Controller Services | Financial Oversight & Reporting

Many businesses reach a point where bookkeeping alone is no longer enough.

The books may be getting done, but ownership still has unanswered questions. Financial statements arrive each month, yet no one is reviewing trends, investigating unusual balances, strengthening internal controls, or helping management make better financial decisions.

Controller Services provide experienced financial leadership on a part-time basis, helping business owners gain confidence in their numbers without the cost of a full-time controller.

If any of these situations sound familiar, it may be time for additional financial oversight.

• Financial statements are prepared but rarely reviewed 
• Cash balances never seem to match expectations 
• Balance sheet accounts continue growing without explanation 
• Month-end close takes too long 
• Accounting staff need training or support 
• Ownership lacks visibility into financial performance 
• Budget-to-actual reporting is inconsistent 
• Internal controls have never been formally reviewed 
• Lenders frequently request information that takes time to gather 
• You need better financial reporting without hiring another full-time employee 

Controller Services bridge the gap between bookkeeping and executive financial leadership.

The goal is to improve financial accuracy, strengthen accountability, and provide management with reliable information for decision-making.

• Monthly financial statement review 
• Balance sheet review and reconciliation oversight 
• Cash flow analysis 
• Financial reporting review 
• KPI development and reporting 
• Budget-to-actual analysis 
• Internal control recommendations 
• Accounting process improvement 
• Month-end close oversight 
• Staff coaching and support 
• CPA coordination 
• Lender reporting assistance 
• Financial policy and procedure development

• Unreconciled balance sheet accounts 
• Recurring accounting errors 
• Weak internal controls 
• Cash flow surprises 
• Lack of accountability within accounting departments 
• Inconsistent financial reporting 
• Controller turnover 
• Rapid company growth 
• Multi-location reporting challenges 
• Poor month-end close procedures 
• Limited financial visibility 

Most financial problems do not appear overnight. They develop slowly through a lack of review, oversight, and accountability. Controller Services help identify issues early before they become expensive problems.

Controller Services are designed for organizations that have outgrown basic bookkeeping but are not ready for a full-time controller.

• Small and mid-sized businesses 
• Contractors and construction companies 
• Property management companies 
• Professional service firms 
• Multi-location businesses 
• Independent dealerships 
• Dealer groups 
• Non-profit organizations 

Travis Hawk brings more than 30 years of accounting leadership experience across small businesses, multi-entity organizations, and automotive dealership groups.

His background includes Controller and CFO roles overseeing accounting operations, financial reporting, internal controls, audits, cash flow management, and multi-location financial performance.

Throughout his career, Travis has helped organizations:

• Standardize reporting across 26 corporate entities 
• Manage financial operations exceeding $1.1 billion in annual revenue 
• Improve accounting processes and internal controls 
• Accelerate month-end close procedures 
• Strengthen cash flow visibility 
• Support lenders, auditors, and ownership groups with accurate financial reporting 

This experience allows clients to benefit from controller-level leadership without adding another executive salary.

• Review monthly financial statements 
• Analyze unusual fluctuations and trends 
• Review balance sheet reconciliations 
• Monitor cash flow performance 
• Evaluate key performance indicators 
• Meet with ownership to discuss results 
• Review accounting department performance 
• Identify process improvement opportunities 
• Coordinate with tax professionals and lenders 
• Assist with budgeting and forecasting