Fractional Controller • Financial Advisory • ERP & Process Transformation
Helping Growing Businesses Gain Financial Clarity, Improve Cash Flow Visibility, and Build Scalable Accounting Operations
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Aurum Financial Group provides controller-level financial leadership, accounting advisory, and operational finance support for businesses that need stronger reporting, cleaner processes, better cash flow visibility, and scalable accounting infrastructure.
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.
Services
Aurum provides fractional controller support, accounting advisory, financial reporting review, revenue recognition support, reconciliations, consolidations, cash flow visibility, ERP advisory, process automation, and accounting process improvement for growing businesses.
Fractional Controller Services
Monthly close oversight, management reporting, KPI review, cash flow visibility, and executive-level financial support.
Accounting Advisory & Technical Accounting
Support for reconciliations, accruals, revenue recognition, internal controls, consolidations, and operational accounting processes.
ERP & Process Transformation
ERP evaluation and selection, NetSuite implementation support, accounting workflow redesign, process automation, reporting automation, and financial systems optimization.
How We 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.
03
Roadmap
You receive findings, priorities, and recommendations for practical improvement.
04
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.
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.
Schedule a Consultation