AdaptCFO
Accounting Operations

See Every Dollar
Stop Every Leak
Pass Every Audit

Your company outgrew gut feel. A fractional controller gives you budgets your team sticks to, controls that protect your cash, and books ready for any audit, raise or board meeting.

No cost. No commitment.
Trusted by 90+ founders in tech, healthcare and services
Controller reviewQ3 spend vs budget
Live
Spend vs budget+13.8%Over budget
Open issues9Control gaps
Sales tax0/6
BudgetActual
Back under budget since May
Approvals
Reconciliations reviewed
Revenue recognition
Audit binder
Illustrative example · sample data
Trusted by fast-growing companies
PrizePicksThe Desire CompanyGhost GamingReviveSkillshotSmackTokRevUp CapitalWebaroo
Sound familiar?

From Flying Blind to Fully in Control

The growing pains that put your cash and compliance at risk, and how a controller switches each one off.

01
The riskSpending runs over budget before you notice
Under controlBudgets tracked against actuals every month
02
The riskNo approvals, so cash quietly leaks
Under controlApproval controls protect every dollar
03
The riskSales tax and state filings slip through
Under controlSales tax and state compliance handled
04
The riskAudits and due diligence become fire drills
Under controlAudit-ready, with revenue recognized right
Fractional, not full-time

Expertise Without
the Full-Time Salary

Option AHire a full-time controller
Months of recruiting and onboarding
Full salary, benefits and payroll taxes
A long-term fixed commitment
One person’s experience
Smarter move
Option BAdaptCFO fractional controller
From $1,000 a month
Scope flexes as you grow
No long-term contract
Backed by a full finance team, from bookkeeping to CFO
What’s included

You Lead the Growth
We Keep It Under Control

A dedicated controller oversees your accounting and finance operations, so every number is reviewed, compliant and ready for scrutiny.

01Protect
Internal controls & process improvementApproval workflows and checks that protect every dollar.
Review of financialsEvery statement reviewed before it reaches you.
Audit supportSchedules and documents ready when auditors ask.
02Plan
Budget implementation & reviewBudgets built, tracked and reviewed against actuals.
Trend analysisSpot shifts in revenue, margins and spend early.
Advanced revenue recognitionRevenue booked correctly, including deferred revenue.
03Comply
Sales & excise taxCalculated, filed and paid on time.
State & local complianceRegistrations and filings kept current.
04Collect
Collections & billing supportInvoices out on time and cash in faster.
AP & AR managementBills and receivables tracked, so cash never slips.
Plus everything in Bookkeeping: transaction entry, reconciliations and monthly statements, closed in 10 business days.
Your growth path

Finance Support That Grows With You

Your controller builds on clean books. Add a fractional CFO when you need forecasting, fundraising and board reporting.

1
Stage 1 · Getting organizedBookkeepingFrom $500/mo
Transaction entry
Reconciliations
Monthly statements
10-day close
2
You are here
Stage 2 · GrowingControllerFrom $1,000/mo
Internal controls
Budgets & compliance
Audit support
Everything in Bookkeeping
3
Stage 3 · ScalingFractional CFOFrom $1,500/mo
Forecasting
Fundraising
Board & KPI reporting
Everything in Controller
“Really helped us pull together our financial processes and deliverables in a fast-paced environment. His capability in SaaS-based accounting areas (ex. deferred revenue scheduling) was particularly important for maintaining the integrity of our books as we progressed.”
Chris HackneyPresident & COO, Insightpool (acquired by TrendKite)
FAQ

Before You Bring In a Controller

A controller oversees your accounting and finance operations. At AdaptCFO, that means managing budgets, implementing internal controls, reviewing your financials and keeping you compliant.

An accountant records financial data and transactions and issues statements. A controller focuses on compliance, budget management and reviewing your statements and reporting.

Plans start at $1,000 a month. Pricing depends on how complex your operations are, how many employees you have, how many states you operate in and other factors.

Usually when you’re growing fast, selling in several states, preparing for an audit or a raise, or finding spending harder to keep track of.

Yes. Controller plans include everything in Bookkeeping, from transaction entry and reconciliations to monthly statements.

Yes. Audit support is part of the controller plan, so your books and documentation are ready when auditors or investors ask.

Yes. We work with QuickBooks, Xero, NetSuite and most major accounting platforms, so you don’t need to switch software.

Yes. Service runs on a rolling basis with a 60-day termination policy and no long-term lock-in.

Yes. The scope adjusts as you grow. Fractional CFO plans start at $1,500 a month and include everything in the controller plan.

We use secure, encrypted connections to your accounting platform, don’t store sensitive data outside your systems, and limit access to your dedicated team.

Talk to an ExpertNo cost. No commitment.
Free consultation

Ready to Take Control of Your Finances?

Tell us a little about your business. A finance expert will get back to you within one business day.

  • Budgets, controls and compliance handled
  • Audit-ready and investor-ready all year
  • From $1,000/month, no long-term contract
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