Bookkeeping, controller work, and planning.
Every owner arrives with a different problem. Books that are behind. A decision waiting on numbers nobody trusts. A hire, a location, a price, an offer. We start where you are, make the numbers something you can decide from, and get you ready for the growth ahead.
Every stage, from the first month of trading.
Your Business Goals
Where you are trying to take it.
Bookkeeping
Books that are current and accurate.
Controller
Ownership of the close and the reporting.
Planning
Goals, business model, and numbers lined up.
CFO
Experience in the room for the bigger calls.
Sale Prep
Financials that hold up in diligence.
Bookkeeping
Monthly reconciliations, categorization, and clean financial statements you can rely on. Closed on an agreed 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 Averan Advisors.
Fractional CFOSale Preparation
Books that survive diligence, GAAP-consistent history, accrual accounting revenue, and records a buyer’s quality-of-earnings team can work through without finding surprises.
Sale Preparation →Franchise Launch Package
Books setup, an opening budget and cash forecast, year-one targets and the first three monthly closes for a new franchise owner, from signing to 90 days after opening.
Read →Momentum X, Strategic Planning
Beyond EOS. A quarterly operating rhythm built on numbers you trust: vision, a twelve-quarter map, quarterly moves, and the measures that tell you whether any of it is working.
Momentum X →Fractional CFO for GovCon
Indirect rates (overhead costs spread across contracts), incurred cost submissions, DCAA readiness, and the finance function a government contractor is audited on.
Read →Fractional CFO for PE Portfolios
Board reporting, value creation plans, and the reporting cadence a sponsor expects from a portfolio company.
Read →Interim CFO
Cover between CFOs, with the close, the forecast and the board pack owned from day one.
Read →Path to Sale
Exit preparation: GAAP clean-up, working capital baseline, EBITDA bridge and the diligence file.
Read →Finance Executive Search
Hiring the controller or CFO who takes it from here, through Averan Partners.
Read →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 an agreed date each month
- Your records need cleaning up before 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 along with 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.
The monthly work, in detail
The pieces that make up a month, each scoped on its own.
Where do you fit?
Pick the one that sounds like your business.
Weighing whether to hire instead? Take the finance leader diagnostic.
Still deciding?
Tell us about your business and we’ll help you find the right place to start.
Free Consult →The questions this work answers
Each one is worked through on its own page, with the numbers that show it.
Not sure which one you need?
The decision guide starts from the symptom and ends at the role, with the revenue band each one usually sits behind. Work through it.