Outsourced Controller & Interim Advisory

Outsourced Controller services from Whitley Penn are designed to do more than fill a role—we become an extension of your leadership team. Our goal is to provide the financial clarity and strategic direction you need to make confident decisions, manage risk, and drive sustainable growth. From forecasting and budgeting to preparing for major transactions, we work alongside you to strengthen your financial foundation and unlock new opportunities. With Whitley Penn as your partner, you gain the insight and support necessary to navigate complexity and achieve your most ambitious goals.

 

Whitley Penn’s Outsourced Controller & Interim Advisory Services

Whitley Penn can provide an experienced fractional Controller to oversee your close process, perform financial analysis, budgeting, and forecasting, or help with other financial advisory projects such as:

Audit Preparation and Support

Facilitate audit planning and maintain compliance support.

IPO
Readiness

Support strategic initiatives for Initial Public Offering preparation.

SEC
Reporting

Prepare SEC reports with great accuracy and timeliness.

GAAP/IFRS Consulting

Ensure adherence to GAAP/IFRS in accounting and financial practices.

Technical Accounting

Advise on technical accounting for accurate reporting.

Management and Board Reporting

Deliver clear, data-driven reports for management and board decisions.

Controller/CFO Support

Provide an experienced fractional Controller to oversee your processes

Staff Augmentation

Deliver experienced staff to support critical business needs.

Why Whitley Penn?

We’re more than an outsourced solution—we’re your strategic partner. Whitley Penn works alongside your leadership team to deliver clarity, confidence, and results. Our collaborative, tailored approach helps you achieve your most ambitious goals.

If you need fractional controller services or a part-time controller, choose Whitley Penn for outsourced controllership that drives growth. From forecasting and budgeting to preparing for private equity or going public, we provide the financial leadership to keep your business moving forward.

Outsourced Controllers walking and talking in modern office

Meet the Team

Jake Morris

CAAS Partner

Justin Gross

CAAS Senior Manager

Our Latest Thinking

In today's rapidly evolving business landscape, staying ahead of the competition is crucial for companies to thrive. By engaging with Whitley Penn's thought leadership content, you can stay updated on the latest trends, best practices, and emerging technologies. This not only helps you make informed strategic decisions but also positions you as an industry leader in the eyes of your customers and stakeholders. Explore Whitley Penn's extensive collection of valuable resources and discover the ones that are specifically relevant to you.

We look forward to supporting you

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