ABOUT CONTROL CFO
We believe every business deserves
financial clarity.
Control CFO was founded to give small and mid-sized businesses the same financial rigor as
the Fortune 500 — without the overhead, the jargon, or the guesswork.
OUR STORY
Why we started Control CFO
CPA-LED
REMOTE-FIRST
EST. 2014
Most founders don't struggle because their business is failing — they struggle because
they can't see their numbers clearly. Bookkeeping lags weeks behind. Tax season is a
scramble. Big decisions get made on gut feel.
We started Control CFO to change that. We pair meticulous, audit-ready bookkeeping
with strategic CFO guidance, all in one place — so your numbers are always current,
always clear, and always working for you.
Today we support hundreds of growth-stage companies across the country, from
first-time founders to SBIR-funded research teams. The mission is the same for every
one of them: numbers under control.
BY THE NUMBERS
Trusted by founders who count on us.
500+
Clients served
$2B+
Finances under management
98%
Client retention
10 yrs
Avg. team experience
WHAT WE STAND FOR
The principles behind every number.
The standards we hold ourselves to on every account, every month.
01
Accuracy first
Every number is reconciled, reviewed, and right. ‘Close enough’ is never good
enough.
02
Proactive, not reactive
We surface risks and opportunities before they hit your bottom line — not after
the quarter closes.
03
Radical clarity
No jargon, no black boxes. You’ll always understand your own numbers and what they
mean.
04
Audit-ready, always
Books structured to withstand scrutiny — from an IRS notice to a full DCAA audit.
05
Partners, not vendors
We act like a member of your team, genuinely invested in your growth and your
wins.
06
Discretion & trust
Your financial data is handled with bank-grade security and complete
confidentiality.
OUR JOURNEY
From spreadsheet to standard.
2014
Founded
Two CPAs set out to make real financial clarity affordable for small business.
2018
100 clients
Our bookkeeping-plus-advisory model scaled without ever losing the personal touch.
2021
CFO advisory
We added fractional CFO services, helping clients raise capital and plan for growth.
2026
500+ businesses
Today we manage over $2B in client finances for companies across the country.
Let's put your numbers under control.
Join hundreds of founders who finally trust their financials. Book a free 30-minute call
with our team.