Engagements

Need someone to just do it?

Some files don't need a workbook. They need a controller for a few weeks. Fractional and project-based controller work for businesses that have outgrown a bookkeeper but don't need a full-time hire.

Where this makes sense

If you read that list nodding, the gap is usually the controller layer, not more bookkeeping. If you want the longer version of that distinction, it's in when a business needs a controller.

How an engagement works

  1. Scope. A short call to understand the file and the problem, then a written scope: what gets done, over what period, for what fee. No work starts before that's agreed.
  2. Fix. The actual work, in your QuickBooks file. Tie out the converted file, rebuild the close, set up job costing, or build the reporting, whatever the scope calls for.
  3. Systematize. Turn the fix into something repeatable: a documented close, controls so the books can't quietly drift, and reports you or your bookkeeper can run without me.
  4. Hand off. You keep the system. Most engagements are built to end, not to turn into a permanent dependency.

What you walk away with

Who it's for

Small and midsize businesses that have outgrown a bookkeeper and want the numbers to be trustworthy and useful. I'm most at home in QuickBooks files of every vintage, Desktop and Online, and in construction and the trades, manufacturing, and real estate, where job costing and clean conversions actually matter.

Starting a conversation

Email a few sentences about the business and the problem. I'll reply with whether I'm a fit, a few clarifying questions, and what a scope might look like.

Email about an engagement

Or reach me at hello@thepracticalcontroller.com.

Availability is limited and depends on the current queue. Expect a reply within two business days.

Engagements are contracted through Northstar Rose, LLC, my Nevada consulting practice. The Practical Controller is the workbook side of the same desk.

Questions

What is a fractional controller?

A controller you bring in part-time or for a defined project, rather than hiring full-time. You get the close, the review, the controls, and the management reporting a controller owns, scaled to your size and without a six-figure salary.

How long does an engagement run?

Most run a defined number of weeks rather than an open-ended retainer. A cleanup or migration remediation is often a few weeks; standing up a close and reporting can run longer. Scope and length are agreed in writing before any work starts.

Do you work remotely?

It depends on what you need. Most of the work lives in your QuickBooks file and your reporting, so remote works well for the day-to-day. That said, some engagements benefit from being on-site, and others land somewhere in between. If you're local or prefer a hybrid setup, that's a conversation worth having. The goal is whatever actually works for your business.

How is this different from my bookkeeper or my CPA?

A bookkeeper records the transactions; a CPA handles tax and compliance at year-end. A controller sits between them, making the books trustworthy and current, running the close, and turning the numbers into reporting you can decide from. It's the layer most small businesses are missing.