An outsourced controller owns the accuracy of your books and the monthly close, without a full-time hire. Veritas Management Group provides outsourced controller services to Tulsa and Oklahoma companies from $5M to $100M+ in revenue, so you see reliable profit and cash by the 10th of every month.
What does an outsourced controller do?
- Runs the monthly close and delivers financial statements by the 10th
- Reconciles bank, credit card and loan accounts and ties receivables and payables to the ledger
- Reviews the work of your bookkeeping or accounting staff and sets the checks that keep errors out
- Builds the reports lenders, partners and buyers ask for from the books
- Keeps job, matter, case or location reporting current, so margin is visible where the money is made
Outsourced controller, fractional CFO or bookkeeper: which do you need?
A bookkeeper records transactions. A controller owns accuracy, controls and the close. A fractional CFO uses those numbers to plan: profit, cash, forecasts and decisions. Many Tulsa companies need all three layers, and the controller is the one that makes the other two trustworthy. At Veritas the accounting team, the controller and the CFO work as one team, so you do not manage three vendors.
When does a Tulsa company need an outsourced controller?
- Your financials arrive late, or you are not sure the numbers are right
- A lender, partner or buyer is asking for clean, reviewed statements
- You have outgrown a bookkeeper but a full-time controller is not the right fit yet
- You run several entities, locations, jobs or practice groups and cannot see margin in each
- You want a CFO, but the books are not ready to support one
How Veritas works with you
We start with a Financial X-Ray: an hour on your P&L, balance sheet and cash, with the next three moves ranked by profit, cash and value. Then we close your books by the 10th every month, and we set quarterly Rocks, each with one owner, one date and the number it moves. We work in your accounting system, including QuickBooks Online. Industry depth: construction, law firms, healthcare and surgery centers, manufacturing and software. Need the day-to-day books handled too? See outsourced accounting in Tulsa.
Get a controller-level view of your business
One hour. Your numbers, in plain English, with the next three moves ranked by profit, cash and value.
Book your complimentary X-Ray Review
Frequently asked questions
What is an outsourced controller?
An outsourced controller is a senior accounting professional, working part time through a firm, who owns your monthly close, your controls and the accuracy of your financial statements.
How is an outsourced controller different from a fractional CFO?
The controller makes the numbers accurate and timely. The fractional CFO uses them to plan, forecast and guide decisions on profit, cash and value. Veritas provides both in one team.
Do I still need a bookkeeper?
Veritas can handle the day-to-day accounting as well, or work with your in-house bookkeeper and review their work. The right setup depends on your size and systems.
Which accounting systems do you work in?
We work in your system, including QuickBooks Online, and set up job, matter or location reporting where it matters to your business.