Controller Services

Most businesses discover they have a Controller problem the same way — a capital raise surfaces messy books, an audit finds reconciliation gaps, or an acquisition falls apart in diligence because the financials aren't clean. By then the cost of the problem is already real.

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.