Controller Services accurate, closed, controlled.
For businesses that need confidence in their numbers. A TreeStar controller oversees the close, reconciliations, controls, and reporting so your financials are right and on time.
Controller services focus on accuracy and discipline in the accounting itself. Where bookkeeping records transactions, a controller makes sure the whole picture is correct: the monthly close is completed on schedule, balance sheet accounts are reconciled and supported, accruals and adjustments are recorded, and financial statements are reviewed before anyone relies on them. We also help put practical internal controls in place, such as approval steps and separation of duties suited to your size. The result is a reliable set of financial statements each period, and a clean foundation for tax, advisory, and lender reporting.
How we help
A defined monthly close checklist, completed and reviewed each period.
Reconciliations and supporting schedules for cash, receivables, payables, inventory, loans, and other key accounts.
Entries that match revenue and expense to the right period.
Practical approval, access, and review steps sized to your business.
Statements checked for accuracy and consistency before they go to owners, lenders, or our tax team.
Review of the work done by in-house staff or our bookkeeping team.
Every engagement starts with a written scope, so you know exactly what we will handle for you before any work begins.
How it works
- 01 Assess the close
We review your current close, reconciliations, and controls to see where gaps exist.
- 02 Set the standard
We put a close checklist, review steps, and key schedules in place.
- 03 Run the close
Each period, we oversee or complete the close and review the results.
- 04 Report and refine
We deliver reviewed financial statements and tighten the process over time.
What you can expect
Financial statements you can rely on
A consistent, documented monthly close
Stronger controls over cash and approvals
Common questions
What is the difference between a controller and a CFO?
A controller looks after accuracy: the close, reconciliations, controls, and reporting. A CFO looks forward: strategy, capital, and major decisions. Many growing businesses need a controller first, because strategy depends on reliable numbers.
Do we still need a bookkeeper?
Usually, yes. A bookkeeper records daily activity. A controller reviews that work and owns the accuracy of the final statements. TreeStar can provide both or support your in-house staff.