Financial leadership built around the work your business actually needs
Aurum adds controller-level oversight to your existing accounting function—strengthening the close, reporting, cash visibility, controls, systems, and decision support without requiring a full-time hire.
Reliable financial reporting starts with accountable Controller oversight.
The Controller connects day-to-day accounting with the reports, cash visibility, controls, and operating insight leadership needs. See how Aurum turns scattered financial activity into a disciplined monthly decision cycle.
A concise visual walkthrough—no registration required.
AURUM / MONTHLY CONTROLREADY
CloseDay 7
Cash View13 Weeks
Open Items04
Senior accounting oversight
What a Fractional Controller Owns
A bookkeeper records financial activity. A Fractional Controller makes sure that activity closes accurately, becomes useful reporting, and supports sound operating decisions.
Close & Reporting
Close calendar, account ownership, review of reconciliations and accruals, financial statement quality, and management commentary.
Senior review of the accounting team, defined responsibilities, documented workflows, and practical internal controls.
Core service
Fractional Controller Services
Recurring controller support creates an accountable financial rhythm and gives ownership a reliable point of leadership for the accounting function.
Typical responsibilities
Lead or oversee the monthly close process
Review reconciliations, accruals, and account activity
Improve management reporting and KPI visibility
Monitor cash flow and working-capital trends
Coordinate accounting priorities with owners and leadership
Support the existing bookkeeper or accounting staff
Common reasons to engage
The close is late, inconsistent, or repeatedly corrected
Reports do not explain performance clearly
The accounting team needs experienced supervision
Growth has added entities, locations, inventory, or complexity
A Controller vacancy creates an urgent leadership gap
Financing, audits, or expansion require stronger readiness
Focused support
Accounting Advisory & Technical Accounting
Aurum can address defined accounting issues independently or as part of ongoing Controller oversight.
Accounting Quality
Reconciliation review and cleanup priorities
Accruals and close procedures
Revenue recognition support
Consolidations and intercompany activity
Operational Finance
Reporting package redesign
Process and responsibility documentation
Internal-control improvements
Audit and financing preparation support
Scalable support for larger accounting environments
Balance Sheet Reconciliation Services
Aurum provides focused reconciliation support for larger companies that need additional capacity, stronger documentation, backlog remediation, or a more disciplined account-reconciliation process across entities, locations, systems, or reporting periods.
Reconciliation Execution
Bank, cash, receivable, payable, payroll, inventory, fixed-asset, prepaid, accrual, debt, and intercompany accounts
Rollforwards, supporting schedules, and tie-outs to the general ledger
Standardized templates and evidence of preparation
Backlog & Cleanup Projects
Account inventory and risk-based prioritization
Identification of unsupported, aged, duplicate, or unreconciled items
Documented open-item disposition and escalation paths
Close & Audit Readiness
Ownership, due dates, review status, and reconciliation cadence
Multi-entity and intercompany coordination
Organized support for management and external auditors
AI-assisted where appropriate, reviewed by finance professionals. Approved automation and AI capabilities may accelerate transaction matching, support extraction, anomaly detection, and exception prioritization. Human review remains required for conclusions, adjustments, approvals, and financial-reporting decisions.
Flexible delivery for enterprise needs. Support may be structured as a defined cleanup project, temporary surge capacity, recurring monthly execution, or reconciliation-process oversight. Scope, account volume, systems access, review responsibilities, and approval authority are established before work begins.
Aurum helps companies identify where approved AI and automation can reduce manual effort, focus accounting teams on exceptions, and create more consistent financial workflows—without removing professional judgment, review, or accountability.
Data & Document Preparation
Extract, structure, categorize, and map information from approved statements, schedules, invoices, and supporting documents to accelerate preparation.
Matching & Exception Detection
Assist with high-volume matching, identify unusual patterns, surface duplicates or aged items, and route exceptions for investigation.
Process Transformation
Redesign workflows around automated preparation, defined review points, exception ownership, escalation rules, and documented controls.
Governed use of AI. Client information is used only within approved systems and agreed access controls. Aurum does not place confidential client data into public AI tools without explicit authorization. AI-generated outputs are treated as drafts or analytical signals and require appropriate human validation.
Technology-enabled finance
Cloud Accounting, Automation & Management Insight
A modern system should make financial information more accessible, connected, controlled, and useful. Aurum brings the accounting and operating perspective needed to design the right environment before technology decisions are made.
Cloud Accounting & Systems
Evaluate platform requirements, multi-entity needs, access, controls, scalability, migration readiness, and the fit between accounting and operations.
Workflow & Integration
Improve data flow across banking, payroll, inventory, billing, CRM, expenses, accounts payable, and accounts receivable.
Reporting, Budgeting & Forecasting
Develop dashboards, management packages, budgets, rolling forecasts, scenario views, and KPI reporting that support decisions.
Independent, platform-flexible guidance. Aurum does not force every client into the same product. Recommendations are based on business requirements, accounting complexity, control needs, internal capacity, implementation risk, and expected value.
Systems that support scale
ERP & Process Transformation
Technology creates value when accounting requirements, operational workflows, data ownership, and reporting expectations are clearly defined before automation begins.
Evaluate
Clarify requirements before selecting a solution
Document current pain points, reporting needs, entities, inventory or project requirements, integrations, user responsibilities, and control considerations.
Implement
Bring an accounting perspective to the project
Support chart-of-accounts design, closing workflows, data validation, reporting expectations, role clarity, testing, and coordination with implementation partners.
AI Enable
Introduce AI where it improves the controlled workflow
Evaluate document extraction, transaction matching, exception routing, anomaly detection, draft variance explanations, and other use cases within approved security, access, and review requirements.
Every engagement begins with a defined scope, responsibilities, cadence, deliverables, and information requirements.
Ongoing Oversight
Recurring Controller leadership for close, reporting, cash flow, team review, controls, and management discussions.
Interim Support
Continuity during a vacancy, transition, audit, ERP implementation, or period of unusual accounting complexity.
Project Advisory
Focused work for reporting redesign, process documentation, reconciliations, consolidations, or automation.
Scope is tailored to the company. The appropriate level of support depends on the condition of the books, reporting expectations, team capacity, number of entities and locations, systems, deadlines, and operating complexity.
Let’s identify the right starting point
A brief discovery call can determine whether your priority calls for recurring oversight, interim support, a focused project, or a Financial Assessment.
