Building a Monthly Close Process That Actually Closes
How to build a monthly close process for a small or mid-sized business: a close calendar, reconciliations, accruals, review, and a checklist that closes.
Controller & CFO Services
Most growing companies need a controller long before they can justify a full-time one. We step into that role on a monthly or project basis, so you get accurate numbers on time and someone experienced to help you read them.
In short: Boyle Accounting provides outsourced controller and part-time CFO services for small and mid-sized businesses: monthly close, financial statements, cash flow forecasting, budgeting, KPIs, internal controls, and lender reporting, drawing on decades of controller and treasury experience in manufacturing, technology, and service industries.
What's included
- Monthly close and reconciliations
- Monthly financial statements with plain-English commentary
- Cash flow forecasting and working capital management
- Annual budgets, KPIs, and variance reporting
- Internal controls and fraud prevention
- Bank, lender, and investor reporting
- Accounting system cleanup and process improvement
Who it's for
Owner-led companies with growing revenue, multiple locations or entities, outside lenders, or a bookkeeper who needs senior oversight.
Frequently asked questions
What does an outsourced controller do?
A controller owns the accuracy of your financial records: closing the books each month, reconciling accounts, producing financial statements, and making sure controls are in place. Outsourced means you get that expertise part-time.
How is a controller different from a bookkeeper?
A bookkeeper records transactions. A controller reviews and finalizes the books, produces the financial statements, manages the close, and advises ownership on what the numbers mean.
Do you work on site?
Yes, when it helps. The more familiar we are with your business, the better we can serve you, and there's no better way to learn it than in person.
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