Fractional CFO & Controller Services

Houston CFO services You do not always need a full-time Controller. You do need senior finance leadership that can build an audit-ready close, improve reporting, and support growth decisions. We provide fractional controller services in Houston for growing companies that need experienced
leadership without adding permanent headcount.


Fractional Controller: Accounting Leadership and Close

  • Own or oversee month-end close and balance sheet integrity
  • Reconciliations, rollforwards, and audit-ready schedules
  • Close calendar, templates, and team workflows
  • Financial reporting packages for leadership, lenders, and investors
  • Policies, documentation standards, and controls-ready processes
  • Coordination with auditors and internal stakeholders

Industries Served

This service is a strong fit for scaling companies that need leadership through growth, audits, financings, acquisitions, or systems changes:

  • SaaS and subscription businesses
  • Professional services and managed services
  • Technology and cloud-enabled businesses
  • PE-backed and VC-backed portfolio companies
  • Multi-entity and acquisition-active companies
  • Companies preparing for audits or lender reporting
  • Founder-led companies building their first finance function

Frequently Asked Questions

Q: Do you offer basic bookkeeping?
A: We can oversee bookkeeping for select clients, but our focus is audit-ready accounting
leadership and complex reporting support.

Q: How do fractional engagements work?
A: Most engagements run on a monthly retainer based on close complexity, scope, and
meeting cadence.

Q: Can you help us transition to a full-time Controller?
A: Yes. We provide interim leadership, stabilize the close, and help transition processes to
your new hire.

Q: At what stage should a company engage a fractional controller?
A: Most companies engage us when basic accounting is no longer enough — typically when an audit, financing, acquisition, or investor reporting requirement creates the need for more structure and oversight than the current team can provide.

Request a Consultation We offer a free initial consultation to individual and businesses.
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