← All services

Part-time Controller Help

You get a senior person watching your numbers without paying for a full-time hire. Good for businesses getting ready for a sale, a loan, or an audit — or any company that’s outgrown a bookkeeper but isn’t ready for a full-time finance lead.

What's in it

  • Set up checks so nobody can mess things up (approvals, who can do what)
  • Pick the right accounting software and get you moved over
  • Sit in on the meetings where the numbers matter
  • Help with insurance and other back-office odds and ends

You probably need this if

You’re hiring a CFO down the road and want clean books to hand them.

You’ve outgrown QuickBooks and don’t know what to switch to.

One person on the team has too much access to the money.

You need somebody who can explain the numbers to a board or a buyer.

How it works

A set number of hours each month. Annie sits in on the calls that need her and stays out of the ones that don’t.

Ready for books you can actually trust?

Thirty minutes with Annie.

Book a Call with Annie