Controller/CFO-as-a-Service
CPA-led controller and CFO support without the full-time cost: financial strategy, cash flow management, and reporting discipline — amplified by the ERPSync platform.
Key Features
Financial strategy and planning
Cash flow management and forecasting
Month-end close ownership
Lender and investor reporting
Budgeting and variance analysis
Key Benefits
CFO-level expertise scaled to what you actually need
A close process that gets faster every month
Reporting your lenders and investors trust
Platform-backed work, not just advice
Strategic guidance from someone who sees your live numbers
Real-World Use Cases
Multi-Entity Close
Our own practice runs month-end for multi-entity client groups on ERPSync — intercompany reconciliation, document matching, and group reporting on one platform.
Connected Systems
Ecommerce, payments, and operational systems feed the ledger through monitored integrations, so transactions land coded correctly instead of waiting in a re-keying queue.
Reporting That Ties Out
Lender and investor reporting built on a warehouse that reconciles to the accounting system account by account — no more explaining why two reports disagree.