Your finances, under control. Finally.
Controllership is the layer between bookkeeping and CFO strategy — and for most growing businesses, the missing piece.
All plans include
Month-end close ownership
GAAP financial statements
Internal controls
Bookkeeper oversight
Audit prep
Revenue recognition
How we work, step by step
You'll always know what's happening, who's working on it, and when it'll be done.
01
Discovery Call
30 minutes. We talk about where you are, where you want to go, and what's getting in the way. No pitch, just an honest conversation.
02
Financial Diagnostic
Under NDA, we review your books, systems, and reporting. You get a clear picture of what's broken and a fixed price before you commit.
03
Engagement Kickoff
We agree on scope and assign your dedicated account manager. One person, coordinating the full team behind the scenes.
04
Ongoing Support
Monthly reporting, cash flow forecasting, and strategic advice. A team that stays ahead of your numbers so you don't have to.
Testimonials
“After hiring OTP, I realized I was flying almost blind all this time: money in the bank - good, no money in the bank - not so good. Now I have a very clear picture of my company's financials, performance metrics and how they stack against competition. Literally an eye opening experience.”
Alex Bourlakov
"We hired OTP to help catch up on billing and get a better grip on aged accounts receivable. They identified unbilled items, issued invoices, and worked directly with our customers to collect. OTP now runs our entire accounting function — and I don't have to think about it anymore."
Ryan Kerr
Questions we hear all the time
Have a question?
Our friendly team is always here to help you with quick, clear, and reliable answers whenever needed.
What’s the difference between a controller and a CFO?
A controller owns the accuracy and integrity of your financial data — the close process, financial statements, internal controls. A CFO uses that data to drive strategy: forecasting, modeling, investor relations, and big-picture decisions. Many businesses need both, and they work together. Others start with controllership and grow into fractional CFO support as the business scales.
Do I still need a bookkeeper if I have a controller?
Can you work with our existing bookkeeper?
How quickly can you get started?
Do you work with businesses in both the US and Canada?