Hey guys, I’m Jose, the Controller here at Bette Hochberger, CPA, CGMA. When businesses start growing, so do their financial needs. That’s when many realize it’s time to bring in more than just a bookkeeper—it’s time for a controller. But what exactly does a controller do, and how is that different from someone handling day-to-day bookkeeping?

Let’s break it down.

Controller vs. Bookkeeper: What’s the Difference?

A bookkeeper focuses on recording transactions—things like entering invoices, tracking expenses, and reconciling accounts. They keep the books clean and accurate, which is essential. But they typically don’t provide deeper insights or financial strategy.

A controller, on the other hand, takes the financial data and turns it into useful information. They analyze the numbers, oversee accounting policies, manage month-end close, and help business owners understand their financial position. Think of them as the bridge between the bookkeeper and the CFO.

So while a bookkeeper answers the question, “What happened last month?”, a controller answers, “What do these numbers mean, and what should we do next?”

What Does a Controller Do?

A controller wears many hats depending on the size of your business. Here are some common responsibilities:

  • Reviewing financial statements and ensuring accuracy
  • Implementing internal controls
  • Managing budgets and forecasts
  • Preparing for audits
  • Supporting tax strategy and compliance
  • Overseeing bookkeeping staff or outsourced accounting teams

If your financial reports don’t seem helpful or you’re not confident in your numbers, they can make a big difference.

Who Needs a Controller?

If your business has grown to the point where you’re making decisions without fully understanding the financial impact, it’s probably time for a controller. They’re ideal for companies in that middle stage—too big for just a bookkeeper, not quite ready for a full-time CFO.

Many businesses work with fractional controllers—outsourced professionals who provide controller-level expertise without the cost of a full-time hire.

Bringing on a controller is a smart move when you want more than just clean books. They help you understand your financial health, avoid surprises, and make smarter business decisions. And remember—they’re not just a glorified bookkeeper. They’re a key player in taking your business finances to the next level.

Thanks for ready, and I’ll see you all soon!