Controller Services

What You’ll Gain with Controller Services

Partnering with PBMares for controller services brings you disciplined financial management and clarity essential for organizational growth. You’ll benefit from accurate financial reporting aligned with GAAP, while our team helps you confidently navigate complex regulatory environments, including tax laws and grant requirements. Our robust internal controls focus on fraud prevention and risk management, keeping your assets safe and your books ready for audits all year long—no last-minute rush. In addition, our timely and precise reports give your management team valuable visibility to spot trends, manage budgets, and make informed, strategic decisions quickly.

Services Overview

• Month-End Close Management: We oversee a disciplined closing process to ensure all income and expenses are recorded in the correct period, reconciliations are complete, and books are closed on time.
• Financial Statement Preparation: We deliver accurate balance sheets, income statements, and cash flow statements tailored to the needs of your board, investors, or bank.
• Budgeting & Forecasting: We assist in building realistic annual budgets and rolling forecasts, helping you track actual performance against your financial goals.
• Audit Coordination: We act as the primary liaison with your external auditors, preparing necessary schedules and answering inquiries to ensure a smooth audit experience.
• Policy & Procedure Development: We document and implement standard accounting policies to ensure consistency and continuity in your financial operations.
• Cash Flow Management: We monitor cash positions and provide cash flow projections to ensure you have the liquidity to meet obligations.

Steps to Implementing Outsourced Controller Services

We seamlessly integrate with your team to provide oversight that feels internal but functions with external independence.

1. Financial Health Assessment: A thorough review of the current chart of accounts, reporting processes, and internal controls is conducted to identify gaps and areas for improvement.
2. System Optimization: The general ledger is cleaned up and accounting software is optimized to ensure accurate data capture and efficient report generation.
3. Process Implementation: A rigorous month-end close checklist and reporting calendar are established so financials are delivered on a clear and predictable schedule.
4. Ongoing Oversight: A dedicated controller reviews back-office work, analyzes variances, and meets regularly with leadership to discuss financial results.