Fractional controller
A fractional controller for your Calgary business
Controller-level oversight of your finances without hiring a full-time controller. You get a CPA who reviews your results, explains what the numbers mean and helps you plan what’s next. It works hand in hand with your accountant’s tax work.
What you’ll get
✓ A monthly check-in on how your business is doing
✓ Reports that show you what to do next
✓ Which customers or services make you the most money
✓ A look ahead at your cash, and a budget to measure against
✓ The handful of numbers worth watching
Is this right for you?
Why businesses bring in a fractional controller
You’ve outgrown bookkeeping alone
Your books are accurate, but you need someone to tell you what they mean.
A full-time controller doesn’t fit
You need controller-level skills a few days a month, not a full-time salary.
Cash is hard to predict
You want to see cash coming and going before it becomes a problem.
You don’t know what’s profitable
Some customers or services make more money than others, and you can’t tell which.
Big decisions are coming
Hiring, a new location, a loan or pricing changes, and you want numbers behind the decision.
Lenders or investors want reports
You need clear, reliable management reports, not just a year-end statement.
How to get started
From numbers to decisions
01
Book a free health check
Tell us what decisions you’re facing and what reports you have today.
02
Review your finances
Morgan reviews your books and results to understand where your business stands.
03
Agree on the scope
You get a proposal covering what’s reviewed, how often and the price. See pricing.
04
Monthly reviews
Each month, Morgan meets with you to go over results, cash flow and the numbers to watch.
What success looks like
Running the business by the numbers
Before
Reports you file but don’t use
Cash surprises
Decisions made on gut feel
After
Reports that show how the business is really doing
Cash flow you can see coming
A budget you can measure against
Clear answers on what’s profitable
Confidence when lenders or investors ask questions
Your fractional controller
Morgan DuFord, CPA
Chartered Professional Accountant with 15 years of experience in management accounting and analysis.
Morgan was previously a Senior Manager, Cloud Accounting at Grant Thornton. She has also worked with not-for-profit organisations and small businesses, helping them understand their numbers and improve how their finances run. She is based in Canada, like the rest of the AccountingMD team.
Questions about fractional controller services
What’s the difference between a bookkeeper and a controller?
Your bookkeeper records and reconciles transactions. A controller reviews the results, builds reports and budgets, and helps you make decisions with them.
Do I need monthly bookkeeping too?
A controller works best on accurate, up-to-date books. Many clients pair it with a monthly bookkeeping plan.
Does Morgan do my taxes?
No. Your accountant still prepares your tax returns. Morgan works alongside them.
Talk to Morgan
Start with a free health check.