Controller & CFO-Level Financial Leadership—Without the Cost of a Full-Time Hire
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Aurum helps growing businesses strengthen the monthly close, trust their financial reports, improve cash flow visibility, build forecasts, and make better-informed decisions through scalable finance operations.
Why Aurum
Flexible, right-sized financial supportWorks alongside your existing accounting teamReporting, controls, cash flow, and systems expertise
Controller or CFO?
Know which financial leader your business needs next
A Fractional Controller builds confidence in the close, accounting, and reporting. CFO Advisory turns reliable information into forecasts, capital priorities, and strategic decisions. Some companies need one; growing complexity may require both.
A bookkeeper records activity. A Fractional Controller brings senior oversight to the accounting function—connecting accurate books, disciplined processes, reliable reporting, and practical decision support.
Close & Reporting
Lead the monthly close, review reconciliations and accruals, and deliver consistent financial statements with useful commentary.
Clarify responsibilities, review accounting work, document processes, and strengthen internal controls as complexity grows.
ERP & Automation
Reduce spreadsheet dependence, improve system use, and create cleaner workflows between operations and accounting.
Challenges We Help Solve
Growing companies often outgrow basic bookkeeping before they are ready for a full-time Controller. Aurum helps close that gap.
Month-end close takes too long or lacks discipline.
Financial reports arrive late or do not explain business performance.
Cash flow visibility is limited despite apparent profitability.
Revenue recognition, reconciliations, or accruals are inconsistent.
ERP systems are underutilized or reporting is too manual.
Consolidations, intercompany activity, or multi-entity reporting are difficult to manage.
When Aurum May Be the Right Fit
Fractional Controller support is most valuable when the business has outgrown basic bookkeeping but does not yet need—or cannot justify—a full-time senior finance leader.
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Growth has increased complexity
More revenue, locations, entities, inventory, customers, or employees are making the accounting function harder to manage.
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The close is late or unreliable
Leadership waits too long for reports, reconciliations remain open, or the numbers require repeated corrections.
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Cash flow feels unpredictable
Profitability does not translate into clear cash visibility, and working-capital decisions are made reactively.
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Your team needs senior oversight
Bookkeepers or accountants handle activity, but no experienced Controller owns review, deadlines, controls, and reporting quality.
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A transition creates a leadership gap
A Controller has departed, a new hire is being recruited, or the company needs interim continuity during change.
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A milestone requires stronger reporting
Financing, an audit, an ERP project, expansion, or a transaction demands cleaner information and documented processes.
Why Aurum
Controller-Level Experience
Financial oversight grounded in accounting leadership, reporting discipline, and complex operating environments.
Actionable Reporting
Clear financial reports, meaningful metrics, and decision-ready insights for business owners and leadership teams.
Process & Control
Stronger accounting processes, internal controls, close discipline, and workflows that scale as the business grows.
Owner-Focused
We work as part of your team, aligning financial visibility with operating goals, growth plans, and practical decisions.
Industries We Serve
Wholesale & Distribution
Professional Services
Telecom
Construction
Real Estate
Manufacturing
Other Private Businesses
Financial Leadership That Evolves With Your Business
The work should match the stage and complexity of the company—not force every client into the same package.
Foundation
Build discipline
Close calendar and account ownership
Reconciliations and reporting standards
Core controls and documented workflows
Growth
Improve visibility
Management reporting and KPIs
Cash flow and working-capital review
Team leadership and process improvement
Scale
Strengthen infrastructure
Multi-entity and operational reporting
ERP optimization and automation
Audit, financing, and expansion readiness
Services
Aurum provides fractional controller support, accounting advisory, balance sheet reconciliation services, financial reporting review, revenue recognition support, consolidations, cash flow visibility, ERP advisory, process automation, and accounting process improvement for growing and larger businesses.
Fractional Controller Services
Monthly close oversight, management reporting, KPI review, cash flow visibility, and executive-level financial support.
Balance Sheet Reconciliation Services
Recurring execution, backlog cleanup, standardized support, open-item resolution, and reconciliation-process discipline for larger and multi-entity companies.
Accounting Advisory & Technical Accounting
Support for accruals, revenue recognition, internal controls, consolidations, and operational accounting processes.
ERP & Process Transformation
ERP and accounting-system evaluation, selection, implementation support, workflow redesign, systems integration, process automation, reporting automation, and financial systems optimization.
See the Controller process in actionFollow Aurum's four-step path from accounting activity to decision-ready financial leadership.
Cloud-based accounting that supports clearer, faster decisions
Aurum helps growing businesses evaluate and improve the systems behind the numbers. The focus is not a particular software brand—it is reliable data, connected workflows, appropriate controls, and reporting leadership.
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Cloud Accounting & ERP Readiness
Assess requirements, system fit, data structure, user access, controls, scalability, and implementation readiness.
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Systems Integration & Data Flow
Connect accounting with banking, payroll, inventory, billing, CRM, expense, and operational systems more effectively.
AI
AI-Assisted Reconciliation & Close
Use approved capabilities to accelerate matching, document preparation, anomaly detection, exception routing, and review-ready support.
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Dashboards, Forecasting & FP&A Support
Build management dashboards, budgets, forecasts, scenario views, and performance reporting around practical decisions.
AI
AI-enabled finance, governed by accounting judgment
Aurum designs AI-assisted workflows with defined access, human validation, documented review points, and accountable approval.
Platform-flexible guidance. Aurum can work with the accounting environment you already have and help define when optimization, integration, or replacement is justified.
Support can expand or contract as priorities change. Every engagement begins with a clearly defined scope, responsibilities, cadence, and expected deliverables.
Ongoing Controller Oversight
Recurring leadership for monthly close, reporting quality, cash flow visibility, team review, controls, and management discussions.
Best for sustained growth
Interim Controller Support
Continuity during a vacancy, transition, ERP implementation, audit preparation, or period of unusual financial complexity.
Best for leadership gaps
Project-Based Advisory
Focused support for reporting redesign, reconciliations, process documentation, revenue recognition, consolidation, or automation.
Best for defined priorities
Not sure which level of support you need?
Start with a brief discovery call. If deeper review is needed, Aurum will recommend a scoped Financial Assessment before proposing ongoing work.
A structured approach helps business owners understand the issues before committing to long-term support.
01
Discovery Call
We discuss your business, accounting environment, reporting issues, and goals.
02
Financial Assessment
We review selected reports, processes, reconciliations, ERP readiness, and risks.
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Roadmap
You receive findings, priorities, and recommendations for practical improvement.
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Ongoing Support
When appropriate, Aurum provides monthly controller-level oversight and advisory.
Financial Assessment
The Financial Assessment is a structured, paid review designed for business owners who want a clearer understanding of their accounting records, reporting process, cash flow visibility, reconciliation status, revenue recognition practices, consolidation needs, ERP readiness, process automation opportunities, and key financial risks.
Discovery Call
A complimentary introductory conversation to understand your business, challenges, accounting environment, and whether Aurum is the right fit.
Paid Financial Assessment
A focused review of selected financial reports, accounting workflows, reconciliation status, ERP environment, and process improvement opportunities.
Roadmap & Recommendations
A practical summary of findings, key risks, recommended improvements, and potential next steps for ongoing controller-level support.
Financial Assessments are available by appointment and priced based on scope. The introductory consultation is complimentary; document review, analysis, and recommendations are performed through a paid assessment engagement.
The Right Financial Role for the Work
Aurum is designed to complement the people already supporting your business, including bookkeepers, internal accountants, tax CPAs, and executive leadership.
Role
Primary Focus
Typical Question
Bookkeeper / Staff Accountant
Record transactions, process routine activity, and maintain supporting schedules.
“Was the activity entered and reconciled?”
Fractional Controller
Own the close, review accounting quality, lead reporting, strengthen controls, and manage financial operations.
“Are the numbers reliable, timely, and useful?”
CFO / Strategic Finance
Capital strategy, long-range planning, financing, investor communication, and enterprise-level decisions.
“How should the company allocate capital and grow?”
Frequently Asked Questions
What is a Fractional Controller?
A Fractional Controller provides experienced accounting leadership on a part-time, recurring, interim, or project basis. The role sits above transactional bookkeeping and typically owns close discipline, reporting quality, reconciliations, controls, team review, and accounting-process improvement.
Will Aurum replace our bookkeeper or CPA?
Usually, no. Aurum is designed to work with the existing team. The bookkeeper or accounting staff can continue handling routine activity, while Aurum provides senior review, structure, deadlines, reporting oversight, and coordination. Tax returns and attest services remain with the appropriate CPA firm.
How is the scope determined?
The scope depends on the condition of the books, number of entities and locations, reporting requirements, systems, inventory, team structure, deadlines, and management priorities. A brief discovery call identifies the initial need; a paid Financial Assessment may be recommended when the environment requires deeper review.
Can Aurum help during a Controller vacancy or ERP project?
Yes. Interim support can help preserve close and reporting continuity, document processes, clarify responsibilities, support implementation decisions, and prepare the internal team for a successful transition.
How quickly can an engagement begin?
Timing depends on scope, access, and current capacity. After the discovery call, Aurum will outline the recommended starting point, required information, responsibilities, and realistic timeline.
About Aurum Financial Group
Aurum Financial Group was created to bring controller-level financial leadership to businesses that need stronger reporting, cleaner accounting processes, better cash flow visibility, process automation, ERP guidance, and practical financial advice.
Careers & Strategic Partnerships
Aurum Financial Group is building a network of accounting and finance professionals who value accuracy, discretion, client service, and practical financial leadership.
Bookkeeping & Accounting Support
Opportunities for professionals experienced with reconciliations, transaction review, monthly close support, and clean financial records.
Controller & Advisory Talent
Future opportunities for accounting leaders with backgrounds in reporting, controls, revenue recognition, consolidations, ERP, and process improvement.
CPA & Strategic Partners
We welcome collaboration with CPA firms, tax professionals, payroll providers, ERP consultants, and business advisors serving growing private companies.
Ready to strengthen your financial visibility?
Schedule a consultation to discuss your accounting, reporting, ERP, and controller-level support needs.
