CFO & Controller
Services

Homepage / Services / CFO & Controller

strategic financial leadership. stronger controls. better business decisions.

Fractional CFO and Controller support for U.S. businesses and CPA firms that need experienced financial leadership, stronger accounting controls, and greater visibility into business performance. From financial planning and cash flow forecasting to month-end close, management reporting, budgeting, and financial controls, LMA Accounting provides the financial oversight needed to support growth and informed decision-making.

your business needs more than accurate books

Accurate accounting tells you what happened. Effective financial leadership helps you understand why it happened, what comes next, and what you should do about it.

As businesses grow, financial complexity increases—from cash flow management and budgeting to internal controls, reporting, profitability analysis, and strategic planning.

LMA Accounting provides fractional CFO and Controller support to help businesses strengthen financial operations, improve reporting discipline, and make decisions with greater confidence.

Better oversight. Stronger controls. Clearer financial direction.

a structured approach to financial leadership

01 understand

We learn about your business model, financial structure, accounting environment, reporting requirements, and current challenges.

02 assess

We review financial processes, reporting, controls, cash flow, and management information to identify gaps and opportunities for improvement.

03 prioritize

We establish the financial priorities that matter most to your business—from improving close procedures and reporting to strengthening cash flow visibility and planning.

04 implement

We put structured processes, reporting frameworks, forecasts, controls, and financial management practices into place based on the agreed scope.

05 advise

We provide ongoing financial insight and reporting to help leadership understand performance, evaluate opportunities, and make informed decisions.

financial leadership built around your business

strategic insight

We help translate financial information into actionable insights that support planning, growth, profitability, and resource allocation.

financial control

Controller-level oversight helps establish disciplined accounting processes, stronger controls, and greater consistency across financial operations.

forward-looking planning

Cash flow forecasting, budgeting, scenario analysis, and financial modeling help leadership prepare for what comes next—not just understand what already happened.

executive visibility

Clear management reporting and KPI analysis give business leaders a more complete view of financial performance and the factors driving it.

our CFO & controller services

Comprehensive financial statements & reporting support to keep your financial records accurate, organized and up to date.

fractional CFO services

We provide strategic financial leadership without the cost of a full-time CFO. Our support can include financial planning, cash flow forecasting, budgeting, performance analysis, KPI reporting, and financial decision support.

controller services

We provide oversight of accounting operations, financial close, reconciliations, reporting processes, and internal controls. Our Controller support helps establish consistency, accountability, and greater confidence in your financial information.

cash flow forecasting

We develop cash flow forecasts that help management understand expected inflows, outflows, liquidity requirements, and upcoming financial obligations. This provides greater visibility for short-term planning and working capital decisions.

budgeting & financial planning

We support annual and ongoing budgeting by analyzing historical performance, operating expenses, revenue expectations, and business priorities. Budgets can then be compared with actual results to identify meaningful variances.

financial performance analysis

We analyze revenue, gross margins, operating expenses, profitability, working capital, and other financial indicators to help management understand business performance and identify areas requiring attention.

KPI & management reporting

We develop management reporting around the financial and operational metrics that matter to your business. Regular KPI reporting helps leadership track performance, identify trends, and make more informed decisions.

month-end close & controller oversight

We strengthen the month-end close process through structured reconciliations, adjusting journal entries, accruals, review procedures, and reporting controls. The goal is a timely and reliable financial close.

internal controls & accounting processes

We review accounting workflows and financial controls to identify process gaps, improve accountability, and reduce the risk of errors. Stronger controls create greater consistency across your financial operations.

profitability & margin analysis

We analyze revenue, direct costs, operating expenses, and margins to help management understand where profitability is being generated or lost. This can support pricing, cost management, and resource allocation decisions.

financial modeling & decision support

We develop financial models and scenario analyses to help evaluate potential business decisions, growth initiatives, investments, and changes in operating strategy.

Experts in the Tools You Already Use

Testomonial

Join the Hundreds of Satisfied Clients Who Trust Our Expertise

"Working with this firm has completely transformed how we manage our finances. Their team is proactive, responsive, and always one step ahead when it comes to tax deadlines and planning."

Sarah Thompson CFO at NovaBuild Solutions

"Their attention to detail and ability to explain complex financial concepts in a simple way is unmatched. We finally feel in control of our books and confident in our growth strategy."

James Lin Co-Founder of GreenLeaf Retail

"Since partnering with them, we’ve cut down hours of manual work and gained access to accurate, real-time financial reports. It’s like having an internal finance department — without the overhead."

Amelia Cruz Operations Director at Stellar Tech

"They not only fixed our messy bookkeeping, but also gave us the financial clarity we needed to secure funding. Their support has been instrumental to our success."

Daniel Wong CEO of ClearWave Startups
Client Satisfaction
90%
Project Completion Efficiency
92%
senior financial expertise without the full-time CFO cost

For U.S. Businesses

Years of experiance
0 +

Growing businesses often need experienced financial leadership before they are ready to hire a full-time CFO or Controller.

LMA Accounting provides flexible financial leadership based on your business stage, reporting requirements, financial complexity, and growth objectives.

Whether you need ongoing CFO support, Controller oversight, cash flow forecasting, budgeting, or financial performance analysis, we work alongside your leadership team to bring greater structure and financial clarity.

Strategic insight. Stronger financial operations. Better decisions.

Client Satisfaction
90%
Project Completion Efficiency
92%
extend your advisory capacity with reliable financial support

For CPA Firms

Years of experience
0 +

CPA firms increasingly need to provide clients with more than compliance and tax services.

LMA Accounting can support CPA firms with outsourced Controller and CFO-level accounting work, helping extend your firm’s financial management capacity without requiring additional internal resources.

From management reporting and financial analysis to cash flow forecasting, budgeting, and accounting oversight, our team can work behind the scenes as an extension of your firm.

Your firm expands its capabilities. Your clients receive deeper financial support.

FAQs

Answers to the Questions Our Clients Ask Most

1. what is a fractional CFO?

LMA Accounting provides financial statement preparation support, including profit & loss statements, balance sheets, cash flow statements, and related management reports based on your business requirements.

We support monthly, quarterly, and annual financial reporting based on your accounting needs, transaction volume, and agreed reporting schedule.

Yes, we can prepare management reports covering profitability, expenses, financial trends, budget variances, and other relevant financial indicators based on your reporting requirements.

Yes, we provide outsourced financial statement preparation, account reconciliation, and management reporting support to help cpa firms manage client accounting workloads.

Our services focus on financial statement preparation and management reporting. audit, review, or other assurance engagements require separate services performed by appropriately licensed professionals.

let's strengthen your financial operations

Get the financial insight, accounting oversight, and strategic support you need to make better decisions and move your business forward.