Part-time Controller & Operational Accounting
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 basic accounting help but isn’t ready for a full-time finance lead. Includes operational accounting support like job costing, WIP reporting, inventory, and process organization.
What's in it
- Job costing and WIP reporting for project-based businesses
- Inventory support and tracking
- QuickBooks setup, cleanup, or migration to the right software
- Financial process organization and internal controls (approvals, access)
- Audit preparation support and lender / investor packages
- Budgeting and forecasting support alongside the close
- Sit in on the meetings where the numbers matter
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.
Related help
Ready for books you can actually trust?
Thirty minutes with Annie.