporting, not just more hours of bookkeeping.

What’s included:

• Review and redesign of workflows: billing, AP, AR, payroll feeds, close process, and reporting.
• Stronger internal controls (approvals, documentation, reconciliations, segregation of duties).
• Optimization of systems and integrations (AppFolio, Yardi, QuickBooks, Sage, Microsoft Dynamics GP) to reduce manual work and errors.
• SOP documentation and team training so the process runs without depending on one person.

What’s included (CFO focus):

• Budgeting, forecasting, and cash flow planning.
• KPI dashboards and leadership reporting (so you can manage performance, not just history).
• Margin/pricing insights and expense control recommendations.

Outcome:
We help you build a finance operation that scales: fewer errors, faster close, stronger controls, and leadership-ready reporting on time.