Fractional Controller
Financial leadership without a full-time hire. We bring budgets, rolling forecasts, margin analysis, and capital planning so your decisions are based on real numbers, not guesses.
Beyond the Books
Clean books tell you what happened. They don’t tell you what to do next. At some point your business grows to where accurate records aren’t enough. You need financial analysis that connects the numbers to decisions about pricing, hiring, and growth.
A fractional controller fills that gap. You get the strategic finance work of a full-time controller without the full-time salary. Budgets, forecasts, margin analysis, capital planning. The financial discipline that helps you stop guessing and start deciding based on real data.
What's Included
What's Included
Budgets that reflect your actual business, rolling forecasts that update quarterly, and pricing analysis by service or job type. Scenario planning for major decisions. Monthly meetings to review the numbers and discuss what they mean for the next thirty to ninety days.
How It Works
How It Works
This is an ongoing relationship, not a one-time project. We become your finance function with monthly engagement, regular calls, quarterly forecast updates, and availability when you’re facing a big decision. You get a consistent partner who understands your business and can work through problems with you.
The Guesswork
Most small business owners make financial decisions on instinct. Should you hire that new technician? Can you afford the new truck? Is that project worth the hassle at the price they’re offering? You run the numbers in your head and make a call.
Sometimes you’re right. Sometimes you’re not, and you don’t figure it out until cash is tight and you’re wondering what went wrong. The cost of bad financial decisions compounds. One wrong hire can eat months of profit. One mispriced contract can drain resources for a year.
Pricing Without Data
Pricing Without Data
You know your costs roughly. But do you know your true margin on each service type? Do you know which customers are profitable and which ones barely break even? Without analysis, you’re guessing. Guessing usually means leaving money on the table or winning jobs that lose money.
Growth Without a Plan
Growth Without a Plan
You want to expand, so you hire. Revenue grows but profit doesn’t. You wonder if you priced wrong or spent too much on equipment. The answer is usually in the numbers, but nobody’s looking at them that way. Growth without financial planning often creates bigger problems than it solves.
What Changes
Decisions get easier when you have the numbers. You’re not guessing whether you can afford the new hire. You have a forecast that shows the break-even point and the timeline to get there. You’re not wondering if that big project is worth it. You have margin analysis that tells you before you commit.
The shift is from reactive to proactive. Instead of finding out you had a bad quarter after it ended, you spot the trend halfway through and adjust. Instead of wondering if you can make payroll next month, you have a cash forecast that answers the question three months out.
Better Pricing, Better Margins
Better Pricing, Better Margins
Historical analysis shows which jobs and services actually make money. Future pricing reflects real costs and your target margins. You stop winning unprofitable work because you finally know what unprofitable looks like.
Confident Decisions
Confident Decisions
Should you buy that equipment? Hire that second crew? Take on that project that requires new capabilities? With forecasts and scenario analysis, you can see the financial impact before you commit. Major decisions come with numbers attached, not just hopes.
Greater Boston's Trusted Bookkeeping Partner
The Next Step:
A Short Conversation
We'll ask a few questions, figure out what you need, and give you a straightforward quote.