CFO Advisory Services
Controller Services
Reliable financial oversight is essential for CPA firms advising their clients. Our Controller Services provide structured reporting, internal controls, and financial clarity, so you can focus on strategic guidance while we handle the operational details.
Services in Scope
Monthly Close Management
We compile and verify all transactions, ensuring month-end financials are organized for your review.
Internal Control Implementation
We set up consistent approval processes, track key transaction thresholds, and outline operational SOPs.
Management Information System (MIS) and Reporting
Our team creates timely MIS dashboards, highlighting key performance indicators that guide your in-house advisory or CFO oversight.
Our Controller Services Process
Assessment
We identify existing controls, reporting structures, and pain points.
Process Streamlining
Improved SOPs and internal checks are introduced for better accuracy and accountability.
Ongoing Monitoring
Daily or weekly checks ensure that revenues, expenses, and cash flows remain on track.
Month-End Close
We finalize all ledgers and generate financial statements for timely reporting.
Performance Reporting
Management reports spotlight KPIs and potential areas of improvement or concern.
About Ethereal Advisors
Founders Note
As a CA, I know how crucial it is for CPAs to have real-time financial insights for their clients without getting lost in spreadsheets. Our Controller Services provide accurate reports, cash flow tracking, and financial oversight, so you can focus on advising clients while we handle the details.
10+
Years Experience
50+
CPA Partners
100%
Satisfaction
Why choose us
Precision in Financial Reporting
We align with US GAAP and industry best practices to deliver accurate, audit-ready financials.
Efficient Month-End Closures
Our structured approach minimizes bottlenecks, delivering precise financials on time, every time.
Tailored Process Documentation
We develop SOPs that enhance efficiency while aligning with your firm’s workflow and operational style.
Proactive Communication
You’re never in the dark—we provide real-time updates, so you’re always in control of your client’s financial landscape.
Frequently Asked Questions
Is this service suitable for different business sizes?
What about data confidentiality for my clients’ financials?
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