Controllership Services & Financial Oversight

Comprehensive Controllership Services for Strategic Financial Oversight, Budget Planning, and Financial Performance Monitoring

Overview:

Gain expert financial oversight with 247Digitize’s controllership services. Scalable, tailored support for budgeting, reporting, cash flow monitoring, and more.

Our Approach:

Our controllership services offer structured financial oversight, helping businesses maintain accurate records, improve reporting, and align finance operations with strategic goals. These services are designed to support CFOs, finance leaders, and business owners in enhancing financial processes and driving informed decision-making.

Controllership Services

  • Financial Oversight:

    Ensuring accuracy, completeness, and compliance of all financial transactions through periodic reviews, variance analysis, and strategic financial reporting.
  • Internal Controls:

    Designing and monitoring internal control processes to minimize financial risk, ensure audit readiness, and maintain integrity within your ERP and reporting systems.
  • Strategic Planning Support:

    Assisting with budgeting, forecasting, and long-term planning by developing forward-looking models, including cash flow planning and financial scenario analysis.
  • Compliance Assistance:

    Ensuring adherence to relevant accounting standards and regulatory requirements, while maintaining internal policy alignment.
  • Decision Support:

    Providing data-driven insights and financial analysis to guide key operational and strategic decisions, including profitability analysis and performance improvement.

Comprehensive Reporting & Analysis

We deliver detailed, actionable reporting tailored to your business model, designed to drive strategic outcomes, improve operational performance, and support leadership decision-making.
  • Financial Statements: Income Statement, Balance Sheet, and Cash Flow Statements prepared with accuracy and actionable insight.
  • Budget vs. Actuals: Detailed variance analysis highlighting budget performance and key deviations.
  • KPI Dashboards: Custom visual dashboards to track business-specific performance indicators in spreadsheet format.
  • Profitability Reports:
    • In-depth analysis of gross margin, customer, product, and segment profitability
    • Project or batch-level profitability insights—ideal for manufacturing or job-based industries
    • Breakdown by SKU, geography, or sales representative to uncover performance trends across segments
  • Aging Reports: AR, AP, and Inventory Aging Reports with contextual insights and recommendations.
  • Forecasting: Cash flow projections, revenue forecasts, inventory trends, and cost forecasting for forward-looking decision-making.

Consulting on Reports

  • Review Sessions: To interpret report findings, identify key trends, and support action planning.
  • Strategic Insights: Recommendations for cost optimization, profitability improvement, and business growth.
  • Customized Reporting: Reports aligned with your leadership requirements, business structure, and operational cadence.
  • Flexible Frequency: Delivered monthly, quarterly, or as required.

Why 247Digitize

  • Controllership Expertise Across ERPs: We support companies across industries by delivering controllership services that align with your existing ERP setup – whether you’re on Acumatica, MYOB, NetSuite, Sage, or others.
  • Dedicated Financial Teams: A consistent team – comprising a controller, senior accountant, and support staff – works closely with your internal stakeholders and understands your unique processes.
  • Flexible Engagement Models: Start with as little as 10 hours a month, with the flexibility to scale as your financial oversight and reporting needs grow.
  • Process-Driven Oversight: Our team brings structure and discipline to your financial operations – supervising monthly close, monitoring KPIs, and driving audit-readiness and compliance.
  • Secure Operations: ISO 27001-certified workflows for data security and transparency.
  • End-to-End Financial Support: We handle everything from transactional bookkeeping to reporting, budgeting, forecasting, and financial reviews – ensuring informed decision-making and operational clarity.

Frequently Asked Questions (FAQs)

What do controllership services include?
Financial oversight, reporting, budgeting support, actionable insights, policy guidance, KPI monitoring, and process improvements tailored to your operations.
Are services available full-time or part-time?
We don’t operate on fixed full-time or part-time models. Instead, we follow a Time & Material (T&M) approach—understanding your specific requirements, estimating the effort involved, and allocating hours accordingly to ensure flexibility and cost-effectiveness.
How flexible is the engagement model?
You can start with a minimum of 10 hours per month, with the ability to scale up based on your business needs and workload.
What is controllership service?
A remote service that provides experienced financial oversight —either as a cost-effective alternative to hiring a full-time controller or as added support for your existing controller and/or CFO.
Who will I be working with?
A consistent team including a financial controller, senior accountant, and support staff - all trained to understand and align with your business.
Are your services audit-compliant?
Yes. Our processes follow established accounting principles and align with standard audit requirements to support audit readiness, including IFRS and GAAP

Interested in our services?

 

Get in touch. One of our experts will contact you within the next couple of hours.

LET'S GET STARTED