The financial leadership of a controller. The accuracy of a CPA.
Big-company discipline, small-business focus. Fractional controller services for California small businesses, with CPA-led bookkeeping available alongside.
- ✓A licensed CPA on your books, every month
- ✓Forecasts, KPIs, and cash planning that drive decisions
- ✓Built to scale, from your first hire to IPO readiness
- ✓Fixed monthly fee, no hourly surprises
Clean books are the starting point, not the finish line
Good bookkeeping keeps a business running. Working with a CPA adds another layer: a California license, professional standards behind every number, and experience spanning early-stage businesses to global public companies. I know what works at scale, and I bring that perspective to your books, spotting opportunities for your business wherever it is today.
Fractional Controller
Senior-level financial leadership without a full-time hire. I turn your books into forecasts, insight, and decisions.
- Oversight of your monthly close, whoever keeps the books
- Monthly financial review meeting and KPI dashboard
- Budgeting, forecasting, and 13-week cash planning
- Scalable systems and a faster monthly close
- Margin, pricing, and profitability analysis
- Lender, investor, and IPO readiness
Already have a bookkeeper? Keep them. Before controller work begins, I do a one-time assessment of your books, and a clean-up if needed, so every forecast and recommendation is built on numbers we can trust. Or have me handle the bookkeeping too, and the assessment is included.
CPA-Led Bookkeeping
For businesses that aren't ready for a controller yet: monthly reconciliations, close, and financial statements, prepared and reviewed by a CPA. It pairs naturally with the controller service when you're ready for more.
Simple to start
Intro call
A free 20-minute conversation about your business, your current setup, and what you need.
Fixed-fee proposal
A clear scope and a flat monthly price. If your books need an assessment or clean-up first, that's quoted separately.
Monthly rhythm
Secure onboarding to your accounting software, then closed books and a short financial summary every month.
Transparent, fixed monthly fees
Fractional Controller
Based on business complexity and meeting cadence. Add CPA-led bookkeeping or keep your current bookkeeper.
CPA-Led Bookkeeping
Based on transaction volume and number of accounts.
Every engagement is quoted after a free intro call. Book assessments, catch-up, and clean-up work are priced as one-time projects.
Hi, I'm Kory.
I'm a California-licensed CPA. From founder-led businesses to multinational brands, I've seen what works and what breaks as companies grow. I've sped up month-end close, handled complex technical accounting, and helped build the accounting foundation a company needs to go public.
I started this practice to bring what works at scale to small businesses. Whether an IPO is on your roadmap or you just want to sell or raise capital someday, the right foundation today makes the next stage easier, and I'll spot opportunities you might not see yet along the way. You work directly with me, not a rotating team. I'm based in the Sacramento area and work with clients remotely across California.
QuickBooks certified
Certified by Intuit in QuickBooks Online, so your books are set up and maintained the right way from day one.
Level 1
Level 2
Let's put your numbers to work.
Send me a quick email to set up a free 20-minute call. We'll look at where your finances stand, what you need from them, and whether I'm the right fit, with no obligation.
Email kory@kgcpa.co