Controller Services: The Secret to Financial Compliance & Efficiency

In today’s fast-moving environment, controller services bring discipline to closes, controls, and reporting—unlocking compliance and efficiency so owners can make faster, smarter decisions. At Henriquez Accounting & Tax Services, we combine a rigorous monthly close with written policies, KPI dashboards, and tax planning to keep leaders proactive, not reactive. Explore our Accounting & Bookkeeping, Outsourced Controller/CFO, and Business Consulting.

Why Controller Services Matter

• Compliance-first operations: GAAP-aligned processes, audit trails, and documented approvals.
• Tighter cash control: daily/weekly cash views, AP/AR oversight, and spending guardrails.
• Decision-ready reporting: timely P&L, Balance Sheet, Cash Flow with variance notes.
• Process efficiency: close checklists, role-based permissions, and automation to reduce errors.
• Risk reduction: segregation of duties, vendor onboarding checks, and policy enforcement.

Month–Quarter–Year: What We Run

Monthly

• Close the month: reconciliations, tie-outs, accruals/deferrals, and lock prior periods.
• AP/AR health: aging reviews, credit terms, and collection cadence.
• Reporting: financial statements + KPI pack with variance commentary.

Quarterly

• Budget vs. actual analysis; rolling forecasts and cash runway.
• Control testing: approvals, spend thresholds, and user access audits.
• Estimated taxes and entity-specific reviews (e.g., officer comp for S-Corps).

Annually

• Audit/tax package prep with schedules and documentation.
• Policy updates: close calendar, purchasing, and documentation standards.
• Strategic planning: pricing, margins, and capital planning.

Core KPIs We Track

• Close timeliness (business days to close), budget variance %, and error rate.
• Cash runway, AR/AP aging, DSO, and vendor on-time payment %.
• Gross/operating margin trends and payroll % of revenue.

Common Gaps We Fix

• No monthly close → leaders fly blind; audits/taxes become a scramble.
• Weak segregation of duties → spend leakage and fraud exposure.
• Uncontrolled AP/AR → cash surprises and vendor/customer friction.
• Ad-hoc reporting → decisions made on stale or inconsistent data.

How to Choose the Right Controller Partner

• Documented governance: written close calendar, policies, and RACI/permissions.
• System fluency: QuickBooks Online/Desktop; payroll & bill pay; integrations/playbooks.
• Cadence: monthly closes, quarterly reviews, and annual planning—not just cleanup.
• Transparent pricing: fixed-fee scope with SLAs, KPIs, and response times.

What You’ll Get Working With Us

• Close-on-time financials with reconciliations and variance notes.
• Policy pack: approvals, spending limits, documentation, and audit trails.
• Executive dashboard: margins, cash runway, AR/AP, and operational KPIs.
• Tax-ready books and support for returns, notices, and audits.

 Book a 30-Minute Consultation

FAQs

Is this the same as a CFO?

No—a controller focuses on accurate books, controls, and reporting cadence. A CFO focuses on strategy, capital, and growth initiatives. Many clients use both (fractionally).

Will you replace my bookkeeper?

Not necessarily. We often standardize processes, supervise the close, and level-up reporting while your bookkeeper executes day-to-day.

What do you need to start?

Prior financials, bank/credit statements, system access (QuickBooks/payroll/bill pay), and any existing policies or checklists.

Can you help during an audit?

Yes—our documentation, tie-outs, and audit trail make responses faster and lower risk; we coordinate with your CPA as needed.

Ready to unlock compliance & efficiency?

Put your close, controls, and reporting on rails. Talk to an Enrolled Agent today. Schedule Consultation