Financial Controller Services
The oversight of a chief accounting officer — financial reporting, internal controls, and owner or investor reporting — working alongside the bookkeeper or admin you already have. For businesses and property management firms that need the financial layer above day-to-day data entry, without a full-time hire.
A chief accounting officer, on your terms
A Financial Controller oversees daily accounting operations, financial reporting, and internal controls. It is not a data-entry role — it is the layer of expertise and accountability that sits above it.
Oversight, not data entry
If you already have an admin or bookkeeper handling day-to-day entry, a controller sits above them — owning the reporting, review, and controls.
Reporting & internal controls
Accurate financial statements, sound internal controls, and a clean point of contact for auditors and tax preparers.
Fractional, not full-time
The expertise of a chief accounting officer, scaled to what you need — without the cost of a full-time hire.
The core principles hold — the day-to-day shifts
The same accounting discipline looks different in a standard business than it does in property management. We work in both.
Standard business
Focused on product or service profitability, inventory, and corporate compliance. Typically reports to the CFO or owner and oversees the internal accounting team.
- Financial reporting — Monthly, quarterly, and annual statements — balance sheet, income statement, and cash flow.
- Cost & inventory accounting — Valuing inventory or services and analyzing cost of goods sold to protect profit margins.
- Internal controls — Policies that prevent fraud, reduce waste, and safeguard company assets.
- Audit & tax coordination — The primary point of contact for external auditors and corporate tax preparers.
Property management
Focused on real estate portfolios, trust accounting, and investor relations. Typically reports to property management brokers, investors, fund managers, or owners and oversees the internal accounting team.
- Trust accounting — Keeping tenant security deposits and client trust funds legally separate from operating funds.
- CAM reconciliation — The annual Common Area Maintenance, insurance, and property-tax pass-throughs charged to commercial tenants.
- Property software oversight — Managing property management platforms to keep rent rolls and billing accurate.
- Compliance Level Reporting — Monthly packages that meet regulatory requirements for trust accounting.
- Corporate & Investor Level Reporting — Monthly packages that meet the reporting needs of corporate stakeholders and investors.
- Capital expenditure tracking — Funding and depreciation of renovations, roof replacements, and tenant improvements (TIs).
- Non-Resident Tax Compliance — Managing and ensuring compliance with tax regulations for non-resident property owners.
Is this the right fit?
- Property management firms and brokers who need trust accounting and owner reporting done right
- Professionals who already have a bookkeeper for data entry but need financial oversight above it
- Growing businesses that need a controller's expertise without a full-time salary
- Not-for-profits accountable to a board, funders, or grant-reporting requirements
Community Access Pricing
Cost should never be the reason someone can't get financial support. If our standard pricing isn't sustainable for your circumstances right now, we'll work with you to find a contribution that's sustainable — based on a conversation, not paperwork.
Same care, same service, sliding-scale pricing — your contribution can be reviewed when your situation changes.