Keel Controllers steps in when an established business, including a private-equity- or venture-backed company or a multi-site operator, has outgrown its accounting: the books are behind, the controller has left, or a systems migration has stalled. We bring the numbers current, then keep them that way for a fixed monthly fee.
Months of unreconciled accounts, a close that never quite finishes, and financials nobody fully trusts. We catch up the history and reconcile every balance.
A key person walked out with the process in their head. We keep the close, payroll, and vendor payments running while you decide on a permanent hire.
You started moving off QuickBooks and it went sideways. We clean the data, finish the cutover, and build the reporting on top of the new system.
We have run finance at private-equity-backed and venture-backed companies, through Series F, and we build the monthly reporting investors expect: on time, reconciled, and explained.
A monthly package on a fixed calendar: GAAP financials, budget-to-actual, KPIs, and a clear account of what moved and why.
Covenant calculations and compliance reporting, supported and reviewed before they reach the lender.
One consistent chart of accounts, P&L by location, and a repeatable process for bringing new locations onto the same books.
Clean audit trails and the schedules behind a quality-of-earnings review, built the way we did through a nine-figure private-equity exit.
Back reconciliations, accrual and cutoff corrections, and a clean trial balance you can hand to a lender, investor, or auditor.
A documented close calendar, reconciled balance sheet, and monthly financial statements with a clear explanation of what moved and why. Automated checks review journal entries, reconciliations, and account fluctuations before anything posts, so errors are caught in the close, not after it.
Hands-on coverage of the controller seat: the close, approvals, cash, and the outside CPA and tax relationships, until you are ready to hire.
Moves to NetSuite, Sage Intacct, and similar ERPs, including data cleanup, the cutover itself, and the reports your team actually uses.
PCAOB-standard audit workpapers, SOX-readiness controls documentation, and technical accounting memos, prepared the way auditors, buyers, and public-market advisors expect.
Order-to-cash and procure-to-pay redesigned end to end: billing, approvals, collections, and payment tracking, with the controls and written procedures that keep the books clean as volume grows.
Thirty minutes on where the books stand, what is breaking, and what you need from your numbers.
A scope for the cleanup and the ongoing work, with a fixed monthly fee. No hourly billing surprises.
We bring the books current, then run the close every month and report on it.
Client and employer names are withheld. These examples come from in-house finance leadership roles held by our principal and from fractional engagements.
Keel Controllers is led by a Certified Management Accountant (CMA) with 18 years in corporate accounting, including controller and head-of-finance roles at multi-entity companies.
Tell us where the books stand and what is breaking. We will reply with a short diagnostic call and a written scope, whether or not we end up working together.
Best fit: companies with roughly $5M to $50M in revenue and no in-house controller, including private-equity- and venture-backed companies and multi-site operators. Engagements start at $6,000 per month.
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