The Challenge
A CFO-style CPA firm had strong advisory demand but weak backend execution:
- Month-End Closes Were Late: Data wasn’t ready for strategic reviews.
- No Controller Layer: Partners had to review transactional work.
- Client Dashboards Were Manual: Metrics took hours to prepare.
Our Solution
We became their behind-the-scenes controller team:
Accurate Month-End Close
- Delivered reconciliations, accruals, and clean close by Day 5.
- Prepared all schedules, workpapers, and close checklists.
Dashboards & Insights
- Built automated dashboards in Google Sheets and Fathom.
- Handled trend analysis and data prep for CFO meetings.
The Results
After just six months of working with us, the business experienced tangible improvements:
Key Takeaways
- Reliable backend support empowers high-level client advisory.
- Automating dashboards elevates perceived value.
- Strategic firms need strategic execution partners.
Client Testimonial
We now look like a true CFO partner. The data is ready before we even ask.
Advisory Partner, CFO-Focused CPA Firm
San Diego
Elevate Your Advisory Offering with Controller-Level Support
Accurate closes. Clean data. CFO-ready dashboards.
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