Controller & CFO Services
Controller support
Strengthen the monthly close, account reconciliations, reporting consistency, and financial controls.
CFO advisory
Translate the numbers into cash-flow forecasts, budgets, operating measures, and decisions for the next stage.
For owners outgrowing basic bookkeeping, businesses preparing to hire or expand, and teams that need financial leadership without a full-time finance executive.
What the engagement can include
Reliable financial reporting
Review the close checklist, supporting schedules, account balances, and reporting package. Identify data gaps before relying on the numbers.
Cash visibility
Build a cash outlook using receivables, payables, payroll, debt payments, and expected receipts. Document timing assumptions and update them as information changes.
Budget and performance reviews
Compare actual results with the agreed plan. Explain significant variances and the operating questions behind them.
Decision support
Evaluate hiring, pricing, capacity, financing scenarios, or expansion with clearly documented assumptions. Support conversations with your lenders, tax preparer, and other advisers.
How We Work Together
Assess
Review the books, systems and decisions you need to make.
Stabilize
Agree on reporting definitions and a monthly close schedule.
Forecast
Build the budget, cash outlook and useful performance measures.
Review
Meet on the agreed cadence and track decisions and actions.
Prepare for Your First Conversation
Bring current financial statements, the last completed reconciliations, receivables and payables aging, debt schedules, and your main business priorities. We confirm secure access and the reporting scope before reviewing detailed files.
Discuss Controller & CFO Support →
The engagement defines whether bookkeeping, historical cleanup, tax filing, and payroll are included. Financing and operating decisions remain with management.
Common Questions
How is this different from bookkeeping?
Bookkeeping maintains the underlying records. Controller support focuses on close quality and reporting controls; CFO advisory uses those records for planning and business decisions.
Can you work with our existing bookkeeper?
Yes. Responsibilities, access, review procedures, and the handoff between your team and Mac Neal LLC are agreed at the beginning.
Are forecasts guaranteed?
No. Forecasts are decision tools based on stated assumptions, not guarantees of revenue, profitability, financing, or investment performance.