Your books deserve
controller-level oversight.
Running a business means making big decisions every day — but without accurate financial data and real oversight, those decisions become high-risk. Our Atlanta Fractional Controller services go far beyond basic bookkeeping, giving you a dependable financial infrastructure so your numbers tell the real story, accurately and in real time.
No one catching errors before they compound
Reports produced, not explained
Weekly reconciliations catch issues early
Monthly strategy meetings explain what the numbers mean
You’re making big decisions every day.
Your books shouldn’t be a guessing game.
- ✕ You’re not entirely confident your transactions are being classified correctly.
- ✕ Uncategorized transactions pile up because no one’s following up on them.
- ✕ Your balance sheet has line items that haven’t been reviewed in months.
- ✕ You’re preparing for a loan, an audit, or a big decision, and your books aren’t ready to back it up.
- ✕ You know you need controller-level oversight, but a full-time hire isn’t realistic right now.
That’s exactly what EFP was built to solve.
We help Atlanta businesses build a dependable financial infrastructure — so your numbers tell the real story, accurately and in real time.
Let’s bring clarity, compliance, and confidence to your financials.
What our Fractional Controller services include
We act as your high-level financial partner, ensuring every financial transaction is accounted for, classified properly, and analyzed for insights that help you grow.
Transaction Oversight & Classification
Every transaction accurately categorized, tagged with the right payee, and supported with documentation — including W9s for future 1099 reporting.
Reconciliation & Accuracy
Weekly reconciliation of bank and credit card accounts, monthly reconciliation of asset and liability accounts — clean, up-to-date financials.
Balance Sheet Integrity
Accurate recording of fixed assets with depreciation, loan balances with interest and principal properly separated — no line item left unchecked.
Payroll Review & Matching
Payroll properly recorded and reconciled to payroll tax filings, ensuring compliance and accuracy across your books.
Revenue & Deposit Tracking
Sales verified against subledgers or invoicing systems — customer payments and deposits properly recorded and reconciled.
QuickBooks Online (QBO) Review
Your QBO account reviewed monthly by a Controller to ensure the software is used properly and workflows follow best practices.
Uncategorized Transaction Follow-Up
Every week, we flag any uncategorized transactions through our secure client communication app — so nothing slips through the cracks.
Monthly Reporting & Strategy Meetings
Balance Sheet and Income Statement reports every month, plus a meeting to review your numbers, identify opportunities, and address issues.
Why Atlanta businesses
choose EFP:
- Atlanta-based expertise — locally rooted, with insight into Atlanta’s small business landscape
- Staff + Controller support — a dedicated accountant plus a controller ensures detail and oversight
- Proactive communication — you’ll always know the status of your books and any action items
- Scalable solution — ideal for businesses not ready for a full-time controller, but in need of controller-level insight
- Businesses preparing their books for a loan, an audit, or tax season
We’re not the right match for businesses that only need a one-time bookkeeping catch-up with no ongoing relationship, or those with very low transaction volume.
We’d rather be honest upfront than waste your time. That’s how we’ve built relationships in Atlanta for over 15 years.
Controller-level oversight.
Without the full-time headcount.
Most growing businesses don’t need a full-time controller — they need someone catching the details a bookkeeper alone would miss. There’s a smarter way.
| Basic Bookkeeping | EFP Fractional Controller | |
|---|---|---|
| Transaction review | Recorded, rarely reviewed | Classified & reviewed weekly |
| Balance sheet accuracy | Varies | Every line item checked |
| Payroll reconciliation | Rarely included | Included |
| Monthly strategy meeting | Not typically offered | Included every month |
| Available to start | Weeks to hire in-house | Within days |
| Commitment required | Full-time employment | Flexible engagement |
The bottom line: a fractional controller gives most Atlanta businesses the oversight and accuracy of a full-time hire, without the full-time cost or commitment.
Atlanta business owners who’ve been where you are.
“The team at Executive Financial Partners is more than just a CPA firm — they genuinely care and build real confidence in the professional relationship. We can, without reservation, recommend them.”
“What most impressed me about working with Sandy and EFP is that she’s a badass woman — exactly the kind of leader, entrepreneur, and self-employed businesswoman I want to surround myself with.”
“I love working with Sandy. She keeps the communication very open, and she takes a genuine personal investment in your business to make sure that you are succeeding at every step along the way.”
Getting started is easier than you think.
Three steps from where you are now to having a Fractional Controller working in your corner. The first one costs you nothing.
Free consultation
A 30-minute conversation about your books today, where the gaps are, and whether a fractional controller is the right fit. No pitch, no pressure.
Books assessment
We review your current bookkeeping, identify what’s missing, and map out exactly what controller-level oversight would look like.
Ongoing controller partnership
Weekly reconciliations, monthly reporting, and strategy meetings — so you always know exactly where your business stands.
Everything you want to know before you reach out.
What’s the difference between a bookkeeper and a fractional controller?
A bookkeeper records transactions. A controller reviews and classifies them correctly, reconciles accounts weekly, checks balance sheet accuracy, and delivers monthly reporting and strategy — a higher level of oversight than basic bookkeeping alone.
What does the monthly QuickBooks Online review actually include?
A Controller reviews your QBO account each month to confirm the software is set up and used properly, and that all workflows follow best practices — catching small issues before they become bigger problems.
How often will I get reports and updates?
You’ll get Balance Sheet and Income Statement reports every month, plus a monthly meeting to review your numbers. Uncategorized transactions are flagged weekly through our secure client app.
Do you handle payroll reconciliation?
Yes. Payroll is properly recorded and reconciled to your payroll tax filings, ensuring compliance and accuracy across your books.
What’s the difference between a fractional controller and a fractional CFO?
A controller ensures your financial records are accurate, compliant, and produced on time. A CFO takes those numbers and uses them to drive strategy and growth decisions. Many clients start with a controller and add CFO-level strategy as they scale.
Do you work with businesses outside Atlanta?
We’re Atlanta-based and know this market well, but our Fractional Controller services are fully remote-capable, and we work with businesses across the country.
Stop guessing on accuracy.
Start seeing real oversight.
Schedule a free 30-minute consultation. We’ll review where your books stand today and show you exactly what a Fractional Controller partnership with EFP would look like. No pitch. No pressure. Just clarity.
