Bookkeeping and controller services for growing businesses.

You started this business to build something — not to spend your evenings on the books. We keep them clean and your numbers clear, so you always know where you stand.

Bookkeeping and controller support without hiring a finance team.

What clients say
★★★★★

"Stepped right in and understood the business. Immediately understood what changes needed to happen. Now we're getting insight instead of always wondering what was happening with our numbers."

Ted R. · April 2026
★★★★★

"They took over from a 'name' CPA firm that clearly hadn't prioritized our account. Cleaned up the mess, moved us to the right system, and made recommendations that have us set up for expansion. A step ahead and a step above."

David P. · April 2026
★★★★★

"Incredibly knowledgeable, professional, and efficient from start to finish. They cleaned up and organized my books and made sure everything was accurate. No confusing jargon — just straightforward guidance that made the whole process stress-free."

Americo C. · April 2026

Cradle to Grave Finance Support

  1. Foundation
  2. Insight
  3. Impact
Bookkeeper

Builds the financial foundation

Transactions entered, categorized, reconciled. Clean, reliable books — the foundation everything is built on, and a service we do in its own right.

Bookkeeping →
Controller · our specialty

Turns financial data into business insight

Owns the monthly close, reconciliations, reporting, and the KPIs — so you can trust the numbers and act on them.

Controller →
CFO

Turns financial insight into strategic impact

Strategy, capital, the board. Powerful — but only once the numbers underneath are solid.

CFO leadership at Sync CFO →

Plenty of clients come to us just for clean, dependable bookkeeping — and that's work we're glad to do. When you're ready for controller-level insight, it's right here, with the same team.

It all connects — and it adds up to what your business is worth.

Your planning, your finances, and your goals aren't separate — they feed each other. Looking at them together, rather than one at a time, is where the real value shows up.

  • Business planning — capacity, growth, direction
  • Business finance — what it earns, costs, is worth
  • Business goals — what you're building toward
Business Value Business planningBusiness goalsBusiness finance Capacity, growth, directionWhat you're building towardWhat it earns, costs, is worth
What you get

Numbers that are right, on a schedule.

Clean books, closed on an agreed date each month — not weeks later. You see collections, margins, and where the cash actually is, every month.

  • Monthly close on a set date
  • Reconciled, categorized, GAAP-consistent books
  • Margin by product, service, or location
  • Driver-based forecasting you can act on
Sample monthly view
Collections$248,300
Gross margin61.4%
Cash on hand$92,100
Runway7.2 months

If any of these sound familiar, a controller is the answer.

Revenue was our highest ever. Why didn't profit move?

Is my newest hire adding margin, or absorbing it?

Payroll keeps climbing. Is it headcount or mix?

Which products or locations actually make money?

How much cash is really mine to spend?

Is the business worth more than the income it pays me?

What working with us gives you.

Controller-level work

Not transaction entry — ownership of the close, reporting, and the numbers that drive decisions.

A real monthly close

Your financials arrive on a predictable date every month, not weeks late and not "mostly done."

One team as you grow

Clean books, then controller work, then advisory — the same team scaling with your business.

Insight, not just reports

We don't just hand you statements. We tell you what moved the numbers and what deserves attention.

Built for growing companies

Large enough to need real financial discipline. Small enough not to need a full finance department.

Let's take the books off your plate.

Tell us where your business is right now, and we'll walk you through what working together would look like — clearly, with no hard sell.

Get started