Accounting Controller Management Services
Strategic Oversight for Sustainable Growth
At SmallBizMaven, we bridge the gap between bookkeeping and full CFO services. Our Accounting Controller Management Services are built for growing small businesses that need strategic oversight — but aren’t ready for a full-time hire. We provide financial clarity, systems structure, and the operational insight to help you lead with confidence.
Think of us as your on-demand controller — keeping your books clean, your reports accurate, and your financial operations running smoothly. We bring order to your back office and give you the information you need to make smart, forward-thinking decisions.
We’re based in Oakland, California, and serve clients across the Bay Area and beyond.
What Is Controller-Level Support?
Controller services go beyond traditional bookkeeping. While bookkeepers focus on entering and reconciling data, a controller ensures that your entire financial operation is efficient, accurate, and aligned with your business goals.
At SmallBizMaven, our controller services include:
- Oversight of your bookkeeping team (in-house or outsourced)
- Cash flow tracking and forecasting
- Budget development and variance analysis
- Month-end close procedures
- Internal process reviews & system improvements
- Strategic reporting tailored to your business model
- Liaison with your CPA, payroll provider, or legal team
- Help building your financial team and SOPs
- Creating accountability systems to keep your numbers on track
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When to Bring in a Controller
You may be ready for controller-level support if:
- You’re growing and need help forecasting, not just recording
- You’re managing multiple team members or contractors
- You’ve outgrown DIY bookkeeping
- You need custom reports to make better business decisions
- You want accountability and support in financial operations
- You’re not sure if your current systems are working
We often work with founders who feel overwhelmed by what they don’t know — and we’re here to guide, clarify, and set up systems that empower you.
Controller + Consultant = A Better Partnership
We approach every engagement as collaborators. That means we don’t just manage your books — we help you understand them. We support decision-making, highlight risk areas, and identify opportunities to strengthen your business from the inside out.
Our background in Full Charge Bookkeeping, HR advisory, and SOP development gives us a unique advantage: we can step in, assess the full operational picture, and help you build a structure that actually supports your business goals.
Our experience includes scaling up businesses from 5 -50 or more employees – especially ones that are fast-paced.
Who We Work Best With
Our Accounting Controller Services are ideal for:
- Small to mid-sized service businesses in growth mode
- Entrepreneurs who want deeper insights and stronger systems
- Businesses with 1–10 employees or contractors
- Women-led, purpose-driven, and family-owned businesses
- Founders who are ready to let go of financial overwhelm
We’re not a good fit for product-based businesses, large enterprises, or companies seeking a full-time in-house CFO. But if you want fractional support with a collaborative approach, let’s talk.
Common Questions
Is this a part-time or project-based service?
It can be both! We offer ongoing controller services on a monthly basis, or we can work with you on a project like budgeting, SOP setup, or internal audits.
Do I need to have a bookkeeper already?
Not necessarily. We can either manage your in-house bookkeeper, bring in someone from our team, or handle both bookkeeping and controller services together.
Will you work with my CPA or tax advisor?
Yes — we’ll coordinate with your CPA to ensure smooth tax prep, clean reports, and strategic planning throughout the year.
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Let’s Build a Smarter Back Office
Your business deserves systems that support your goals, not slow them down. With SmallBizMaven, you get strategic financial oversight without the overhead — and a partner who genuinely wants to see your business thrive.
📍 Based in Oakland, CA — Proudly Serving the Bay Area & Beyond
→ Book your free discovery call today and let’s get started.
