OUR SERVICES
Your entire finance function,
handled.
From day-to-day bookkeeping to strategic CFO guidance, tax, payroll, and collections — one
expert team and one clear dashboard for every number in your business.
One partner for every number.
Most businesses juggle a bookkeeper, a tax preparer, a payroll provider, and a pile of
spreadsheets. We bring it all under one roof — integrated, proactive, and always
audit-ready — so nothing falls through the cracks.
WHAT WE DO
Six core services, one integrated team.
Pick the support you need today and add more as you grow. Everything connects to a
single source of truth.
Bookkeeping
Clean, accurate books delivered every month — reconciled and ready.
Monthly close in 5 days
Bank reconciliation
Tax-ready reporting
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Fractional CFO
Strategic financial leadership, part-time — full-time impact.
Cash flow forecasting
Board & investor reporting
Fundraising support
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Tax Planning
Proactive, year-round tax strategy that keeps more money in your business.
Entity optimization
Quarterly planning
On-time filing
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Financial Reporting
Statements you can actually act on, with plain-English commentary.
P&L, balance sheet & cash flow
Management commentary
Investor-ready packages
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Payroll
Accurate, on-time payroll for your whole team, fully managed.
Multi-state compliance
Direct deposit
W-2s & 1099s
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Accounts Receivable
Get paid faster with automated, branded client follow-ups.
Real-time AR dashboard
Automated reminders
Faster collections
Learn more
SPECIALIZED OFFERING
Funded by an SBIR or STTR grant?
We offer DCAA-compliant accounting, indirect cost rates, and federal reporting built
specifically for government-funded R&D companies — so your award survives a
federal audit.
Explore SBIR Services →
THE CONTROL CFO DIFFERENCE
Why teams consolidate with us.
01
Integrated
One team across bookkeeping, tax, CFO, payroll, and collections — no handoffs, no
gaps.
02
Proactive
We flag risks and opportunities before they hit your bottom line, not after the
quarter closes.
03
Transparent
Real-time dashboards and flat, predictable pricing. You always know your numbers and
your bill.
04
Audit-Ready
Books structured to withstand scrutiny — from an IRS notice to a full DCAA audit.
500+
Clients served
$2B+
Finances managed
98%
Client retention
5 days
Avg monthly close
★★★★★
“We replaced three separate vendors and a messy spreadsheet with Control CFO. Now
bookkeeping, tax, and CFO strategy all speak the same language — and I finally trust our
numbers.”
Rachel S.
CEO, Northpeak Logistics
Not sure which service you need?
Book a free 30-minute call and we'll map the right mix of services for where your business
is headed.