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.
Grant reporting, board-ready financials, compliance, and restricted fund tracking.
Manage costs, margins, and recurring income with real-time financial clarity.
Gain visibility into cost of goods sold, shrinkage, and vendor management.
Build stronger P&L insights and cost structures for each production cycle.
Track income per property, allocate costs, and structure multi-entity accounting.
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
Segregation of duties to reduce fraud risk
Documentation of policies and internal accounting workflows
Regular reconciliations and review procedures to ensure accuracy
Pre-audit reviews with actionable checklists
Support gathering audit documentation and liaising with auditors
GAAP and 501(c)(3) nonprofit compliance guidance
Capital allocation strategies and scenario modeling
Profitability and pricing structure evaluations
Loan prep, financing reports, and lender documentation packages
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.
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.
Costs depend on your business size, complexity, and service scope. We offer flexible packages—contact us for a tailored quote.
Yes. We help you prepare documentation, identify gaps, and work directly with auditors to make the process smoother and faster.
Absolutely. We collaborate seamlessly with your in-house staff or external accountant to streamline reporting and controls.
Yes. We specialize in QuickBooks Online, QuickBooks Enterprise, and work with integrated tools like Xero, Bill.com, and inventory apps.
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.
