Controller Support for a CPA Firm Offering Fractional CFO Services

Industry

CPA Firm (Advisory & CFO Services)

Services Provided

Month-End Close, Controller Support, Client Dashboards

Location

San Diego, California

Engagement Duration

Since November 2023

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:

Metric Before After
Month-End Close Timeline 12–15 Days 5 Business Days
Partner Time on Ops 15+ Hours/Month Less than 2 Hours
Client Dashboard Quality Manual, Inconsistent Automated, Real-Time

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.

Schedule a Free Consultation Today

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