Outsourced Controller Services
Operational oversight, structured financial controls, and month-end accuracy for growing businesses.
Your business needs more than bookkeeping — it needs financial leadership. As your outsourced controller, we oversee your financial operations, enforce proper controls, manage the month-end close, and ensure your financial statements are accurate, timely, and decision-ready. From systems to processes to reporting, we bring the structure and clarity your business needs to scale confidently.
Month-End Close Management
Accurate financials every month.
We oversee and manage the entire close process — reconciliations, adjustments, reviews, and reporting — ensuring your numbers are accurate, complete, and delivered on time.
Oversight of AP, AR & Bookkeeping
Ensure everything is done right.
We supervise your bookkeeping, payables, and receivables processes, correcting gaps and enforcing proper workflows for reliable financial data.
Financial Controls & Procedures
Reduce risk and strengthen accuracy.
We establish internal controls, approval workflows, documentation standards, and system procedures that protect your business from errors and inconsistencies.
Cash Flow Monitoring & Analysis
Stay ahead, not behind.
We review cash position, inflows, outflows, and upcoming obligations to help you anticipate needs and maintain healthy liquidity.
KPI Tracking & Performance Reporting
Know what drives results.
We monitor margins, expenses, productivity, and financial ratios — giving you clear visibility into the trends that matter.
Audit & Lender-Ready Financial Preparation
Be prepared before anyone asks.
We organize your records, create supporting schedules, and prepare financials that are ready for lenders, auditors, and investors.
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INDUSTRIES WE SERVE
Controller oversight is essential across all 13 industries — including restaurants, construction, retail, e-commerce, logistics, medical practices, real estate, professional services, and more. We tailor our approach to your operational structure and financial complexity.
Law Firms & Professional Services
Restaurants, Food & Hospitality
Medical & Healthcare Practices
Real Estate & Construction
Retail & E-Commerce
Financial Services
Manufacturing & Distribution
Entertainment & Media
Education
Agriculture & Agribusiness
Energy & Utilities
Technology
Small Business & Startups
04. Reporting
Make decisions with clarity.
You receive structured monthly reporting, KPI insights, and guidance that helps you understand your financial performance and plan ahead.
03. Oversight
Manage operations with discipline..
Each month we oversee the close, review reconciliations, validate accuracy, monitor cash flow, and ensure your numbers are dependable.
02. Cleanup
Build a strong foundation.
We correct historical issues, redesign processes, establish internal controls, and set up reliable workflows for your operational needs.
01. Assessment
Understand your current structure.
We review your systems, processes, chart of accounts, month-end workflow, and financial reporting to identify gaps and priorities.
OUR PROCESS
A controller manages the operational side of your finances — overseeing bookkeeping, month-end close, reconciliations, controls, reporting, and financial accuracy.
A bookkeeper enters transactions. A controller oversees the entire accounting process, ensures accuracy, and produces reliable financial statements.
Yes. Controllers supervise and audit your bookkeeper’s work, ensuring your books are compliant, accurate, and properly structured.
Absolutely. We manage and strengthen your month-end workflow so your financials are delivered accurately and on time.
Yes. We establish approval workflows, documentation standards, and controls that reduce risk and prevent errors.
Yes. We manage controller oversight for multi-location and multi-entity organizations.
Yes. We explain trends, variances, KPIs, and performance drivers so you can make informed decisions.
Yes. We prepare structured, compliant reporting and supporting schedules required for audits, loans, and investor reviews.
Yes. We offer expedited controller support to get your financials current and accurate as quickly as possible.
Financial Leadership
We don’t just review numbers — we manage the systems, processes, and workflows that keep your accounting accurate and reliable.
Strong Internal Controls
We implement approval workflows, document standards, and risk-reducing procedures that protect your financial integrity.
Daily Responsiveness
We stay involved in your financial operations every day — answering questions, reviewing issues, and supporting your team in real time.
Trust & Transparency
You receive structured financial statements, KPI insights, and monthly reviews that highlight your business performance with clarity.
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By the Numbers
Our controller services bring order, structure, and reliability to growing businesses. These numbers reflect the scale and accuracy of our oversight.
$900M+
financial volume managed
85+ Years
Combined Experience
50 States
supported nationwide
99%
Client Retention
Testimonials
Businesses rely on our controller oversight to maintain financial accuracy and operational discipline.
Our month-end close used to drag for weeks. Ledger Board transformed it into a smooth, reliable process.
Anthony J.,
Construction Company Owner
They oversee our bookkeeping team, establish controls, and keep everything organized. Our financials have never been clearer.
Maria K.,
Multi-Location Retail Operator
Controller oversight helped us catch issues early and get lender-ready financials fast.
Jason M.,
Real Estate Developer
Connect with Leaders
Meet the specialists who deliver controller-level oversight for businesses nationwide.
Bring Structure and Leadership to Your Financial Operations
Complete the form below and our team will assess your current processes, identify operational gaps, and develop a controller plan built around your business needs.