Company Controller Services

Our controller services will take your business to the next level – and beyond.

Automation only goes so far.

Let us take your books to the next level and bridge the gap between reporting and vital insight. With a dedicated controller, we’ll make sure you’re ready for investors, scaling up, and everything in between. 

The best part? Your controller is flexible to meet as much or as little as necessary, with no minimum requirement. It’s just one more way we’re making it easier for you to get back to business.

When’s the right time for controller services?

Video Transcript

Speaker 1:

Okay. We are rolling.

Kenji:

We are rolling? Rolling? Check, check.

Kenji:

Same pretty much position so you can move them…

Speaker 1:

Not really.

Kenji:

I was going to this.

Kenji:

Hi, I’m Kenji with Acuity.

Kenji:

Hi, I’m Kenji and I am the founder and CEO of Acuity and just wanted to talk a little bit about the controller function and when your business might need a controller. Typically, we see that small businesses, as they’re growing and things are becoming more complex in their accounting function, may be a good time to think about bringing in a controller. Most people know about CFOs, they’re the top-level tier on the accounting function. People probably also understand how bookkeepers work, the more day to day transactional. So that controller role kind of sits in the middle of them, which is nice because what it actually is, it makes them a very, very flexible resource. They can really handle a lot in your business. We tend to think about them being kind of the glue that holds the accounting function together.

Kenji:

All of our controllers at Acuity come from accounting backgrounds, have worked in public accounting, have accounting degrees. So this is definitely a resource that has a much more technical skillset than your typical bookkeeper would. Think about them as someone who can really help bring strong processes to your business, some more advanced financial reporting that either you, your board of directors, or maybe your investors might need. So if you think you may be ready to utilize a controller or just have a few more questions, we’d love it if you’d reach out to us and we’d be happy to kind of talk you through these services and how they may benefit you.

Not sure what you need?

Here’s what controller services can do for you.

Deliver timely and accurate data to get the full financial picture so you can build accurate budgets and cash flow forecasts.

Incorporate streamlined workflow processes to focus your business on development and new revenue streams.

Assist with complex accounting issues such as deferred revenue, accruals, and GAAP-based accounting.

Meet our team of controllers.

Each dedicated controller averages more than 15 years of experience. See someone you may want to work with? Get in touch — we are excited to talk.

Dorrie Chung

Dorrie Chung

San Diego, CA

Controller

Industry Professional Services, Distribution, Technology, Healthcare, Cryptocurrency, Franchises, Startups

Certifications CPA, Xero

Years of Experience 25+

Dorrie is a University of Michigan graduate with over 25 years of experience in managing accounting and finance functions at various start-up and mid-sized companies ranging in industries from technology and biotech to Professional services and distribution. Dorrie also spent several years in public accounting in the audit department of Price Waterhouse. A driven and passionate individual in any endeavor, she has extensive experience in financial accounting, complex reconciliations, cash flow, budgeting, and all things accounting and operations. Her eye is always on the prize of improved operational analysis and profitability. With a strong entrepreneurial spirit, she enjoys working with companies in rapid growth stages and loves helping them tackle the issues that come as they grow. A self-professed ‘tech geek”, in her free time Dorrie enjoys all things technology, curling up with a good book and spending time with her family and two dogs in sunny California.
Kyndal Jones

Kyndal Jones

Aurora, CO

Controller

Industry Financial Accounting, Not-for-Profit, Franchise Accounting, Professional Services and Start-ups

Certifications QuickBooks Proadvisor, Xero Certified

Years of Experience 25

Kyndal is a University of Colorado graduate with over 25 years of accounting experience. She got her start managing the books at RE/MAX International and went on to work a vast array of businesses including a law firm, golf courses, Arabian horses, race tracks, and the Wildlife Art Museum, a non-profit. With her fantastic attention to detail, Kyndal loves looking at the big picture and breaking it into pieces. When she's not cleaning up a company's books or learning new types of businesses, you can find her spending time with her family, including her daughter and twin sons, enjoying the Colorado outdoors.
Ann M O’Dea

Ann M O’Dea

Greenville, SC

Controller

Industry Non-Profit, Professional Services, Distributors

Certifications CPA

Years of Experience 30+

Ann is a graduate of Clemson University where she received her bachelor’s in Accounting. Since starting her career at a CPA firm in Greenville, SC, she’s found joy in her work and being a part of her client’s success. An amazing listener and problem solver, she always takes the time to analyze situations and get to the root of the problem to determine the best solution and procedures moving forward. Ann has a strong belief in staying true to her word and embodies that in the way she always has the backs of others. When she’s not reconciling accounts, you can find her traveling, gardening, or of course, rooting for the Clemson Tigers.
Stephanie Vasquez

Stephanie Vasquez

Valencia, CA

Controller

Industry Non-Profit, Construction, Entertainment, Landscape Maintenance, Charter Schools, Aerospace, Technology, Start-Ups

Certifications MBA

Years of Experience 20+

A proud mother of two, Stephanie fell in love with accounting and finance after taking a few business classes in college. She got her start working on the leadership development program at Lockheed Martin Skunk Works and brings over 20 years of experience to Acuity. A driven and passionate hard worker, she performs best when faced with a challenge and the opportunity to figure things out, which explains her love for forensic accounting. She strongly believes in doing things right the first time and treating everyone the way she’d like to be treated. When she’s not busy handling reconciliations or financial statements, you can find her outdoors: running and working out, reading, or spending quality time with her family.
Josh Bennett

Josh Bennett

Atlanta, GA

Controller

Industry Finance, Broadcast Media, Software, Services, Forensic Accounting

Years of Experience 9

Josh Bennett is one of those rare things: A perfect mix. One part executive, one part Excel wizard, one part family man, and one part “sports nut,” Josh comes from a long line of entrepreneurs who gave him a practical understanding of how small businesses work. A self-professed technology and blockchain geek, he specializes in the professional services, packaging manufacturing, blockchain, financial technologies, asset management, property management, and cryptocurrency industries. When he's at work, he's committed to helping his clients succeed. When he’s not at work,  he’s practicing his X-Games skills or taking his family on a hike — his second love, after Excel Pivot Tables of course.
Julie Sapp

Julie Sapp

Atlanta, GA

Controller

Industry Software

Certifications Quickbooks and Xero Pro Advisor

Years of Experience 10

Julie has always worked in accounting and finance, beginning her a career at a small healthcare and wellness product company before moving on to larger businesses, including mid-sized software corporations in the energy management sector. By the time she joined the Acuity team, she had compiled experience in full cycle accounting from a number of industries, giving her unique insight into working with new clients and how establishing best practices can help them realize, define, and reach their goals. Always a fan of the new and upcoming tech, she enjoys geeking out about new apps (finance and otherwise) and utilizing them to find efficient process solutions that make work and life easier.
Mary Rountree

Mary Rountree

Atlanta, GA

Controller

Industry Healthcare, Technology, Service, Telecom

Years of Experience 29

A career finance and accounting specialist, Mary Rountree excels at small and medium sized companies where she can make significant contributions to a team’s overall success. With experience in full-cycle accounting and finance, as well as time spent working with a multitude of industries, she finds herself most valuable when building the foundations for a capable and successful management team. After many years on the road as a military brat — Izmir, Turkey is her favorite place to date — she now lives in Georgia with her husband and daughter, who is a competitive swimmer.
Lou H. Sims

Lou H. Sims

Asheville, NC

Controller

Industry Healthcare, Technology, Financial Services

Certifications QBO, Xero

Years of Experience 15

Based in the beautiful mountains of Asheville, NC, Lou is a graduate of Georgia State University with a BBA in Finance with experience as a professional consultant for both public and private companies. Her extensive knowledge in the healthcare, technology, and financial services sectors have armed her with a unique and diverse set of skills and qualifications, and she prides herself on her dedication and attention to detail. In her free time, she enjoys music and dancing, antiquing, spending time with friends and family, and traveling. A firm believer in being grateful and projecting a positive attitude in the office and out, she loves collaborating and providing useful, efficient solutions for her clients and their companies.

You’ll love having
a controller.

You have a finite amount of time and money, and our dedicated controllers are equipped to help you best manage it. More than delivering accurate monthly reports, a controller is an expert in accounting functions and acts as a watchdog for your finances, challenging your processes to be more efficient and in-tune with the core business.

At Acuity, our company controllers go even further to be the best financial analysts and strategy drivers in your business. They’ll be your essential advocates — helping you guide your company towards the best outcome.

What do controllers do?

Great question — and don’t feel dumb because we get that question every day. Controllers do a lot and often more than you realize. Here are just a few of the things an Acuity controller can do for you:

  • Accrual accounting
  • Budgeting and audit support
  • Complex financial reporting
  • Accounting system migrations
  • Implementation of financial processes
  • GAAP-based accounting
  • Oversight of staff accountants
  • Interface with your tax advisor
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