Set up your financials without the overhead.
Fractional CFO services for small businesses. Monthly retainer or project-based pricing. We review, clean up, and advise.
What does a fractional controller actually do?
We take a look at your books the way a controller would — catching things that got mixed up, tidying your month-end close, and helping you build a few simple routines that are actually easy to stick with. From there, you get a clear, steady picture of your finances and some straightforward reports you can use to make decisions. All without piling on a full-time salary, benefits, or office overhead.
A desk, a whiteboard, and a financial strategist who knows small business inside out.
You don't need a big firm. You need one person who knows their stuff and shows up consistently. That's what you get here.
Jenny Potter, CPA
I didn't set out to build systems. I just couldn't leave broken ones alone. When I was first hired as an accounting manager, I inherited software nobody had fully figured out and processes that worked well enough until they didn't. So I taught myself the platform, rebuilt the workflows, and documented everything. By the time I was promoted to controller, we didn't need to backfill my old role. The systems I built did the work instead. That's when I realized something: most financial problems aren't really accounting problems. They're systems problems wearing an accounting costume. I've spent 15+ years inside businesses as a controller, a solution architect, and a practice builder - partnering with CEOs and CFOs, designing internal controls, building accounting teams from the ground up. I've sat across from business owners who were profitable on paper but couldn't tell you why they were always short on cash. I've watched talented people work until midnight on paperwork that better processes would have eliminated by noon. What I've learned is that most small business owners don't need more hustle. They need to actually know their numbers - their real margins, their cash timing, where the money is going and why. And they need systems that surface that information without requiring them to live inside a spreadsheet. That's what I build. Not just clean books, but the processes and visibility that let you run your business instead of your business running you. If you're a small service business owner who's tired of flying blind on the financial side, I'd love to talk. Jenny Potter, CPA Founder, Potter Advisory Group
Technical Skills That Drive Real Results
Certified Public Accountant (Wisconsin) QuickBooks Online Certified Salesforce and Certinia (FinancialForce) Certified Solution architecture and systems design Internal controls design and documentation Accounting practice buildout and team development
Answers about our monthly and project-based work
Quick answers to the questions we hear most. If yours isn't here, just reach out.