Oversight and analysis — not bookkeeping with a different title.
Controller and CFO work adds review, structure, and decision support on top of accurate books. It changes who checks the work, what gets reported, and how often leadership talks about the numbers.
Know which level your business actually needs
Bookkeeping
Are the transactions recorded correctly?
Data entry, reconciliations, payables and receivables, and a closed month.
Controller
Is the work reviewed, controlled, and reported on time?
Oversight of the accounting function, process and control improvement, management reporting, budget preparation, and variance review.
CFO
What should leadership do next?
Forecasting, scenario analysis, margin and job-cost review, tax coordination, and support around financing, hiring, and expansion.
Deliverables, analysis, and conversations
Scope is set with you. Most controller and CFO engagements draw from the following.
Budgeting
Annual budget preparation with department or job-level detail where useful.
Forecasting
Rolling cash-flow and operating forecasts tied to the general ledger.
Cash-flow analysis
Timing of collections, payables, debt service, and owner distributions.
KPI reporting
A short set of measures leadership can act on, reported on a schedule.
Job costing
Profitability by job, contract, or crew so margin problems surface early.
Process improvement
Documented workflows, approvals, and controls across the finance function.
Scenario planning
What-if models for hiring, equipment, pricing, financing, or expansion.
Leadership meetings
Recurring review of results, priorities, and decisions with notes retained.
Not every client needs a monthly CFO meeting
Some businesses get more from a quarterly review of KPIs than from a monthly walk through the profit and loss. We plan the engagement, assess results, and revisit the scope when the business changes.
Build a financial operation that keeps up with the business.
Bring accounting, payroll, tax, and financial guidance into one coordinated relationship with CompFinO.