Senior oversight for the close, the numbers and the story they tell — as a dedicated member of your team. You define the scope, you interview the finalists, we handle everything an employer handles.
Most firms do not have a capacity problem at the close so much as an ownership problem. The checklist exists, the work gets done, but someone senior — usually a partner or the owner of a fractional CFO practice — is the one holding the sequence together, chasing the last three items and rebuilding the reporting package. Controller support takes the running of it, so your senior people spend the month-end on judgment rather than coordination.
NETSUITE · QBO ADVANCED · FATHOM
This is the most senior of the six seats we place, and the one most often scoped rather than standardized. See the full role set on our services page.
Four steps you care about, out of the seven we run. This seat usually takes the longest at step two, because the shortlist is smaller.
Thirty minutes on your close calendar, your reporting package and where the review line sits between this seat and your partners.
Six gates — English, role-specific accounting exams, software assessments, references, a senior panel interview, and then yours. Fewer than 5% of applicants clear all of them.
Meet 2–3 finalists. For a seat with this much judgment in it, we expect a longer interview than for any other role we place.
Training on your close calendar, reporting standards and client context, security onboarding, then ongoing HR, payroll and performance management from us.
The full seven steps and all six screening gates are on the how it works page.
Controller support is priced custom — senior talent scoped to your close, reporting and forecasting needs, rather than fitted to a standard seat. However it is scoped, it resolves to one flat monthly fee with everything below included.
Either, and the distinction is worth settling on the discovery call. Some firms place this seat as the person who runs the close day to day under a partner's review; others place it under an existing controller to take the coordination and reporting load off them. The role definition we write after the call says explicitly which one you are buying, including where the review line sits.
Yes, and fractional CFO firms are one of the four kinds of firm we build for. The seat is full-time and exclusive to your practice, so you allocate it across clients as your engagements shift. What we would flag: the more distinct reporting packages a single seat carries, the more onboarding time it needs before it is genuinely faster than doing it yourself.
Senior enough that the shortlist takes longer to assemble than for any other role we place — which is the honest way to say it, rather than quoting an average years-of-experience figure we would then have to defend on every search. You will judge seniority directly: you interview the finalists, on your own close and reporting scenarios, and nobody joins your firm without your approval.
That is your decision. Most firms keep client-facing presentation with their partners and use this seat to build the package, the KPIs and the commentary behind it. If you do want the seat client-facing, tell us on the discovery call — it changes what we weight in screening, particularly on communication.
Book a 30-minute discovery call. We'll scope the seat around your close calendar and reporting package.