Outsourced Controller Services

Your month-end, caught up.

Close reliably, report confidently, and keep cash tight. A fractional controller plus a tight finance rhythm = fewer surprises and better decisions.

Financial reporting feeling like a mess?

The pain: Late closes, messy reconciliations, and “we’ll get that report next week.”

The cost: Delayed decisions, scary board packets, cash blind spots.

Our fix: A dedicated outsourced controller + cadence that delivers clean books, GAAP-ready reports, and tight controls, without the full-time overhead.

Outsourced Controller Services

Our Controller Services Include

Weekly Financial Oversight

Review of AP/AR, bank/credit card recs, checklists, variance follow-ups.

Payroll Coordination

Ensure accuracy, approvals, and system sync (we've worked with Gusto, ADP & more).

Financial Reporting

Monthly P&L, Balance Sheet, Cash Flow, custom segment reporting (class, location, project).

Compliance Support

1099 prep/e-file, sales and use tax coordination, audit PBC and exit-ready/post-close support.

expandCFO Services Comparison

Here is a quick reference tool comparing expandCFO services to in-house, controllers and bookkeepers:

Feature/Provider
expandCFO
In-House CFO
Controller
Bookkeeper
Strategic Planning
✓
✓
✘
✘
Board-Ready Reporting
✓
✓
sometimes
✘
Cash Flow Forecasting
✓
✓
sometimes
✘
NetSuite Optimization
✓
sometimes
✘
✘
Full-Service Finance Team
✓
✘ (1 person)
✘
✘
Cost Efficiency (per year)
$$
$$$$
$$$
$
Scalable with Growth
✓
sometimes
✘
✘
Ideal for $5–$100M Companies
✓
✓
it depends
✘

The first 90 days

Week 1-2

Baseline & risk outlined (books status, controls gaps, cash posture)

Month 1

Stabilize close (clean up recs, accruals, revenue recognition, 1099 data hygiene)

Month 2

Reporting pack (P&L, Balance Sheet, Cash Flow statement board and/or ops view)

Month 3

Controls + automation (policies, approvals, NetSuite saved searches, custom reports and dashboards)

Why Choose Us

Self-Managed

We manage our teams, you have one less HR headache.

On-Time Reporting

Better insight with reliable reporting and a shortened month-end close

Growth-Oriented

Get a proactive approach to your financials and team to scale with you.

Niche Accounting

Access to a team of experts in NetSuite for manufacturing.

Your questions answered

Outsourced Controller FAQ

They own the month-end close, reconcile accounts, implement internal controls, and deliver GAAP-ready financial statements with commentary so leadership can make decisions.

Outsourced controllers ensure accuracy, close the books, and produce reliable reports. CFOs turn those reports into forward-looking strategy, planning, and capital decisions.

Yes. We slot in alongside your staff or bookkeeper, set the cadence, and provide senior oversight and QA.

Yes. We specialize in NetSuite. Our outsourced controllers can help with chart design, segment strategy, posting rules, dashboards, saved searches, and period close.

We prepare and e-file 1099-MISC/NEC and coordinate payroll to ensure accuracy, approvals, and system sync.

Most clients pay between $7k–$10k/month depending on complexity, NetSuite licensing and scope… far less than hiring a full-time controller and in-house team.

Most clients see a stabilized close in the first month and a complete reporting pack, with KPIs, by the end of month two, depending on starting condition.

We fix the close so you can fix the business.

Your competitors aren’t waiting. Neither should you.