Executive financial oversight

Beyond the general ledger

Growing businesses often need more financial insight long before they're ready to hire a full-time Controller.

The Controller Concierge bridges that gap with experienced, Controller-level financial oversight. I turn historical accounting data into meaningful reporting, cash flow forecasts, and forward-looking insights so you can see where your business is headed — not just where it's been.

$500k–$10M

clients revenue focus

6-Month

cash runway forecasting

Weekly

month-end cadence

Meet Nichole

I’ve spent more than 15 years in accounting and financial leadership roles, working my way from senior accounting positions into Assistant Controller, Controller, North American Controller, and fractional Controller responsibilities.

My experience spans construction, industrial services, manufacturing, multi-entity operations, and growing businesses where strong financial controls and clear reporting really matter.

Over the years, I’ve led month-end close, cash flow forecasting, budgeting, financial reporting, job costing, WIP analysis, reconciliations, audit support, internal controls, process improvement, and accounting team development. I’ve also worked closely with operations and leadership teams to turn financial data into practical decisions.

What I’ve learned is that many growing businesses don’t need more reports — they need better visibility.

They need to know:

  • Where cash is headed

  • Whether margins are holding

  • Why results are changing

  • Which processes are creating risk

  • What needs attention before it becomes a bigger problem

That’s why I created The Controller Concierge.

I provide growing businesses with experienced, Controller-level financial oversight without the cost of hiring a full-time Controller. My approach is hands-on, practical, and focused on making the numbers useful — not overwhelming.

Whether the challenge is cleaning up accounting, strengthening month-end close, improving cash flow visibility, building better financial reporting, or creating stronger internal processes, my goal is the same:

Accurate numbers. Better decisions. Fewer surprises.

I work with businesses nationwide and especially enjoy supporting construction, service, equipment, retail, manufacturing, and other labor- or inventory-intensive companies.

The practice

Concierge financial discipline

Basic accounting can tell you where your cash went. Controller-level oversight helps you understand what’s coming next.

The Controller Concierge provides high-touch financial oversight for growing businesses, with a disciplined month-end close, clear financial reporting, and forward-looking cash flow forecasting designed for companies with approximately $500K to $10M in annual revenue.

The result is better visibility, stronger financial discipline, and fewer surprises.

We replace overwhelming financial reports with clear, actionable metrics that help you understand what is driving your business.

By identifying key profitability levers, strengthening internal processes, and improving financial visibility, The Controller Concierge helps protect your momentum and support smarter decisions as you grow.

Core directive

Accounting tells you where your cash went. Controller oversight helps you see where your cash is going — and how much runway you have ahead.

The Controller Concierge

Schedule a financial review

Connect directly with senior financial leadership to evaluate your cash runway and strengthen your internal systems.