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What's the difference between a bookkeeper, an accountant, and a CPA? And do I actually need a CPA?

How do I know if my books are actually as bad as I think they are?

What does a fractional controller actually do?

A fractional controller is the financial leadership role that lives between a bookkeeper and a CFO. We’re not just keeping your books current. We’re making sure your close process is tight, your reporting is accurate, your internal controls make sense so that your money is protected and your risk is appropriately managed, and your financials tell you something useful every month. For a creative agency at the $500K to $5M revenue stage, that usually looks like: monthly financial review calls, accurate P&L and balance sheet reporting, cash flow awareness, and someone who can look at a situation and say ‘here’s what this number actually means for your business.’ The fractional piece means you get that level of financial leadership without the cost of a full-time hire.

How do you charge?

What's included and what costs extra?

Is this worth the cost when my business is this size?

That depends on what your current setup is costing you. If you’re making decisions based on numbers you don’t fully trust, if you’ve ever been surprised by your tax bill, if you don’t know your actual profit margin off the top of your head, or if you have investors or lenders watching your books, the cost of not having clean financials is almost always higher than the cost of getting them right. We’ve had clients realize they were overstating their revenue. Others found out their profit margin was half what they thought. One had months of unrecorded bank activity going into a meeting with a lender. These are not hypotheticals. They’re what we find when we look under the hood. The question isn’t whether you can afford this. It’s what it’s been costing you not to have it.

Do I have to sign a long-term contract?

No. Recurring engagements are month-to-month with 30 days written notice to end. We don’t lock clients into long contracts because we’d rather earn the relationship every month than hold anyone to something that isn’t working. That said, the work does compound over time. The longer we’re in your books, the more useful we become, because we know the history and we can spot things that don’t fit.

Have you worked with businesses like mine?

Yes. Our sweet spot is women-led professional services firms doing $500K to $10M in revenue. We understand the revenue model, the project-based cash flow patterns, the contractor complexity, and the way creative agencies tend to grow faster than their back office can keep up. We also bring Big Four experience, which means we’ve worked with the full range of complexity. We built a practice specifically for this kind of client because it’s the work we find genuinely interesting.

How long will a cleanup take?

That depends on what we find in the assessment. We don’t quote cleanup work without looking first, because quoting a cleanup blind is how you end up either overcharging a client for something simple or underpricing a mess that turns into six months of work. After the assessment, we’ll give you a clear scope: what needs to be fixed, in what order, and what it will cost. Then you decide whether to move forward.

Will you do my taxes too?

No. We aren’t tax preparers, and we don’t want to be. What we do is keep your books clean enough that your tax preparer can do their job without scrambling. The two functions work best when they’re separate. If you need a referral to a good CPA or tax attorney, we’re happy to connect you. And if you have an existing tax relationship, we’ll work closely with them.

Who am I actually working with? Will you hand me off to someone else?

You’ll never be handed off to someone you’ve never met. Every SteadyHand client has a direct relationship with our leadership team. We oversee your engagement, lead your monthly calls, and stay close enough to your books to give you real advisory, not just a report. Our team supports the work behind the scenes, but the relationship and the accountability are ours.

What happens if I need to ask you something between calls?

Email is the best way to reach us between scheduled calls. We’re responsive, and we take client questions seriously. If something is time-sensitive, say so and we’ll prioritize it. What we don’t do is unlimited real-time availability outside of our scheduled work. That’s not sustainable for us, and it’s not what you’re paying for. What you are paying for is a team that knows your business well enough to answer your questions meaningfully when you ask them.

What if you find something really bad?

It happens. We’ve found months of unrecorded transactions, buy-sell transactions that were never closed, revenue being recorded that wasn’t revenue yet, and books that were technically ‘reconciled’ but had never actually been reconciled. Finding something bad is not a reason to panic. It’s a reason to fix it. Our job is to tell you clearly what we found, what it means, and what we do about it. Not to make you feel terrible about how things got here. Most of our clients got into this situation because they were busy building a business. That’s not negligence. That’s what growing looks like.

Am I going to be judged for how messy this is?

No. We’ve seen it all. A mess doesn’t tell us you’re bad at running your business. It usually tells us you’ve been putting your energy where it needed to go, which is into your clients and your team, and your books didn’t get the same attention. We’re not here to make you feel bad about where things are. We’re here to fix it and make sure you understand what you’re looking at going forward.

Will you try to upsell me into things I don't need?

No. We take on clients we can actually help, and we quote what the work actually requires. We’re not going to push you into a higher service tier because it’s better for our revenue. We’ll be honest with you if something is outside our scope and you need a different kind of help. We’d rather send you to the right person than keep you in an engagement that isn’t serving you. The right fit is better for both of us. If we’re not a match, we’ll tell you that too.

Who is NOT the right fit for you?

  • Clients who need pure data entry at $400/month.
  • Businesses in early startup phase with no real revenue.
  • Anyone looking for just a bookkeeper, not a financial partner.

If you’re not sure which category you’re in, the assessment will tell us both.