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Outsourced Controller Services Backed by Real Advisory Depth

Want to grow your business with fewer surprises? At CDH, we offer direct CFO-level guidance that turns your financial data into a clear roadmap for capital planning and smart decision-making.

We help streamline accounting to accelerate closing cycles and enhance long-term financial strategy.

Talk To An Experienced CFO

The Risks of Growing Without
Controller-Level Support

As companies, bookkeeping alone is not enough. You might face certain risks due to a lack of support at the controller level. They are:

01

Financial Reporting Errors

As your business grows, minor errors in your financial records can become significant problems that impact your bottom line and lead to poor decision-making.

02

Poor Cash Flow Visibility

Without clear visibility into your cash flow, planning and making informed financial decisions become a matter of guesswork.

03

Struggling to Meet Tax Deadlines

If your records are always up to date and audit-ready, you might miss out on tax preparations and face penalties.

Business team discussing financial strategy with outsourced controller services during meeting.

How It Works

What Our Outsourced Controller
Services Include

Our controller services combine specialized accounting and bookkeeping expertise and higher-level advisory.
They include:

A laptop, calculator, and pen rest on a desk next to accounting and business summary documents featuring data tables, line charts, and pie graphs.
1

Internal Controls &Internal Audits

We assess internal controls, such as approval workflows, review procedures, and payment reviews, to support audit preparation.

2

Fractional CFO Advisory

We deliver experienced CFO-level oversight without the full-time costs, helping you confidently navigate strategic and operational challenges.

3

Sage Intacct Implementation

We offer tailored Sage Intacct implementation services that optimize the chart of accounts and automate workflows and reconciliations.

4

Financial Reporting Accuracy

We produce GAAP-compliant income statements, balance sheets, and cash flow statements. We also create budget-versus-actual analysis reports.

5

Month-End Close Oversight

We manage close processes to produce accurate monthly financial statements that comply with accounting standards and support tax planning.

Schedule A Fractional Controller Consultation

What We Deliver

How CDH Delivers Controller Services

Transform and enhance your finance, tax, and accounting operations with our controller services.


Our process involves these 5 steps:

🔍

Initial Financial Assessment

We review your current accounting systems, workflows, and financial records to identify inefficiencies and vulnerabilities.

🛡️

Internal Controls Setup

We create stronger accounting processes for payables/receivables, payroll processing, and expense approvals.

📅

Month-End Close Automation

We streamline month-end close by preparing GAAP-compliant financial statements.

📈

Real-Time Financial Dashboards

We ensure the financial data is streamlined through business accounting software so you can get custom KPIs and real-time cash flow management dashboards.

💡

Advisory and Compliance

We turn financial data into actionable insights that support your tax planning, budgeting, and financial decision-making.

Strengthen Financial Reporting and Oversight

We work alongside your team to ensure financial reporting is organized, timely, and actionable. We also deliver high-level financial insights so leadership teams can make smarter decisions on growth, profitability, hiring, and expansion.

Partner with the CDH team to navigate financial challenges with precision and expertise.

Speak With An Expert
Business professionals reviewing financial documents at desk discussing outsourced controller services strategy.

Proven Results

Who Benefits Most from Outsourced Controller Services

CDH controllers support your industry-specific needs, whether you’re in real estate, software-as-a-service (SaaS), professional services, manufacturing, or non-profit.

Our outsourced controller services are ideal for organizations that:

✓

Use or plan to use Sage Intacct

✓

Need timely, reliable financial reporting

✓

Are growing beyond basic bookkeeping

✓

Financial reporting is frequently delayed

✓

An audit or major financing event is approaching

✓

Want stronger controls without hiring full-time leadership

✓

Operate multiple entities or complex international structures

✓

Leadership is spending too much time on financial operations instead of running the business

✓

Are in an industry with complex accounting requirements, such as manufacturing inventory or healthcare compliance

✓

Expanding quickly either in transactions or employees, needs implementation and monitoring of internal controls.

Why CDH

Why Choose CDH for Controller Support

We integrate CFO expertise and accounting support to provide dependable financial leadership.

Senior-Level CFO Guidance

We don’t stop at bookkeeping. Instead, our approach combines controller- and CFO-level advisory, giving you strategic financial guidance without the costs of in-house leadership.

A Team of Specialists

Our team is made up of accountants and tax experts who collaborate across disciplines so your financial operations run year-round reliably.

Scalable Support Aligned with Growth

Our flexible services let you scale up and down without restructuring your team or hiring complexity. You can get consistent delivery and financial clarity at every stage.

Professional team discussing outsourced controller services during business meeting at conference table.

Frequently Asked Questions (FAQs)

These quick answers cover the questions that clients ask when evaluating outsourced controller services:

What Is the Difference Between a Controller and a Bookkeeper?

A bookkeeper records day-to-day transactions such as payments, invoices, and bills.
A controller, on the other hand, focuses on the financial close process. They review the bookkeeper’s work, close the books, maintain internal controls, generate financial reports, and ensure GAAP compliance.

At What Stage Should a Business Consider Outsourcing Its Controller Function?

Companies can use a financial controller at all stages. However, the need is often dependent on the stage. For example, a startup may negotiate.

Can CDH Step in If We Have an Immediate Financial Leadership Gap?

Yes. CDH can step in through the controller/CFO services.
We provide fractional financial assistance to help businesses manage immediate vacancies, unexpected growth, or cash flow challenges.

Can CDH Work with Our Existing Accounting Software?

Yes, CDH can integrate with your existing system or help you migrate to a platform such as Sage Intacct, which is designed for scalability.

How Long Does It Take to Transition to an Outsourced Controller?

For most companies, it takes 4 to 12 weeks to fully transition to outsourced controller services, from signing the agreement to getting steady state reporting.
However, simple engagements with clean books move faster, while multi-entity structures with unreconciled financial data take longer.

What Does the Onboarding Process Look Like When We Start with CDH?

We offer a structured onboarding plan to minimize disruptions and ensure our controller team adds value from day one.
We have a 30/60/90 plan that sets clear milestones that align with your business goals.

Bring Greater Clarity to Your Financial Operations

Outsource your entire back-office operations to the CDH team of experts so we can strengthen your finance function as you grow. Our controller services are tailored to your growing business’s needs.

Get Fractional CFO and Controller Support