Controller Services

Most businesses don’t sell - not because they lack value, but because they aren’t prepared.

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That’s why owners trust CFO Worx. We’re not brokers who “list and wait.” We’re CFOs and operators who’ve bought and sold companies with our own capital. We sit on your side of the table and we know how to protect your valuation.

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We don’t gamble with your exit.We prepare, position, and run a disciplined process powered by AI-driven analysis, a vetted buyer network, and CFO-level deal leadership - so you exit with clarity, confidence, and maximum value.

Not Just Brokers. Exit Partners Who Maximize Value.
Schedule an Appointment

Controller Services

Schedule an Appointment
Not Just Brokers. Exit Partners Who Maximize Value.

Most businesses don’t sell - not because they lack value, but because they aren’t prepared.

‍

That’s why owners trust CFO Worx. We’re not brokers who “list and wait.” We’re CFOs and operators who’ve bought and sold companies with our own capital. We sit on your side of the table and we know how to protect your valuation.

‍

We don’t gamble with your exit.We prepare, position, and run a disciplined process powered by AI-driven analysis, a vetted buyer network, and CFO-level deal leadership - so you exit with clarity, confidence, and maximum value.

Average Transaction Value:

$20–30M EV

Most businesses don’t sell because
they aren’t prepared. We change that.
Cumulative Deal Value:

$200M+

Your financial strategy depends on disciplined operations, clean reporting, and strong controls.

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CFO Worx controllers bring structure, clarity, and efficiency to your finance function—ensuring your numbers are accurate, your processes are scalable, and your business is ready for growth.

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We support mid-market companies between $4M–$80M+ in annual revenue, delivering controller-level leadership without the cost of building a full internal team.

Controller Services

Operational Finance Leadership for Accuracy, Control, and Scale

Schedule an Appointment

Your financial strategy depends on disciplined operations, clean reporting, and strong controls.

‍

CFO Worx controllers bring structure, clarity, and efficiency to your finance function—ensuring your numbers are accurate, your processes are scalable, and your business is ready for growth.

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We support mid-market companies between $4M–$80M+ in annual revenue, delivering controller-level leadership without the cost of building a full internal team.

The Challenge

As companies grow, financial operations often fall behind. Closes drag on. Reports don’t tie out. Manual processes introduce errors. Leadership loses visibility and confidence.

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We fix that.

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CFO Worx transforms your accounting operations into a streamlined, accurate, and well-controlled function—building the financial foundation you need to scale.

View case studies

What We Deliver

Financial Reporting & Visibility

Accurate, timely financial information that leadership can rely on.

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  • Monthly financial statements
  • Balance sheet and account reconciliations
  • Cash flow and performance reporting
  • Budget vs. actual insights
  • Department, division, or project-level reporting
  • Forecasting support and management reporting packages

Operational Process Optimization

Systems and workflows built for speed, efficiency, and clarity.

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  • Month-end close optimization
  • SOP development and documentation
  • Accounting system setup and integration
  • Workflow automation
  • Process improvements that reduce manual work and improve accuracy

Accounting Operations Oversight

Hands-on oversight to ensure accuracy in every transaction.

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  • General ledger oversight
  • Chart of accounts management
  • Journal entry review
  • Expense and revenue classification
  • Fixed asset and inventory accounting

Compliance, Controls & Risk Management

A finance function built to withstand audits, lender reviews, and due diligence.

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  • Internal control design and monitoring
  • Compliance oversight
  • Sales tax and documentation management
  • Audit trail maintenance
  • Risk assessment and mitigation practices

Team Leadership & Development

Elevating the performance of your existing accounting team.

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  • Team oversight and workload management
  • Staff training and development
  • Performance monitoring
  • Best-practice implementation
  • Team structure evaluation and skills gap assessment

How we work

1

Assess

We review your reporting, processes, controls, and team structure to identify gaps and inefficiencies.

2

Build

We implement scalable systems, workflows, and controls that create operational discipline and improve financial accuracy.

3

Lead

We provide ongoing oversight and leadership, ensuring your finance function remains accurate, efficient, and prepared for growth.

How We’re Different From Brokers

Traditional Brokers

List and wait
Minimal preparation
Mass outreach
Limited diligence support
Focus on listings
Paid regardless

CFO Worx

Prepare > Position > Target > Negotiate > Close
Full financial cleanup + CIM + AI data room
Curated, vetted buyer targeting
Full diligence management & valuation defense
Focus on outcomes and enterprise value
Success-based alignment — we win only when you do
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The CFO Worx Advantage

About us
01
Experienced Operators

Controllers with deep experience managing financial operations for companies between $4M–$80M+ across diverse industries.

02
Process-Driven Execution

We build efficient, scalable processes that tighten controls, shorten close cycles, and improve reporting quality.

03
Technology-Enabled Operations

We leverage accounting tools and automation to streamline workflows, reduce manual work, and improve accuracy.

04
Quality You Can Depend On

Every reconciliation, report, and process is reviewed for accuracy—giving leadership confidence in every number.

Pricing Transparency

Every engagement is customized to your operational structure and reporting needs.

We offer:

Fractional & scalable models

Support that adjusts as your finance function evolves.

Flexible engagement formats

Monthly retainers, interim roles, or project-based work.

Clear billing

No hidden fees or surprises.

Frequently
Asked Questions

What size businesses typically need controller services?

We specialize in mid-market private companies generating $4M–$80M+ in annual revenue, especially those growing quickly or preparing for increased reporting and control requirements.

How does a controller differ from a CFO?

A CFO sets financial strategy.

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A controller ensures the numbers are accurate, the processes function, and the finance operation runs smoothly.

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Both roles complement each other—and often work side by side on our engagements.

How soon can we expect improvements?

Most clients see immediate value within the first 30–60 days, often beginning with process fixes, faster closes, and cleaner reporting.

Do you integrate with our systems and team?

Yes. We are platform-agnostic and work seamlessly with your accounting software and internal finance team—strengthening your operations rather than replacing them.

What issues do controller services typically solve?

  • Slow or inconsistent closes
  • Manual or error-prone processes
  • Unreliable reporting
  • Compliance and audit concerns
  • Scaling challenges
  • Lack of structure and controls

Strengthen Your Financial Operations

Let’s build the processes, reporting, and controls your business needs to operate with confidence and scale with discipline.

Schedule a consultation