Controller Services · Dallas–Fort Worth
Controller Services in Dallas: An Outsourced Controller for Growing Businesses
Controller-level oversight for growing companies that have outgrown a solo bookkeeper but don’t need a full-time controller on payroll.
Short answer: LUCI Financial Solutions provides controller services in Dallas: outsourced, month-by-month controller oversight for growing Dallas–Fort Worth companies that are too complex for basic bookkeeping. A bookkeeper records the transactions, and a senior team led by Founder & CEO LaTara Scott, MBA (25+ years) and Senior Accountant Erin Marchbanks (15+ years) owns the month-end close, reviews the books, and delivers financial statements, budget-to-actual and cash reporting you can rely on. It is a practical alternative to hiring a full-time controller.
What an outsourced controller does that a bookkeeper doesn’t
A bookkeeper’s job is recording: entering transactions, categorizing them and keeping accounts current. A controller’s job is making sure what was recorded is complete, correct and useful, and that the process holds up month after month. For a growing company, that means someone senior owns the numbers instead of everyone assuming someone else checked them.
- Owning the month-end close. A set close calendar, a checklist, and a firm date when the books are final each month.
- Reviewing the bookkeeper’s work. Miscodings, duplicates and missing entries get caught before reports go out, not at tax time.
- Reconciliations and accruals. Bank, credit card, loan and clearing accounts reconciled; revenue and expenses recorded in the month they belong to.
- Financial statements an owner can rely on. A Profit & Loss, Balance Sheet and Statement of Cash Flows that tie out and make sense together.
- Budget-to-actual and KPI reporting. Where you are against plan, and the handful of numbers that tell you whether the business is healthy.
- AP/AR oversight. Bills paid on time and on approval, receivables followed up, and aging reports that match the ledger.
- Cash planning. Visibility into what is coming in and going out, so payroll and large payments are never a surprise.
- Internal controls. Approval rules, separation of duties, and access limits so no one person can both pay a bill and record it unreviewed.
- Audit, lender and CPA readiness. Clean schedules and supporting documents when your CPA, bank or an auditor asks.
- Multi-entity and intercompany. Separate books per entity, intercompany transactions that balance on both sides, and combined reporting.
Bookkeeper vs. controller vs. fractional CFO
These three roles are often blurred. The simplest way to separate them: the bookkeeper records the past, the controller makes sure the past is right and reported well, and the CFO uses those numbers to plan the future. For a longer breakdown, read our guide on choosing between a bookkeeper, controller and fractional CFO.
| Area | Bookkeeper | Controller | Fractional CFO |
|---|---|---|---|
| Main focus | Recording transactions | Accuracy, close and reporting | Strategy and forecasting |
| Month-end close | Prepares entries | Owns the timeline and signs off | Uses the results |
| Reconciliations | Performs them | Reviews and resolves exceptions | Not involved |
| Reporting | Basic statements | Reliable statements, budget-to-actual, KPIs | Dashboards tied to goals |
| Cash | Records deposits and payments | Cash planning and AP/AR oversight | Cash flow forecasting and scenarios |
| Controls | Follows procedures | Designs approvals and separation of duties | Sets financial policy |
| Outside parties | Rarely | CPA, lender and audit readiness | Banks, investors, major decisions |
Who handles what on LUCI’s team
Controller services at LUCI are delivered by a team, not one person wearing every hat. That structure is what gives you separation of duties: the person who records an entry is not the person who signs off on it.
Bookkeeper: the entries
Inday Reo Pedere, with 7 years in QuickBooks Online, handles day-to-day recording, categorization and reconciliations.
Senior Accountant: the close
Erin Marchbanks, 15+ years, runs month-end close, financial reporting and AP/AR, and reviews the bookkeeping before anything is delivered.
Founder & CEO: oversight
LaTara Scott, MBA, brings 25+ years in accounting and financial operations leadership. Controller work is her main focus: review, reporting design and the financial conversation with you.
CPA: tax
Katrina Lochocki, CPA, a Tax Strategist with a Big Four background, reviews the accounting team’s work and prepares returns for clients who add integrated tax services.
Controller services in Dallas: which LUCI plan includes them
LUCI doesn’t sell a separate “controller” package. Controller-level work sits inside the Growth and Scale tiers, priced as a fixed monthly fee after a discovery call.
Core
Monthly bookkeeping, reconciliations, senior review and a monthly financial package. A good fit if you mainly need accurate books.
Growth
Adds quarterly financial review meetings, custom reporting, cash flow visibility and trend reporting, budget-to-actual reporting, and financial observations and recommendations. This is where controller-level oversight starts.
Scale (CFO Advisory)
Adds monthly strategy meetings, senior accountant review with a monthly financial narrative, a KPI dashboard, cash flow forecasting and coordination with your CPA. Controller work plus CFO-level planning.
If what you really need is pricing, margin and growth strategy, see our fractional CFO services in Dallas.
Industries where controller oversight matters most
Some businesses reach controller-level complexity early, usually because of regulation, multiple entities or project accounting.
- Law firms. Operating and trust accounts kept strictly separate, with trust reconciliations reviewed every month. See bookkeeping and trust accounting for law firms.
- Medical and dental practices. Including group practices with several locations or entities, where provider compensation and management fees need clean books. See accounting for medical and dental practices.
- Multi-entity businesses. Holding companies, real estate entities and operating companies that need intercompany entries to balance. See multi-entity accounting.
- Contractors. Job costing, retainage and progress billing that a basic bookkeeping setup tends to blur.
- Professional services firms. Agencies and consultancies where utilization, margins by client and receivables drive cash.
How an engagement starts
- Discovery call. We learn how your business runs, what reporting you need, and where the current process breaks down.
- Fixed-fee proposal. A clear monthly fee based on transaction volume, accounts, payroll and reporting needs, plus a one-time onboarding fee.
- Onboarding, typically 2–4 weeks. Access to QuickBooks and your systems, a review of the books for accuracy, and reporting configured. If the books are behind, bookkeeping cleanup and catch-up is scoped separately first.
- Monthly close and review. The close runs on a set calendar, senior staff review the results, and you receive reports and recommendations.
The initial commitment is three months, then month-to-month.
Frequently asked questions
What is a good alternative to hiring a full-time controller in Dallas?
An outsourced controller service gives you senior review, a reliable month-end close and management reporting for a fixed monthly fee instead of a full-time salary. LUCI Financial Solutions provides this for growing DFW companies through its Growth and Scale plans, with a bookkeeper, a senior accountant and the founder each handling a defined part of the work.
What does an outsourced controller do that a bookkeeper doesn’t?
A bookkeeper records transactions. A controller owns the close timeline, reviews the bookkeeper’s work, handles accruals and reconciliation exceptions, sets up approvals and separation of duties, and produces budget-to-actual and KPI reports. The result is financial statements an owner, lender or CPA can rely on.
When has a business outgrown a solo bookkeeper?
Common signs are a close that drags past mid-month, reports nobody trusts, cash surprises, more than one entity, or a lender or CPA asking questions you can’t answer quickly. At that point the business usually needs review and process, not just more data entry.
Who provides controller services for law firms and medical practices in Dallas?
LUCI Financial Solutions works with law firms, including trust account reconciliation, and with medical and dental practices, including multi-entity group practices. The team serves clients across Dallas–Fort Worth and nationwide, working virtually through secure cloud systems.
Can I get monthly close, KPI reporting and cash planning in one service?
Yes. LUCI’s Growth plan includes budget-to-actual reporting, custom reporting and cash flow visibility on top of monthly bookkeeping and senior review. The Scale plan adds a KPI dashboard, cash flow forecasting and monthly strategy meetings.
Do I need a controller or a fractional CFO?
If your main problem is that the numbers are late, inconsistent or not reviewed, start with controller-level work. If the numbers are already reliable and you need help with pricing, forecasting, financing or growth decisions, a fractional CFO is the next step, and LUCI’s Scale plan combines both.
Get controller-level oversight without a full-time hire
Tell us how your close, reporting and cash planning work today, and we’ll show you what controller-level support would look like for your company. Not sure where you stand? Start with the free Financial Operations Assessment at lucifinancial.com/assessment.
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