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Controller/CFO

Controller + Fractional CFO Services

Partner with a trusted CPA for tailored accounting services, schedule your consultation today!

Financial Leadership for the Next Stage of Growth

Accurate books are essential. But growing organizations need more than reconciled accounts and reports delivered after the fact.

They need financial information they can trust, a finance function that operates with discipline, and an experienced partner who can help leadership understand what the numbers mean before making important decisions.

Rose Group CPAs provides controller and fractional CFO services for growing businesses, nonprofits, healthcare organizations, and FQHCs that have outgrown basic bookkeeping but do not need a full-time CFO.

We help you strengthen financial operations, improve reporting, gain visibility into cash flow and performance, and make decisions with greater confidence.

 

Controller Service

  • INVESTMENT STARTS AT $3000 PER MONTH

Controller services bring structure, consistency, and accountability to your finance function.

This service is designed for organizations with an internal bookkeeper, accounting staff member, office manager, or outsourced accounting team that needs stronger oversight and support. We help ensure the financial work is accurate, timely, and useful to leadership.

Controller services may include:

  • Oversight of the month-end close process
  • Review of reconciliations and general ledger activity
  • Monthly financial statement preparation and review
  • Budget-to-actual reporting
  • KPI and management reporting
  • Cash-flow monitoring
  • Chart-of-accounts and reporting improvements
  • Accounting process documentation
  • Internal-control and workflow support
  • Support and guidance for internal accounting staff
  • Quarterly financial review and planning meetings

 

A controller helps turn accounting records into a disciplined finance function—one that can support growth, meet reporting expectations, and reduce avoidable surprises.

Tailored solutions to enhance your financial management capabilities and drive strategic decision-making for your business.

Fractional CFO

Fractional CFO Services are a cost effective method of involving an experienced CFP, without the heafty price tag of a full time employee. Financial oversight assisting business’s strategic decision-making. Includes month-end close procedures, preparation of financial statements, KPI (Key Performance Indicator) reporting, 12-month forecast, managing revenue recognition, and analyzing performance by project. We ensure a clear understanding of your company’s financial health. Up to 8 director meetings annually to facilitate ongoing collaboration and alignment with your organizational goals. These services can integrate with our accounting Service. Our fractional CFO services in Chapel Hill are tailored to meet the unique needs of each business, providing customized insights and strategies that drive growth and profitability. By leveraging industry best practices and advanced financial tools, we ensure that our clients remain competitive and informed in an ever-changing marketplace. Partnering with us allows companies to access top-tier financial expertise without the commitment of hiring a full-time CFO.

  • INVESTMENT STARTS AT $5000 PER MONTH

Is It Time for a Controller or Fractional CFO?

It may be time to bring in additional financial leadership when:

  • Financial statements are late, inconsistent, or difficult to understand.
  • You have an accounting team but no controller-level oversight.
  • Cash-flow issues continue to surprise leadership.
  • Your budget exists but is not regularly compared with actual results.
  • You are making hiring, pricing, expansion, or capital decisions without reliable financial analysis.
  • Your controller, CFO, or key accounting employee has resigned or is overwhelmed.
  • Your board, lender, auditor, grantor, or investors need better information than your current reporting process provides.
  • You need financial leadership but are not ready to hire a full-time CFO.

Let’s Build a Stronger Finance Function

Your financial information should do more than satisfy compliance requirements. It should help you lead.

Whether you need a stronger accounting foundation, controller oversight, or fractional CFO leadership, Rose Group CPAs can help you create a finance function that provides clarity, accountability, and confidence.

Schedule a consultation to discuss your organization’s financial needs and determine the right level of support.

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