Controller Services

A reliable accounting function is not overhead — it is the foundation every good business decision is built on. Companies that invest in their Controller function achieve better outcomes in financing, M&A, and long-term growth than those that treat accounting as an afterthought.

I provide fractional, interim, and project-based Controller services for private companies, family offices, and institutional investors. My background spans eight years in national public accounting — Arthur Andersen, Grant Thornton, and Laventhol & Horwath — plus decades of Controller-level work across real estate, gaming, cannabis, and technology companies.

What triggers most Controller engagements:

• Your books are behind, inaccurate, or not audit-ready

• You are implementing a new accounting system and need experienced leadership

• Your business is growing and your current accounting function can't keep up

• You have an M&A transaction, audit, or capital raise coming and need clean financials

• You need a Controller but can't justify or afford a full-time hire

What a Controller engagement with me includes:

• Month-end and year-end close management

• Account reconciliations and financial statement preparation

• Internal controls development and documentation

• Accounting system selection and implementation

• State, local, and U.S. tax compliance support

• Audit, review, and compilation support

• Multi-entity consolidation and reporting

• Oversight and management of your accounting team

Engagement structure: Available on a fractional, interim, or project basis. Scope and hours tailored to your situation — from ongoing monthly support to a defined project with a clear deliverable.