Get a closed set of books, financials you can act on, and a cash flow forecast that tells you what’s coming, on QuickBooks or NetSuite, without adding a costly hire to your payroll. We manage the monthly close so you can spend your time running the business, not chasing the numbers.
If any of these sound familiar, you need controller-level financial oversight, not just someone recording transactions.
When your books don’t close on time, you’re making decisions based on stale data. That’s why a controller manages the close calendar, resolves discrepancies in real time, and delivers financials timeously each month.
Profit and loss statements alone are not enough. So without variance analysis, departmental breakdowns, and trend reporting, you’re flying blind on profitability, margins, and cash burn.
If you’re checking your bank balance to decide whether you can make payroll, your accounting function has outgrown your bookkeeper. A controller builds rolling cash flow forecasts so you see problems 60–90 days ahead.
Bookkeepers categorize transactions, but controllers verify accuracy, enforce internal controls, and catch errors before they compound: miscategorized expenses, unreconciled accounts, and missing accruals.
How We Help
Select your situation to see how Fusion CPA’s controller services apply.
Monthly Close Management
We take over the entire month-end close: journal entries, accruals, reconciliations, and intercompany eliminations. As a result, financials are delivered on a predictable schedule.
Financial Statement Prep
GAAP-compliant income statements, balance sheets, and cash flow statements with management commentary on key variances and trends.
Internal Controls Setup
Segregation of duties, approval workflows, and oversight procedures that catch errors before they hit your financial statements.
Chart of Accounts Restructuring
We restructure your chart of accounts for departmental, project-level, or entity-level reporting that actually supports decision-making.
Intercompany Eliminations
We manage intercompany transactions, eliminations, and consolidated reporting across multiple entities so your financials are clean at every level.
Multi-Entity Close Coordination
Staggered close calendars, entity-specific reporting, and consolidated financial packages delivered on a single timeline.
Cash Flow Across Entities
Rolling cash flow forecasts across all entities so you can manage liquidity, optimize intercompany funding, and plan capital allocation.
Board & Investor Reporting
Board-ready financial packages with variance analysis, KPI tracking, and narrative commentary that investors and board members expect.
NetSuite Close Automation
We leverage saved searches, automated journal entries, and close task lists to streamline your NetSuite month-end process.
Custom Dashboard & Reports
Real-time dashboards, saved searches, and financial reports configured to your business, not out-of-the-box templates.
Workflow & Approval Setup
Approval workflows for purchase orders, vendor bills, and journal entries that enforce controls without slowing your team down.
NetSuite Clean-Up
If your NetSuite instance has accumulated errors, such as misclassifications, orphaned transactions, or broken automations, we fix it before starting controller services.
QuickBooks Close & Reconciliation
Monthly reconciliation of all accounts, journal entry posting, and bank feed review to deliver clean financials every month.
Budget vs Actual in QuickBooks
We set up and maintain budgets in QuickBooks, then deliver variance reports that compare actual performance against plan.
Cash Flow Management
Rolling 13-week and 12-month cash flow forecasts built from your QuickBooks data, updated monthly.
QuickBooks to NetSuite Migration
When you outgrow QuickBooks, we manage the full migration to NetSuite: chart of accounts mapping, historical data, and parallel operation.
Every industry has unique accounting complexity, so Fusion CPA’s controller team brings sector-specific expertise to your monthly close and financial reporting.
Discuss your setup, challenges, and opportunities, then pick a time that works.
Schedule a free 30-minute discovery call with our team
Serving clients nationwide: Atlanta, Utah, Puerto Rico, and beyond.
No long-term contracts · No pressure · Free consultation
Connected Services
Your controller function touches tax, bookkeeping, CFO advisory, and expense management, so Fusion CPA handles them all under one roof.
Foundation-level transaction recording, categorization, and reconciliation on QuickBooks or NetSuite.
Strategic financial leadership: board reporting, capital planning, and growth advisory beyond controller operations.
Controller services purpose-built for NetSuite with saved searches, dashboards, and automated workflows.
Ramp-powered tracking to categorize, analyze, and optimize spend across your organization.
Every engagement starts with a complimentary Discovery Call. First, we take the time to understand your current accounting setup, your pain points, and your growth stage. If we're the right fit, we'll recommend the next steps.
Once you become a client, we strengthen your financial foundation with accurate reporting, streamlined processes, and reliable financial data. This foundation also supports confident business decisions.
With your financial foundation in place, we develop proactive accounting and tax strategies. These also help you make confident decisions, improve profitability, and support long-term growth.
As your business grows, we continue providing the financial guidance and strategic insight you need. This proactive planning helps you manage complexity, seize new opportunities, and prepare for what's next.
Frequently Asked Questions
We manage your monthly close, prepare your financial statements, and build cash flow forecasts and budget vs actual reports so you always know where you stand. You also get controller-level oversight on QuickBooks or NetSuite without adding a full-time hire.
QuickBooks controller service starts from $1,365 per month, and NetSuite controller service starts from $5,000 per month. Your actual price also depends on transaction volume, entity count, and reporting complexity, which we scope together on your discovery call.
A bookkeeper records and reconciles your transactions, but a controller goes further, managing your monthly close, reviewing your financials for accuracy, and building the budget and cash flow reporting you need to make confident decisions.
Every engagement starts with a free 30-minute discovery call, followed by a review of your current books and reporting needs. From there, we set up your close calendar and reporting cadence so you know exactly what to expect each month.
Commissions, closing costs, capital improvements, and even some pre-sale projects can cut the taxable gain on your home sale, well before the $250,000 (or $500,000)...
Read MoreFusion CPA on tax rules for borrowing against a home bought in cash: interest deductibility follows how you use the money, not the collateral.
Read MoreTax breaks for healthcare workers allow you to claim for work-related expenses. Knowing what qualifies as work expenses is the tricky part.
Read MoreS-corp payroll, reasonable compensation, and state filings keep running when you work from Europe. Fusion CPA explains what changes on a longer stay.
Read MoreFusion CPA provides outsourced controller services for growing businesses across 40+ states, including monthly close management, financial statement preparation, cash flow forecasting, budget vs actual variance analysis, internal controls, and accounting operations oversight, available on both QuickBooks and NetSuite platforms. Fusion CPA is a QuickBooks ProAdvisor, AICPA member, and Oracle NetSuite Certified partner with four certifications. The firm operates from offices in Atlanta, GA, San Juan, Puerto Rico, Park City, Utah, and Tampa, Florida, and holds a 4.8-star average rating from 106 client reviews. Email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338 to schedule a free discovery call.
About this page and how we use AI
This page is provided for general informational and educational purposes only and does not constitute tax, legal, accounting, or financial advice. Tax laws change and apply differently depending on your specific circumstances. Nothing here creates a client relationship with Fusion CPA, and it should not be relied upon or acted on without consulting a qualified professional about your own situation. To discuss how these rules apply to you, contact Fusion CPA at info@fusiontaxes.com.
Fusion CPA pages are grounded in the professional experience of our CPAs and the situations we encounter in practice. Scenarios described are illustrative composites, not any individual client’s facts. We use AI tools to assist with drafting and research. Before publication, every page is verified against primary sources such as the IRS and state departments of revenue and is reviewed for technical accuracy by a licensed CPA, who is named on the piece.
