Fractional Controller Services
Supplement your in-house bookkeeping team with Lead Advisors who will organize financial information and provide comprehensive reports.
Experts in Fractional Controller Services
Simon Lever’s Lead Advisors act as the client’s controller, organizing reports that inform internal financial teams. This service is specifically designed for family and closely-held businesses that may not be large enough to hire full-time controller resources, but need more insight than their bookkeeper can provide.
For an added layer of support, Fractional Controller Services include monthly touch points and quarterly strategic meetings. Clients can expect minimal demands on their time, timely insights, and regular updates from their Lead Advisor.
Key Services
- Reconciliation of accounts
- Timely Insights
- Technology Integrations
Meet Our Fractional Controller Services Team
Learn More About Fractional Controller Services
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Service Done Differently
Service is at the heart of everything we do. Specializing in closely-held and family-owned organizations, we are deeply invested in the success of our clients. Our Lead Advisor approach gives each client access to an experienced professional who understands the value of asking the right questions and acting quickly on the solutions.