Fractional Controller Services
in Southlake

Growing businesses often need financial oversight beyond routine bookkeeping. Howard Terrell CPA Firm PLLC provides fractional Controller services for Southlake business owners who need a defined level of accounting leadership without adding a full-time position.

Turn accounting records into management information

An engagement may focus on the monthly close, consistent financial reporting, cash-flow planning, or accounting process improvements. We begin by understanding how information moves through your business and what decisions management needs to make.

Potential deliverables include a close calendar, a management reporting package, a cash-flow forecast, or a review of reconciliation and approval processes. The actual work and reporting frequency are established in the engagement rather than assumed to be part of every arrangement.

When Controller support may help

• Financial reports arrive too late to support decisions.
• Account balances or classifications change without a clear explanation.
• Management needs visibility into cash requirements and upcoming obligations.
• Bookkeeping staff need a consistent close process and financial review.
• The business is preparing financial information for a lender or other stakeholder.

Start with your current reporting process

For the initial discussion, describe your accounting system, who maintains the books, how frequently reports are prepared, and where the process breaks down. Identify the specific decisions or deadlines the work should support.

We can then distinguish foundational cleanup from ongoing oversight and agree on responsibilities, access, communication, and fees. The engagement can be coordinated with bookkeeping and tax work when those services are separately included.

Financial oversight with defined responsibilities

Controller support does not by itself provide an audit, assurance opinion, financing approval, or a guarantee of business performance. Any additional reporting or assurance requirements must be discussed and agreed separately.

How is this different from bookkeeping? Bookkeeping maintains transaction records; Controller work adds oversight of the close, reporting, and financial processes. The right combination depends on your business and staff.

Meet with our Southlake office

1560 E. Southlake Boulevard, Suite 100
Southlake, TX 76092
Meetings by appointment only.

Call (469) 941-4367 or email hterrell@htcpafirm.com. Please describe your needs without including confidential financial information.

Serving Dallas–Fort Worth and remote clients

Our Southlake office welcomes individuals and business owners from Grapevine, Colleyville, Keller, Coppell, Flower Mound, Dallas, Fort Worth, and the surrounding metroplex. In-person meetings are by appointment. Remote inquiries from across Texas and the United States are welcome; services and jurisdictions are confirmed before acceptance.

Fractional CFO support for planning decisions

Controller work focuses on dependable accounting and reporting. Fractional CFO support builds on that information to discuss budgets, cash-flow scenarios and business decisions. Tell us which decisions you need to make, what financial reports are available and how often you want a review. We agree on the deliverables and responsibilities for your business before work begins.

QuickBooks cleanup in Southlake

Unreconciled accounts or a bookkeeping backlog? Review our cleanup process, what to prepare and how project work can connect with ongoing monthly accounting.

Explore QuickBooks cleanup and catch-up bookkeeping

Visit our Southlake CPA office · IRS notices and tax resolution