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Controller Services

Give your financial reporting a consistent review process.

Controller support helps your medical group investigate unexplained changes, review the close and assign responsibility for unresolved questions.

Payroll reviewOne change.
A closer look.
Location A
Location B
Question to investigateDid payroll really increase at Location B, or was it allocated to the wrong location?
Payroll summaryLocation allocationPrior-period schedule
Conceptual review illustration. Lines represent a comparison, not measured payroll data.

When the numbers need a closer look

Why did payroll change? Are locations using the same reporting definitions? Why does an unresolved balance appear every month?

Controller oversight adds a review process around prepared accounting records, helping your team distinguish operating changes from timing or classification issues.

What controller review adds

ReviewedReviewedQuestion remains
Separate completion from open items.

Close oversight: review completion status, significant balances and remaining exceptions.

Prior periodCurrent period Same definitions
Make period comparisons meaningful.

Management reporting: compare periods, budgets, providers or locations using agreed definitions.

Question Responsible contact Next step
Give follow-up a clear owner.

Documented follow-up: identify the question, supporting evidence, responsible contact and next step.

Turn an unexplained change into an action.

Illustrative review example; no client result or promised timeline.

Start with the change

Why did payroll expense move between locations?

Keep the question specific before deciding whether a correction is needed.

The full example

Question: Why did payroll expense move between locations?

Evidence to review: Payroll summary, location allocation and the prior-period schedule.

Next step: Ask the practice administrator to explain the allocation. Document any proposed correction and obtain the required approval.

Close the item: Record the explanation and updated schedule, or keep the outstanding question visible for the next review.

Illustrative review example, not a client result or a promised resolution timeline.

Work alongside your existing team.

Your source teams provide reports and explain operations. Accounting and controller work covers the agreed preparation, review and follow-up. Practice leadership retains assigned approvals and operating decisions.

We define those responsibilities and the review schedule at the start. Medical billing, payroll processing and other providers' work remain separately scoped. Controller support is not an audit or assurance engagement.

Source teamsReports + context
Accounting + controllerPrepare · Review · Follow up
Practice leadershipApprovals + decisions
Connected responsibilities. Separately agreed scope.

Which support do you need?

Accounting or controller support?

Accounting establishes the records and statements. Controller support adds oversight, reporting consistency and follow-through.

Controller or fractional CFO support?

Controller work focuses on the reporting and review process. CFO support focuses on forecasts, assumptions and future decisions.

Compare all services

Keep exploring

Bring oversight to your reporting.

Discuss reporting gaps, unexplained changes and the financial review your practice needs.

Related reading: Choosing a financial-support partner.

30MINUTES
A conversation
about your practice.
Complimentary · Microsoft Teams