FRACTIONAL CONTROLLER SERVICES IN VICTORIA, BC

The Financial Guidance Every Growing Business Needs

Get expert leadership to fuel your financial journey, on your terms, without the cost or commitment of a full-time hire.

Line graph and pie chart illustrating financial growth

Navigate Financial Complexity with Clarity

As your business grows, so do your complexities. You need a trusted partner who can provide insightful analysis, strategic planning, and strong leadership to guide your financial future. Citadel Point’s Fractional Controller delivers the insight, oversight, and guidance you need to unlock your business’s full potential.

What You Get with a Citadel Point Controller

Financial Reporting

Go Beyond the Numbers for a Clear Picture of Your Financial Health

Accurate & timely reporting

Receive clear and accurate monthly, quarterly, and annual financial reports (income statements, balance sheets, cash flow statements).

In-depth analysis

Identify financial trends and guide strategic decisions on cost savings, investments, and risk management.

Regular compliance checks

Align financial reporting with the latest regulations to minimize risks.

Financial reporting software displaying income statement and charts on computer monitor

Financial Planning

Build a Roadmap that Future-Proofs Your Business

Strategic financial roadmap

Develop a tailored financial roadmap and budget that support your goals.

Cash flow optimization

Maximize cash flow with targeted cost analysis and revenue optimization.

Forescasting

Analyze historical data and market trends to guide decisions and plan for the future.

Woman creating financial plan on wall with colourful sticky notes

Financial Leadership

Strengthen Your Accounting Function with Expert Oversight

Executive decision support

Arm your executive team with actionable insights to support decision-making.

Robust governance

Implement strong internal controls to protect financial data, reduce fraud, and meet compliance requirements.

Team management

Get the best out of your team with one-on-one guidance and professional development support.

A team putting together the pieces of a puzzle to signify teamwork and leadership

Our Fractional Controller Service at a Glance

Month-end close

Achieve timely and accurate financial insights every month.

Tax compliance

Navigate the complexities of tax regulations for improved compliance.

Year-end reporting

Consolidate your annual financials, setting a clear path for the year ahead.

Hiring & Training

Build a skilled finance team by hiring the right talent and giving them the tools to succeed.

Cash flow forecasting

Understand your cash dynamics to maintain operational liquidity and support strategic investments.

Budget development

Create a budget that aligns with financial goals, ensuring resources are optimally allocated for growth.

Control implementation

Maintain the integrity of your operations with strong internal controls and monitoring.

Team management

Lead your accounting operations with excellence, ensuring accuracy, efficiency, and alignment with business goals.

Audit support

Streamline your audit process and ensure preparedness.

What Sets Citadel Point Apart?

Discover why Victoria businesses choose Citadel Point for their accounting needs.

CPA-led guidance

With a Chartered Professional Accountant (CPA), you're not just getting numbers; you're getting expert financial guidance backed by rigorous professional standards.​

Rooted in Victoria, BC

Unlike the trend of outsourcing accounting overseas, we provide local, personalized support from our home base in Victoria, BC.

One-on-one support

Gain a trusted accounting partner who understands your unique goals and provides personalized support every step of the way.

Maximum value

Get the value that comes with a financial expert by your side without the cost or commitment of a full time hire.

Melanie Troyer, Accounting Principal at Citadel Point

Melanie Troyer

Principal, Accounting

Get in touch: 

3 Steps to Working Together

Begin your journey by scheduling a free 30-minute  consultation with Melanie to discuss your needs, challenges, and goals. This initial step is about understanding your current situation and defining your objectives, setting the stage for a personalized plan.

Scheduling Calendar with plant

Following our initial discussion, Melanie will develop plan tailored specifically for you. This plan will detail the steps and strategies we propose to help achieve your objectives.

Timeline to signify financial roadmap

Before committing to a longer-term partnership, we’ll begin with a trial engagement so you can be confident we’re the right fit for your business. During this period, we’ll put our strategies into action and demonstrate the value we bring.

Bar graph with an upward motion arrow to signify growth

Featured Insight

Controller vs. Bookkeeper: Which one is right for you?

Ready to Take Control of Your Finances?

FAQs

Do you have a question that we haven’t answered? Please get in touch and we’ll happily provide the information you’re looking for.

We offer flexible packages tailored to your specific needs and desired level of support. To ensure you get the expertise you need at a price that fits your budget, schedule a free consultation to discuss your goals and requirements.

To provide the most cost-effective and flexible solution, we offer a variety of fee structures, including hourly rates, monthly retainers, or project-based fees.

We believe in a collaborative approach to ensure your financial operations run smoothly. We’ll work closely with your existing accounting team, providing strategic guidance, leadership, and supplementing their expertise. Our goal is to empower your team and create a seamless workflow that benefits your entire organization.

Yes, absolutely. As CPAs, we uphold the highest accounting standards. You can trust that all financial reports we prepare will adhere to Generally Accepted Accounting Principles (GAAP), ensuring accuracy, transparency, and compliance.

A fractional controller offers several benefits:

  • Cost-Effectiveness: Access senior-level financial expertise without the overhead costs associated with a full-time employee.
  • Flexibility: Scale your level of support up or down as your business needs change.
  • Specialized Expertise: Benefit from specialized skills and experience that may not be available in-house.
  • Objectivity: Gain an unbiased perspective and fresh insights to drive better decision-making.

Yes, we’re based in Victoria, BC, and are proud to serve businesses in our community. We offer in-person or virtual support for Victoria-based clients.

We provide in-person services for Victoria-based businesses and virtual services across Canada. This allows us to support your business regardless of location.

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