Every workbook and guide here started as something built to solve a real problem on a real company file, then got rebuilt clean so it works on yours.
Jon Jorgenson is a working controller. The day job is accounting operations for a manufacturer: QuickBooks Desktop Enterprise, payroll and labor allocation, job costing, management reporting, and the process documentation that keeps all of it running when someone is out.
The tools sold here come out of that work. They encode the decisions a controller makes on repeat, which is the part generic templates leave out and software documentation never covers.
The work behind this site, day in and day out:
This site is the product side: workbooks, IIF tools, and the guides, built once and priced so a practitioner can expense one without asking anybody.
The other side is the work itself. Through Northstar Rose, LLC, my Nevada consulting practice, I take on a few fractional controller engagements at a time, the same close, cleanup, and reporting work, done directly in a business's file. Both come out of the same day-to-day, which is the point: nothing here is theory.
If your books need more than a workbook, a conversion that won't tie, a close that's always late, reporting you can't produce, that's what the fractional controller work is for.