About Us

At SmallBizMaven, we help service-based business owners move from financial chaos to calm with systems that support growth.

Office Address

Oakland, CA 94610

Office Hours

Mon to Fri: 9:00 am – 5:00 pm

DIY accounting can work — for a while. But as your business grows, so do the numbers, the complexity, and the risk of missing something important. That’s where a controller steps in — offering strategic oversight, financial clarity, and systems that scale with your business.

If you’re unsure whether it’s time to level up, here are the signs that your business has outgrown spreadsheets, guesswork, and doing it all yourself.


What Does a Controller Do?

A controller bridges the gap between basic bookkeeping and high-level CFO strategy. While your bookkeeper keeps records and reconciles accounts, your controller ensures everything is accurate, efficient, and strategically aligned with your goals. They interpret the numbers — not just record them — so you can make better decisions and plan ahead.

At SmallBizMaven, we provide controller-level services to small businesses across Oakland, the Bay Area, and beyond, giving business owners the structure and support they need to lead with confidence.


Signs You’re Ready for a Controller

Wondering if it’s time? Here are the top indicators:

  • You’re making more money but unsure about profitability
  • You don’t know your monthly cash flow without digging
  • You’ve hired employees or contractors — and things feel messy
  • You don’t trust your current reports
  • You spend hours on financial tasks that aren’t your strength
  • You feel behind, even though your business is growing
  • Your CPA asks for things you can’t easily provide

If any of these sound familiar, you’re not failing — you’re growing. And growth needs better tools and stronger guidance.


What Controller Services Typically Include

✅ Budget development & cash flow forecasting
✅ Oversight of bookkeeping and financial processes
✅ Internal controls and systems improvement
✅ Month-end close procedures
✅ Strategic financial reporting and analysis
✅ Coordination with your CPA or tax professional
✅ Financial check-ins with actionable insights
✅ Help building your financial team and SOPs


What You Gain

When you partner with SmallBizMaven for controller-level support, you gain more than reports — you gain clarity, confidence, and bandwidth. You’ll spend less time worrying about the back office and more time making decisions that move your business forward.

We meet you where you are — whether you’re in the heart of Oakland or operating remotely from another state.


Ready to Stop Flying Solo?

If you’re managing a growing business without financial oversight, you’re carrying too much. Let’s build a smarter system together — and give you the insight you need to grow intentionally.

👉 Book a discovery call today to learn how controller services can support your next stage of growth.


More About SmallBizMaven

Based in Oakland, CA, SmallBizMaven helps service-based business owners across the Bay Area and beyond simplify, streamline, and scale with confidence. From full-charge bookkeeping to controller oversight and business advisory, we’re your partner in building structure and financial clarity.

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