Financial Reporting & Controller Support

Controller-level financial reporting and management accounting for growth-stage businesses.

Built for: Growth-Stage Finance Teams, Family Offices, and Mid-Market Operators

What We Do

Financial Reporting & Controller Support

We provide outsourced controller and financial reporting support to growth-stage businesses, family offices, and mid-market operators that need the rigor of a controller function without the cost of a full-time hire. Our team owns the close, the management reporting pack, and the budget-vs-actual cycle.

Each engagement integrates with your existing tech stack and reporting cadence. Where client compliance permits, optional AI-assisted variance analysis and reporting automation is available as an efficiency layer.

Services

Services Covered

End-to-end ownership of the monthly and quarterly close, including journal entry review, reconciliation sign-off, variance analysis, and close checklist completion.

Structured monthly and quarterly reporting packs covering P&L, balance sheet, cash flow, KPIs, and commentary, formatted to your standards and ready for management and board distribution.

Annual budget construction, rolling forecast maintenance, scenario modeling, and integration of the budget into the management reporting cycle.

Business-model-specific KPI frameworks translated into structured dashboards, updated on your reporting cadence for management, board, and investor use.

Quarterly investor updates, lender reporting packages, covenant compliance reports, and ad-hoc reporting for capital partners.

Memos and workpapers for revenue recognition, lease accounting, stock-based compensation, business combinations, and other technical accounting matters under US GAAP.

AI Capability — Available via Intelligence Layer

Variance Analysis & Reporting Automation (Optional AI Layer)

Where client compliance permits, automated variance flagging, narrative draft generation, and report consolidation can accelerate the reporting cycle, with all interpretation and commentary owned by the controller.