As your business scales, so do your financial needs— that’s where our outsourced controller services come in. We help you get investor-ready by professionalizing your reporting, maintaining monthly accounting best practices, and transitioning your books to accrual or GAAP standards.
Whether you’re preparing for funding, tightening internal processes, or simply outgrowing DIY accounting, our controllers bring the structure and insight you need to move forward with confidence. Backed by deep expertise in multiple industries, we combine best-in-class tech (like Xero, QuickBooks, Intacct, and automation tools) with a hands-on, advisory approach. We don’t just manage your numbers—we help you understand them, so you can make smarter decisions, faster.
Our fractional controller solutions give you the financial structure, accuracy, and insight you need to scale confidently. With expert support and industry-specific knowledge, we help you move from basic bookkeeping to investor-ready financials, without the cost of hiring in-house.
Expert Guidance
Benefit from tailored financial expertise. We help you navigate complexities like GAAP standards and subscription models – all without the cost of a full-time hire.
Tailored Fit
It’s more than just numbers. We offer personalized financial advice, deeply rooted in your industry, to prioritize your startup’s financial health.
Smart Spending
Make sure every dollar counts. We optimize your financial processes with our industry best practices, simplifying complex tasks and making smarter budgeting choices.
Have questions about booking? We’ve put together answers to the most common questions to help make the process quick, clear, and hassle-free.
Sorren’s controller services include monthly financial reporting, budget creation, cash flow management, accrual-based accounting, GAAP compliance, and financial system optimization. You’ll also receive support with audit prep, custom reporting, and guidance on scaling your internal processes as your business grows
Our controller services are ideal for growing businesses that have outgrown basic bookkeeping but don’t yet need a full-time internal controller. We work with founders, finance leads, and operations teams across SaaS, professional services, ecommerce, creative agencies, cryptocurrency, and more.
Pricing varies based on your business entity, reporting needs, and frequency of support. We’ll provide a personalized quote after your free consultation with our experts.
We work with cloud-based general ledger tools like QuickBooks Online and Xero, and integrate with supporting technologies like BILL, Gusto, Expensify, Ramp, A2X, and more. Our team ensures your tech stack is optimized and that data flows smoothly between systems.
Each of our clients start by booking a free consultation with our team. We’ll assess your business’ current accounting setup, discuss your goals, and provide a personalized quote that fits your needs. From there, you’ll work with a dedicated onboarding specialist to access your historical data and current accounting systems.
Absolutely. Our controller services include recurring advisory, not just transactional tasks. You’ll work directly with a dedicated controller who learns the ins and outs of your business, ready to help interpret your numbers, identify risks and opportunities, and support you in making better financial decisions as you scale.
Our onboarding process includes a kickoff call, access and tool setup, accounting system review, and bookkeeping clean up, if needed. We’ll align on your reporting cadence and ensure a smooth handoff from any previous providers or in-house processes.
We use secure, cloud-based platforms with bank-level encryption, two-factor authentication, and strict access controls. Our internal protocols ensure only authorized team members can access your data, and we never share your information with outside parties without explicit permission.
We go beyond compliance. Sorren provides strategic, human guidance, not just AI data entry. Our people-first approach, deep tech expertise, and flexible service tiers mean we flex and grow alongside your business.
No two businesses are the same. That’s why we tailor our controller services based on your company’s size, goals, and structure. Whether you need custom reporting, daily data entry, or support navigating fundraising or audits – we build custom solutions around your needs.
Let us connect you with one of our partners to start a conversation, the first step in uncovering what matters most to you.
