Controller

Expert Controller Services to Drive Financial Clarity and Oversight

Partner-level controller support for businesses, non-profits, and real estate operations.

At Ontrack Bookkeeping, we offer full-scope controller services designed to bring CFO-level financial oversight to growing businesses. Whether you're a service-based company, nonprofit, or managing inventory-heavy operations, our expert controllers deliver actionable financial insights, ensure compliance, and help you make data-driven decisions with confidence.

Nonprofit Organizations

Grant reporting, board-ready financials, compliance, and restricted fund tracking.

Service Businesses

Manage costs, margins, and recurring income with real-time financial clarity.

Inventory Companies

Gain visibility into cost of goods sold, shrinkage, and vendor management.

Manufacturers

Build stronger P&L insights and cost structures for each production cycle.

Real Estate Firms

Track income per property, allocate costs, and structure multi-entity accounting.

Our Controller Services

Financial Reporting & Analysis

Monthly reporting packages (P&L, Balance Sheet, Cash Flow)

Industry-specific KPI dashboards for quick decision-making

Budget-to-actual comparisons to keep spending aligned

Financial modeling for forecasts, planning, and growth tracking

Financial Reporting & Analysis

Monthly reporting packages (P&L, Balance Sheet, Cash Flow)

Industry-specific KPI dashboards for quick decision-making

Budget-to-actual comparisons to keep spending aligned

Financial modeling for forecasts, planning, and growth tracking

Financial Reporting & Analysis

Monthly reporting packages (P&L, Balance Sheet, Cash Flow)

Industry-specific KPI dashboards for quick decision-making

Budget-to-actual comparisons to keep spending aligned

Financial modeling for forecasts, planning, and growth tracking

Financial Reporting & Analysis

Monthly reporting packages (P&L, Balance Sheet, Cash Flow)

Industry-specific KPI dashboards for quick decision-making

Budget-to-actual comparisons to keep spending aligned

Financial modeling for forecasts, planning, and growth tracking

Why Choose Ontrack Bookkeeping?

We’re not your average controller service. Our partner-led approach means you get senior-level financial oversight—not just monthly reports. As QuickBooks Elite ProAdvisors, we combine enterprise-grade accuracy with the responsiveness and flexibility growing companies need.

Our team specializes in real estate, inventory management, manufacturing, and nonprofit operations, giving you insights tailored to your world. We bring clarity to your books, so you can focus on building your business.

Questions?
We’ve Got You Covered

What’s the difference between a controller and a bookkeeper?

A bookkeeper handles day-to-day entries. A controller ensures accuracy, produces in-depth financial reports, and oversees financial strategy. They’re the bridge between bookkeeping and CFO-level decision-making.

How much do outsourced controller services cost?

A bookkeeper handles day-to-day entries. A controller ensures accuracy, produces in-depth financial reports, and oversees financial strategy. They’re the bridge between bookkeeping and CFO-level decision-making.

Do you help with year-end audits?

A bookkeeper handles day-to-day entries. A controller ensures accuracy, produces in-depth financial reports, and oversees financial strategy. They’re the bridge between bookkeeping and CFO-level decision-making.

Can you work with our existing team or CPA?

A bookkeeper handles day-to-day entries. A controller ensures accuracy, produces in-depth financial reports, and oversees financial strategy. They’re the bridge between bookkeeping and CFO-level decision-making.

Do you support QuickBooks and other software?

A bookkeeper handles day-to-day entries. A controller ensures accuracy, produces in-depth financial reports, and oversees financial strategy. They’re the bridge between bookkeeping and CFO-level decision-making.

Client Results.
That Speaks for Themselves.

"We got more value in 3 months than 2 years with our old firm."
Danielle R.
CFO, eCommerce Brand
"They didn't just fix our books—they made our team smarter."
Mark B.
Owner, Manufacturing Business
"Finally feel in control of our numbers—and it's a relief."
Chaim L.
Director, Regional Nonprofit
"We got more value in 3 months than 2 years with our old firm."
Danielle R.
CFO, eCommerce Brand
"They didn't just fix our books—they made our team smarter."
Mark B.
Owner, Manufacturing Business
"Finally feel in control of our numbers—and it's a relief."
Chaim L.
Director, Regional Nonprofit

Ready to bring order to your finances?

Yes. Most bookkeepers focus on day-to-day transactions. Our consulting services address deeper issues—like reporting structure, system optimization, and long-term financial strategy.

QuickBooks Online
QuickBooks Desktop Enterprise
Intuit Enterprise Suite
Merchant Services
Payroll
QuickBooks Online
QuickBooks Desktop Enterprise
Intuit Enterprise Suite
Merchant Services
Payroll
QuickBooks Online
QuickBooks Desktop Enterprise
Intuit Enterprise Suite
Merchant Services
Payroll
QuickBooks Online
QuickBooks Desktop Enterprise
Intuit Enterprise Suite
Merchant Services
Payroll