Book 15-Min Fit Call
Jason Laughlin - Professional Accountant

Contract Controller Support for CPA Firms

White-label controller capacity + internal firm support — without full-time overhead.

20+ Years • Multi-entity & complex ops • White-label ready • CPA-friendly (non-tax / non-attest)

20+
Years Experience
$200M+
Revenue Managed
1–2
Firms at a Time
$7.5k+
Monthly Retainer

Services

Controller-level support designed for CPA firms (internal operations or white-labeled for your clients). This is not bookkeeping, tax prep, or attest work.

Controller-Level Oversight

Monthly close oversight, balance sheet control, reconciliations, and multi-entity reporting that partners can trust.

Financial Reporting & Forecasting

Decision-ready reporting, cash-flow forecasting, budgets, variance analysis, and KPI dashboards.

CAS Enablement

Build advisory-ready reporting: standardized close checklists, KPI packs, forecasting, and client meeting prep for partners.

Internal Controls & Process Design

Process documentation, control design/remediation, and workflow improvements that scale.

Turnaround & Stabilization

Backlog close, cleanup triage, and rapid controls to stop rework and get files partner-reviewable.

White-Label Controller

Work under your firm’s brand for select clients: close oversight, reporting, and partner-ready narratives (non-tax / non-attest).

NDAs welcome • Exception-based escalation • Monthly summary cadence

Not a fit: tax preparation, audits/reviews/compilations, or low-cost data entry.
Week 1
Stabilization Plan
As-needed
Escalation + Monthly Summary
Clean
Workpaper Trail

Documented Impact

Senior-level financial leadership across complex, multi-unit operations — focused on clarity, control, and decision-ready reporting.

Proven Results

  • Led finance and reporting across multi-unit operations exceeding $200M+ in annual revenue
  • Built executive reporting and dashboards for faster, cleaner decision-making
  • Stabilized messy books and accelerated close timelines under pressure
  • Designed controls and processes that reduce risk and rework
  • Turnaround mindset: focus on cash, margin visibility, and operational accountability

Why CPA Firms Engage Me

  • I do not compete for tax or attest work — I strengthen your client relationships
  • Partner-friendly communication: clean handoffs, clear documentation, no surprises
  • I handle operational finance complexity so partners don’t have to
  • Works well with owners and executives while keeping the CPA in control
  • Senior-level output without the overhead of a full-time hire

NDAs welcome • Exception-based escalation • Monthly summary cadence

About Jason Laughlin

Senior finance leader with 20+ years of controller and operational finance experience supporting complex, multi-entity organizations. I focus on clarity, control, and decision-ready reporting — especially when scale, growth, or transition has outpaced process.

What You Can Expect

  • Controller-level ownership and calm execution
  • Clean communication with owners, executives, and CPA partners
  • Decision-ready reporting and practical recommendations
  • Documentation and handoff materials your team can maintain
  • CPA-friendly support (non-tax / non-attest)

Areas of Depth

  • Multi-entity reporting and close management
  • Forecasting, budgeting, and cash-flow visibility
  • Internal controls and scalable finance processes
  • Job costing, margin analysis, and operational finance
  • Cleanup and stabilization when books are under pressure

Book a Fit Call

If you need controller-level support that integrates cleanly with a CPA firm, a 15-minute call will confirm fit, scope, and timeline.

CPA-Friendly Non-tax / non-attest support
Fast Ramp Minimal supervision required
Clear Output Documentation partners can use
Week 1 Close plan + risk list delivered
This Week Immediate availability
Low-Friction Engagement Monthly, scope-defined — conclude at period end

Next step: book a 15-minute fit call and I’ll outline the quickest path to clean, decision-ready financials.

Engagement Terms

Outcome-based terms. Retainers reserve capacity and protect turnaround time (ideal for white-label work).

Capacity is limited — I typically take on 1–2 firms at a time to maintain fast turnaround and partner-friendly documentation.

Gap Filler

$4.5k–$8k
per month (short-term)

Designed for turnover, sudden capacity gaps, or a rough close cycle. Stabilize month-end, clean reconciliations, and restore partner confidence.

CAS Growth Engine

$10k–$18k
per month (firm-level)

Standardize delivery: close playbooks, KPI packs, forecasting, meeting templates, and team training so partners can scale advisory without chaos.

Deliverables & Communication

Delivered as controller-level ownership — structured outputs, clean documentation, and partner-safe communication. No daily status spam.

Typical deliverables
  • Close plan + timeline (what closes when)
  • Balance sheet control + reconciliations
  • Partner-ready financial package (KPIs, variance, narrative)
  • Forecast / cash runway (when scoped)
  • Clean workpaper trail + handoff notes
Communication cadence
  • Exception-based escalation: you’re looped in only when decisions/risks require it
  • Weekly pulse (optional): 3-bullet status + upcoming constraints
  • Monthly summary: close complete, key issues, next-month watch list
  • Client-facing (white-label): aligned to your firm’s tone and workflow

CAS vs. Controller Support

What you’re buying Controller Support CAS Advisory Enablement
Primary outcome Accurate close + decision-ready reporting Repeatable advisory delivery + partner leverage
Typical deliverables Close oversight, balance sheet control, reconciliations, forecasting, KPI dashboards KPI pack templates, meeting agendas, pricing bundles, client narrative frameworks, team training
Best fit High-value clients or internal operations needing controller leadership Firms scaling CAS and needing standardization + throughput
Typical pricing $7.5k–$12k / month (reserved capacity) $10k–$18k / month (firm-level enablement)

Fixed fees are scoped by outcomes and complexity. If a month goes sideways, you don’t get a surprise bill — you get a controlled close.

NDAs welcome • Exception-based escalation • Monthly summary cadence

Minimum engagement: 30-day term for monthly retainers. Project invoices: milestone-based • Net 7.

Contact

Fastest path: book a 15-minute fit call. If you prefer email, reach out and I’ll respond quickly.

I typically respond within 2 hours during business hours.
Jason Laughlin — Remote Controller-Level Accounting Support for CPA Firms

NDAs welcome • Exception-based escalation • Monthly summary cadence

Book Fit Call