Outsourced Controllership
OFFERING OVERVIEW
We own the accounting function and the monthly close, delivering audit-ready GAAP financials and clean reconciliations across the balance sheet, bank, and payroll. Our controllers run the transaction matching and reconciliation work through AI-enabled workflows, so their time goes to judgment and close review instead of data entry, keeping blue-chip controllership talent cost-effective for a growth-stage company. Every engagement starts with an assessment against GAAP, remediates what needs fixing, and stands the books up on repeatable systems and templates.
Included capabilities
Ongoing Controllership
Owns GAAP accounting and the monthly close with audit-ready output and reconciliations across the balance sheet, bank, and payroll.
Accounting Master File Set Up
Designs the chart of accounts, policies, and repeatable close on Exbo systems and templates.
Onboarding & Accounting Assessment
Evaluates current accounting, systems, and processes against GAAP at onboarding, with light opening-balance remediation.
Accounting Remediation
Cleans up historical accounting, rebuilds balance-sheet schedules and the P&L, and transitions books to a clean GAAP baseline.
Financial Package Stand Up
Standardized monthly reporting package (P&L, balance sheet, cash flow, variance analysis) for management and investors.
