Is It Time to Hire a Controller?

Educational Video

Hi everyone! I’m Jose, the Controller here at Bette Hochberger, CPA, CGMA. As your business grows, so do your financial responsibilities—and it might be time to level up from a bookkeeper to a controller. But how do you know when that moment arrives?

A bookkeeper handles the day-to-day: recording transactions, reconciling accounts, and organizing receipts. But once your business finances get more complex, you’ll need someone who can do more than just keep things tidy. That’s where a controller comes in.

A controller is your financial right hand. They don’t just organize numbers—they interpret them. Controllers provide financial insights, create internal controls, manage budgets, oversee month-end closings, and ensure accuracy in your financial reports. They bridge the gap between bookkeeping and high-level strategy.

So when should you bring one on?

If your business is growing rapidly, and you’re struggling to make sense of your financial data, that’s a sign. Maybe your reports are consistently late or error-prone. Maybe you’re making decisions based on gut instinct instead of solid financial information. Or maybe you’re finding it harder to keep up with compliance, audits, or preparing for a loan or investor pitch. These are all moments where a controller can step in and provide clarity and structure.

You should also consider hiring a controller if you’re planning to scale. Whether it’s launching new products, expanding locations, or hiring a bigger team—those decisions require reliable financial data and forward-thinking insights. A controller helps you make confident, informed choices.

Not quite ready for a full-time hire? That’s okay. Fractional or outsourced controllers are a great option for growing businesses that need expertise without the cost of a full-time salary.

Think of a controller as an investment in your business’s financial future. They take your financial data beyond spreadsheets and turn it into a roadmap for smarter growth. If you’re ready for better visibility, stronger systems, and more confident decision-making—it might be time.

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