Every business has a different starting point — and a different destination. Our services are designed to meet you where you are today and support where your business is heading. We work with clients remotely and securely, so you get professional financial leadership no matter where you’re based.
Financial clarity, without the full-time overhead.
Services
Monthly Financial Reviews (Core Service)
Your numbers reviewed, explained and put to work.
Our most popular service — a steady guide that helps you navigate your numbers with confidence. Each month we collaborate with you to:
Review and explain your financial statements
Highlight key trends, risks and opportunities
Share dashboards and scorecards tailored to your business
Compare actual results to budgets and forecasts
Answer questions and provide clear, actionable recommendations
The result: financials that aren’t just reports, but decision-making tools that keep your business on course.
Strategic Projects
Tailored solutions for unique challenges.
Not every business needs ongoing support. Sometimes what you need is focused expertise to move forward with confidence. We provide project-based advisory services such as:
Reviewing and improving your accounting technology stack
Designing financial workflows that increase efficiency, accuracy, and scalability (including AI-enabled tools)
Streamlining reporting and decision-making processes
Supporting transitions to new accounting or reporting software
Guiding startups on entity, accounting systems, and cash flow setup
These projects are designed to create clarity, reduce complexity, and position your business for the next stage of growth.
“As CEO, I often consulted with Karan on investment strategies, acquisitions, and tax issues.”
- James E. Coon, CEO Coon Brothers, Inc.
“Karan combines financial expertise with sound judgment and strategic insight.”
- Stephen Bennett, President, Trilogy Excursions
What Does “Fractional Controller / CFO” Mean?
In short: accurate numbers, meaningful insight, and a trusted guide to where your business is headed.
Fractional…
Expertise at the level you need, without a full-time hire.
Controller…
Focused on the past and present: accurate books, reliable reporting.
CFO…
Focused on the future: budgets, strategy, confident decisions
Why Choose a Fractional Controller / CFO?
Less overhead, more insight — expertise without a salary.
Clarity you can use — financials that empower, not overwhelm.
A partner you can trust — responsive, reliable, collaborative.
Room to grow — services that scale with your business.
Remote by design — secure, flexible support wherever your business takes you.
