I work with growing businesses that have outgrown basic bookkeeping but are not yet ready for a full-time controller or CFO.
Controller Coach helps improve financial reporting, close processes, cash flow visibility, and finance operations.
Would be happy to connect and learn more about your business.
ADVISORY
- Financial Operations Assessments
FRACTIONAL
- Cash Flow Forecasting
- Close Process Improvement
- Budgeting and Forecasting
TRAINING
- One-On-One Controllership Coaching
- Controllership Team Training
- Budgeting and Forecasting Workshops
My Approach To Controllership
Under construction
Under construction
Upcoming Talks & Workshops
Frequently Asked Questions
What is CONTROLLERSHIP?
Controllership is the function responsible for ensuring a company’s financial information is accurate, timely, organized, and actionable.
A strong controllership function goes beyond bookkeeping. It creates the financial foundation that business owners, executives, lenders, and investors rely on to make informed decisions.
Controllership typically includes:
- Managing the monthly close process
- Producing accurate financial statements
- Maintaining internal controls
- Overseeing accounting operations
- Supporting budgeting and forecasting
- Improving reporting and financial visibility
- Ensuring compliance and audit readiness
- Strengthening cash flow management
In growing companies, controllership helps transform finance from a reactive back-office function into a reliable operational partner.
Without strong controllership, businesses often experience:
- Delayed or inaccurate reporting
- Cash flow surprises
- Poor financial visibility
- Weak processes and controls
- Difficulty scaling operations
Effective controllership provides leadership with confidence in the numbers—allowing them to make faster, better business decisions.
How Do I Know if I NEED A CONTROLLER OR A CFO?
The answer depends on the challenges your business is facing today.
In general, a Controller focuses on financial accuracy, reporting, processes, and operational finance, while a CFO focuses on strategy, growth, capital planning, and forward-looking decision-making.
You may need a Controller if your business is experiencing:
- Delayed or inconsistent monthly financials
- Cash flow visibility issues
- Weak accounting processes or internal controls
- Problems during month-end close
- Limited reporting and KPI visibility
- Concerns about accuracy or compliance
- Difficulty scaling the finance function
A Controller helps build the financial foundation of the business by creating reliable reporting, stronger processes, and operational discipline.
You may need a CFO if your business is focused on:
- Raising capital or working with investors
- Strategic planning and forecasting
- Managing rapid growth
- Improving profitability and pricing strategy
- M&A activity or expansion initiatives
- Banking and lender relationships
- Long-term financial strategy
In many growing companies, the first priority is strengthening the controllership function before adding high-level CFO strategy.
If leadership does not fully trust the financial data, strategic decision-making becomes difficult. Reliable reporting and financial visibility are often the foundation that allows CFO-level strategy to be effective.
Do You Only Work With Established Companies?
No. While many businesses seek controllership or CFO support after reaching a certain size, growing companies can benefit significantly from building strong financial processes early.
Controller Coach works with both established businesses and companies in growth stages that need better financial visibility, reporting structure, and cash flow management.
For earlier-stage companies, support often focuses on:
- Establishing scalable financial processes
- Improving reporting and monthly close procedures
- Building cash flow forecasting capabilities
- Creating KPI dashboards and operational visibility
- Preparing for growth, financing, or operational complexity
For more established organizations, services may include:
- Strengthening internal controls
- Enhancing reporting and forecasting
- Supporting leadership decision-making
- Improving finance team structure and efficiency
- Preparing for audits, lenders, or investors
The right time to improve the finance function is usually before financial challenges become operational problems. Strong controllership creates a foundation that supports sustainable growth at every stage of the business.
Do You Offer Ongoing ADVISORY Services?
Yes. Controller Coach offers ongoing advisory support for businesses that need consistent financial leadership, reporting oversight, and operational finance guidance.
Ongoing advisory services are designed to provide more than periodic accounting support. The focus is on helping leadership improve financial visibility, strengthen decision-making, and build scalable finance processes over time.
Advisory support may include:
- Monthly financial review meetings
- Cash flow forecasting and planning
- KPI and dashboard development
- Budgeting and forecasting support
- Monthly close and reporting oversight
- Process improvement and internal controls
- Finance team guidance and operational support
- Strategic financial insights for leadership
Services can be structured as ongoing fractional controllership, fractional CFO support, or project-based advisory depending on the needs and stage of the business.
The goal is to provide practical financial leadership that helps companies operate more efficiently, make better decisions, and prepare for sustainable growth.
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