Controller and CFO Services for The Set Businesses
Controller and CFO services for businesses in The Set, Delray Beach. Financial leadership for growing ventures in this revitalizing historic district.
Financial Leadership for The Set
The Set has a history that goes back generations. What was once called “The Settlement” is now a neighborhood experiencing real growth. New restaurants have opened alongside longtime businesses. Retail and service companies are setting up in spaces that sat empty for years. The energy is there, and so is the financial complexity that comes with building something in a revitalizing area.
We provide controller and CFO services for businesses in The Set that have grown beyond basic bookkeeping. If you have staff handling the day-to-day numbers but need someone to ensure the financials are actually right, that’s what we do. Monthly review, proper close procedures, and financial statements you can trust.
Controller Oversight
Controller Oversight
Review and correction of your bookkeeper’s work. Adjusting entries, reconciliation verification, and proper month-end close. Your books get professional oversight without hiring a full-time controller.
CFO Advisory
CFO Advisory
Strategic financial guidance for businesses ready to scale. Cash flow planning, forecasting, and scenario modeling. The kind of thinking that helps you make decisions with confidence instead of guesswork.
Financial Cleanup
Financial Cleanup
If your records have fallen behind or contain errors from previous bookkeepers, we restore them to a clean, reconciled state. Corrected balance sheets and income statements you can actually rely on.
Tax Planning
Tax Planning
Proactive tax strategy throughout the year, not just at filing time. We work with your CPA to ensure your structure and approach minimize what you owe legally.
Growing Businesses in The Set
The Set isn’t just redeveloping. It’s becoming a destination. Restaurants and food concepts have put the neighborhood on the map for people who never would have visited five years ago. Retail and service businesses are following. That growth brings opportunity and it brings financial complexity.
We work with businesses in The Set that have moved past survival mode. You’ve built something real. Now you need financial leadership to match. A Boca Raton fractional CFO who understands what it takes to grow in this market and can help you make the right calls.
Restaurants and Hospitality
Restaurants and Hospitality
The Set’s food scene has become a draw for all of Delray Beach. We work with restaurant owners who need more than someone categorizing transactions. Labor cost analysis, food cost tracking, and financials that show whether growth is actually profitable.
Retail and Local Shops
Retail and Local Shops
Boutiques, galleries, specialty stores. Inventory management, seasonal cash flow planning, and financial reporting that helps you understand what’s selling and what’s sitting.
Professional Services
Professional Services
Consultants, agencies, and professional firms establishing a presence in The Set. Client profitability analysis, capacity planning, and the financial foundation for sustainable growth.
Service Businesses
Service Businesses
Salons, wellness providers, creative services. Worker classification done correctly, commission tracking, and financials that reflect the real economics of your business model.
Common Questions
What types of businesses do you work with in The Set?
Restaurants, retail shops, professional services, and service businesses that have grown past the startup phase. We work with established companies doing roughly $500K to $5M in revenue that need controller or CFO-level support.
Do you handle day-to-day bookkeeping?
No. We provide controller oversight and CFO advisory services. If you have internal bookkeeping staff or an outside bookkeeper, we review their work, make corrections, and ensure your financials are accurate. We don't do the daily transaction entry ourselves.
What's the difference between bookkeeping and controller services?
Bookkeeping is recording transactions. Controller services involve reviewing that work for accuracy, making adjusting entries, closing the books properly, and producing reliable financial statements. It's oversight and quality control for your accounting function.
How much do your services cost?
Controller services start at $3,200 per month. CFO advisory is custom-priced based on scope. These are premium services for businesses that have outgrown basic bookkeeping and need real financial leadership.
Are you located in The Set?
We're based in Boca Raton, about 15 minutes south. We work with businesses throughout Delray Beach and Palm Beach County, meeting in person when needed and handling ongoing work remotely.
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