ASCENT: CONTROLLER LEVEL SERVICES

Gain Elevation with Financial Clarity

Reaching new heights requires more than momentum, it takes structure, visibility, and reliable insight. Ascent controller-level services give you the financial foundation and oversight to manage complexity with confidence. From monthly closes to custom reporting, we help you navigate the climb with fewer surprises and more control.

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Stay Oriented, Equipped & Ready for What’s Next

As your business scales, expectations grow steeper. Ascent services move you beyond accounting into the terrain of financial leadership, so you are always ready for what’s around the bend.

Rigorous Monthly Close

Timely, accurate closes with reconciliations, accruals, and oversight that instill confidence in your numbers.

Custom Reporting That Drives Action

We tailor financial reports to your KPIs and leadership needs, giving you a clear understanding across departments, markets, and product lines.

Internal Controls & Best Practices

Prevent errors before they happen and ensure financial consistency across the board.

Team Oversight & Process Management

Our controllers can help prioritize, coach, and manage your internal accounting team so everyone stays in step.

Scaling up means seeing the Whole Trail

At the Ascent level, your business is gaining ground. But steady progress depends on strong footing and a big-picture view.

Trailhead Services

Ensures clean, reliable financial data flows in each month, covering everything from day-to-day transactions to essential financial management.

Summit Services

Offers strategic guidance and executive-level financial modeling to help you prepare for what’s next, whether that’s expansion, fundraising, or exit planning.

Time to Level Up Your Financial Visibility?

As your operation grows more complex, you can’t afford guesswork. If your company is experiencing any of these issues, it is time to bring us in. 

  • You need accurate reports to satisfy lenders, investors, or your leadership team.
  • Your current team is stretched thin or lacks technical oversight.
  • Month-end close drags on or produces numbers you don’t trust.
  • You’re juggling fragmented systems with no central source of truth.

Ascent bridges the gap between basic accounting and proactive financial leadership. We don’t just deliver reports, we help you understand what they mean and what to do next.

summit image with a backpacker walking on an upward trail that shows a branded maginfying glass and clear blue sky in the back ground

Why Work with Primetrics?

Because you need a partner that doesn’t just look back but helps you look ahead. Our controller-level professionals combine deep accounting knowledge with practical business insight, helping you make confident decisions and keep moving forward. With Primetrics, you gain a partner who’s just as invested in your success as you are.

FAQs

The month-end close involves reconciling bank accounts, posting journal entries, reviewing financial data, and preparing internal financial statements. It ensures accuracy, timeliness, and readiness for audits or tax filings. Businesses that close monthly are more agile in detecting errors and forecasting performance. The Primetrics Difference: This is a core service at Primetrics. We aim to close every business in 15 days so that the information is timely, and the company can react to anything found in the financials.

Document processes with checklists, automate routine entries, and use real-time reconciliation. Tools like task managers and accounting integrations can ensure that key steps aren’t missed and reduce manual work. The Primetrics Difference: The most important part is to have documented processes that detail how you will close each month. After you have those, focus on where the inefficiencies are. This is the key to having a quick close.

Focus on the Income Statement, Balance Sheet, and Cash Flow Statement. Also review A/R and A/P aging, budget-to-actual comparisons, and KPI dashboards to monitor financial health.

Reconcile all accounts monthly, implement segregation of duties, retain documentation, and use closing checklists. Periodic external reviews help ensure compliance and reduce risk of errors or fraud. 

Segregate approval and record-keeping functions. Use access controls in software, approval workflows for payments, and regular variance reviews. Implement fraud prevention measures as complexity increases. The Primetrics Difference: Follow the money; fraud is about stealing money from your company. Having an outside resource to monitor the core controls is an excellent step in the right direction.

Finalize month-end closes, verify account balances, accrue expenses, reconcile payroll and benefits, and organize documentation. Provide your CPA with a complete package including trial balances, supporting schedules, and tax forms. The Primetrics Difference: This can be quite a bit of work and is one of the frequent add-on services that we perform for clients.

Private companies are not required to follow GAAP unless specified by investors, lenders, or regulators. However, using GAAP or accrual accounting often improves financial clarity and external confidence. The Primetrics Difference: Because U.S. GAAP is complicated and can be costly to implement. Primetrics uses the Framework for Small and Medium-sized Entities (FRF-SME) businesses as a way to provide accrual accounting but not incur the costs of full-blown U.S. GAAP accounting. This is one of the tricks of the trade that we’ve learned over the years.

A Controller manages the accounting function and ensures accurate records. A CFO focuses on financial strategy, forecasting, and capital decisions. Controllers look backward at results; CFOs look forward to guiding growth.

Monthly statements allow for proactive decision-making and timely issue resolution. Quarterly reporting may suffice for low-transaction businesses, but monthly review is preferred for scaling companies.

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Climb with clarity

Let’s bring structure and visibility to your financials so you can ascend with purpose. Ascent services are built for businesses on the rise.


Send us a message today to start a conversation.