The financial function that keeps pace with the business.
Bookkeeping makes the numbers right. Controller work makes them useful. Planning turns them into decisions. Most businesses enter at the first and need the second sooner than they expect.
For businesses that have outgrown DIY books.
Bookkeeping
Make the numbers right.
Controller
Make the numbers useful.
Strategic Planning
Use the numbers to decide.
Bookkeeping gets everything clean and reliable. Controller work is where those numbers start telling you something. Planning is where they change what you do next.
Bookkeeping
Monthly reconciliations, categorization, and clean financial statements you can rely on. Closed on a set date each month.
Bookkeeping →Controller
Monthly close ownership, margin analysis, KPIs, and driver-based forecasting. What the numbers mean and what to do next.
Controller →Strategic Planning
Turn the financials into a forward view — rolling forecast, scenarios, and the numbers behind decisions about hiring, pricing, a second location, or an investment.
Strategic Planning →Systems & Automation
QuickBooks, payroll, and AP/AR set up to actually work — so data flows where it needs to go and stops requiring manual entry.
Systems & Automation →Fractional CFO
A real person to call when a decision needs real numbers. Strategic finance support without the full-time hire — delivered by our sister firm, Sync CFO.
Fractional CFO at Sync CFO ↗Where to start — and when to add more.
The two build on each other. Bookkeeping gets everything clean and reliable; controller work is where those numbers start telling you something. Here's how businesses usually move between them.
Start with bookkeeping if…
- Your books are behind, messy, or you're doing them yourself
- You need clean monthly financial statements you can trust
- You want a reliable close on a set date each month
- Your CPA is asking for cleaner records at tax time
Add controller work when…
- Revenue is up but you're not sure why profit isn't following
- You can't tell which products, services, or locations make money
- You're planning a hire, a price change, or an expansion
- You want a forecast and KPIs, not just historical statements
Where to next
Your books, done right in QuickBooks
We hold Intuit QuickBooks ProAdvisor certification. Whether the file needs cleaning up, catching up, or setting up properly, it happens in the software you already run.
Controller, however you need it
The same function, scoped three ways. Most businesses arrive through one of these doors.
Where Averan ends and Sync CFO begins
Bookkeeping, controller work, planning, and the systems underneath them. The financial function of the business.
CFO leadership: capital, the board, transaction work. A separate engagement with a sister firm, when you need it.
You hire one or the other. We will tell you plainly which one you need.
Not sure where you fit?
Tell us about your business and we'll help you find the right place to start.
Talk to a finance pro →