Fractional · Interim · Contract Controller

Financial statements you trust.
Decisions you can act on.

Close the books. Reconcile the balances. Give the accounting work clear ownership. Engage Margin Max for recurring Controller support, temporary coverage or a defined cleanup.

Discuss your financial operations →Book a 30-minute call →

Defined role, authority, deliverables and fee · Availability confirmed during scoping

The work / Financial control
A close with clear ownership.
A close with clear ownership.Close calendar · Worked exampleExplore this view →
From the Margin Max portfolio

Controls you can inspect.
Reporting you can use.

These portfolio views show how reconciliation checks and management reporting can support an accountable review rhythm.

System health monitor showing record-count checks, fee reconciliations and exception status

Reconciliation & integrity checks

A control view checking record counts, fee totals, missing information and reconciliation differences.

Explore the full report ↗
Sales performance summary showing budget comparisons, job costs, net profit and receivables by anonymized salesperson

Sales, margin & receivables

A reporting view connecting actuals, budget, job costs, profit, commissions and receivables.

Explore the full report ↗
Choose the engagement

Choose ongoing support,
temporary coverage or cleanup.

Fractional Controller

An agreed recurring commitment for close oversight, reporting, accounting-team review and financial controls. Suitable when the responsibility is ongoing but the role need not be full-time.

Interim or contract Controller

A defined bridge through a vacancy, transition or period of added workload. Agree the responsibilities, decision authority, duration and handoff.

Cleanup & stabilization

A project for overdue close work, unreconciled accounts or unreliable reporting. Begin by assessing record condition, material gaps and achievable priorities.

The financial operating rhythm

Close. Reconcile.
Review. Decide.

  • Month-end close calendar, review standards and GAAP reporting.
  • Bank and balance-sheet reconciliations; documented exception follow-up.
  • Multi-entity consolidations and intercompany activity.
  • AP/AR controls, aging visibility and collections accountability.
  • Cash forecasting, treasury visibility and working-capital review.
  • Budgets, forecasts, lender reporting and management reporting packages.
  • Internal controls, audit preparation and support.
  • Accounting-team supervision, training and documented procedures.

Financial reports that explain cash, margins and outstanding work.

We connect the completed close to cash forecasts, job margins, budgets and management reports. The engagement defines the systems, reporting responsibilities and review process, including QuickBooks and Excel where appropriate.

Fractional CFO and owner advisory work may be separately scoped when the business needs planning, scenario analysis or financial decision support beyond the Controller role.

Need construction job costing or WIP reporting? →
Experience behind Margin Max

Financial discipline.
Operating perspective.

More than 20 years across finance, accounting and operating leadership, with construction-company ownership and enterprise hospitality experience.

$1.5M+Aged receivables recovered within 90 days in a historical construction engagement.
$2M → $8MApproximate increase in posted, fully reconciled balances during accounting stabilization.
$80M+Assets in entities supported through multi-entity GAAP close and reporting.
14-personAccounting-team leadership experience.

Figures describe separate past roles and engagements. The $2M-to-$8M measure is reconciled accounting balances, not cash recovered.

Experience includes accounting infrastructure for construction and real estate; job costing, WIP reporting, daily bank reconciliations and AR controls; advanced QuickBooks and Excel work.

Experience & references →
A practical engagement

Establish the picture.
Stabilize the work.
Make the handoff clear.

  1. 01 / DISCUSS

    Start with the business problem.

    Tell us what is late, unreliable or taking too much owner attention. A confidential introductory conversation helps establish fit; no diagnostic is required.

  2. 02 / DEFINE

    Agree the work and price.

    Confirm entities, systems, records, priorities, deliverables, review authority, fee and timing. Cleanup and ongoing leadership have different scopes.

  3. 03 / DELIVER

    Deliver the work. Document who maintains it.

    Complete the agreed close, reconciliation, reporting or process work. Document outstanding issues, review responsibilities and what your team needs to maintain. Ongoing support is agreed separately.

Discuss your financial operations →Book a 30-minute call →
How the work is controlled

Preparation. Review.
Exceptions with an owner.

Establish a close calendar, assign preparers and reviewers, reconcile supporting schedules to the ledger and resolve or escalate exceptions before reporting. Lead the accounting team through the review, explain material variances to ownership and document the final reporting and period-lock decisions.