Financial controls and reporting

Controller services for complex real estate, construction, and field-service books.

When the books need more oversight, bring structure to the close, reporting and accounting responsibilities.

Talk through your needs. Agree the scope before work begins.

Starting at $2,500 per month. Final scope depends on entity count, close complexity, systems, and reporting requirements.

A conversation with SaifFounder, Daxable
Illustrative bookkeeping workspace with financial records, a laptop and a professional reviewing the figures
A clear path forward

More consistency behind every report.

  1. Review the close
  2. Define the controls
  3. Keep reporting on track

Controller Services

A Daxable controller reviews the close, improves accounting consistency, oversees AP and AR workflows, establishes practical controls, and turns monthly records into management reporting for the industries Daxable serves.

Clear scope, useful financial work.

A close that can withstand questions

The controller reviews reconciliations, cutoffs, classifications, unusual balances, and supporting schedules. Open items are assigned instead of buried in a suspense account.

Controls that fit the operating team

We map who enters, approves, pays, reconciles, and reviews transactions. The goal is a workable separation of duties and a visible exception path—not paperwork for its own sake.

Reporting tied to operations

Management packs can compare actual results with budgets and operating drivers, while documenting what changed and which items need a decision.

Real estate and property management

Controller review can cover entity and property schedules, settlement activity, debt, owner reporting, security deposits, and trust-account reconciliations where applicable.

Construction

The work can connect job-cost detail with WIP, progress billing, retainage, change orders, committed costs, and the general ledger.

Home and field services

Review can reconcile dispatch and field-platform activity with deposits, payroll inputs, materials, maintenance agreements, fleet costs, and job reporting.

Is your close ready for more oversight?

Bring your current close schedule, reporting pack and the recurring issues your team cannot resolve. We will identify where controller oversight can help.

Discuss My Monthly Close

From the first conversation to a clear handoff.

Milestones are agreed around your records, access and team availability.

  1. Review the close

    Understand who prepares and reviews the books, where delays occur and which balances need attention.

  2. Define ownership

    Agree review responsibilities, approval points and the management reporting package.

  3. Establish a review cycle

    Work through reconciliations, exceptions and reporting with the people responsible for the books.

  4. Keep decisions visible

    Review close progress and explain unresolved issues, with follow-up responsibilities documented.

A strong fit when

  • Monthly reports arrive but management does not trust the close
  • Several people or systems touch AP, AR, payroll, or revenue
  • The business needs documented controls and repeatable review
  • Operations have outgrown owner-only financial review

Another provider may be a better fit when

  • The books first need basic cleanup with no recurring process
  • You need a financial-statement audit, review, or compilation
  • You need tax returns, legal opinions, or investment advice
  • The business is outside Daxable's real estate, construction, or home-service focus

Questions before a discovery call.

When does a contractor need a controller?

A controller becomes useful when job-cost records, billing, retainage, WIP, cash, and the general ledger need recurring review across several people or systems.

How is controller work different from bookkeeping?

Bookkeeping maintains and closes the records. Controller work reviews that close, handles accounting consistency and controls, and produces reporting for management decisions.

Can Daxable coordinate with our CPA?

Yes. Daxable can prepare schedules, answer bookkeeping questions, and coordinate the year-end handoff. Your tax professional remains responsible for tax positions, returns, and tax advice.

Does controller service include fractional CFO work?

Some engagements need both. Controller work focuses on the integrity and control of historical reporting; fractional CFO work focuses on forecasts, scenarios, capital, KPIs, and forward-looking decisions.

Daxable controller services are management-use accounting services. They do not include audits, attest services, legal advice, tax opinions, or investment advice.

Saif Ahmed, founder of DaxableSaif AhmedFounder, Daxable

Make the monthly close useful to the people running the business.

We will review the current workflow, explain the right level of support, and scope the work before you commit.

Bring your current close schedule, reporting pack and the recurring issues your team cannot resolve. We will identify where controller oversight can help.