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RecBooks365
Fractional & Interim Controller Services

 

Operational Financial Leadership Services for Growth-Stage and Mid-Sized Companies ($10M - $350M Rev P/A)

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When You Need Financial Leadership

That Scales With You

When you're stabilizing operations, RecBooks365 provides flexible controller-to-CFO support for companies ready to regain control and grow. We custom-fit financial leadership for growing companies that need real control, not just reports.​

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Financial Transformation Leadership

We think outside the box. Instead of the traditional finance response of “no,” we ask, "Have you considered approaching it this way?"

M&A Integration Support

- Operational Alignment

- Reporting (Including ASC805)

- Consolidation

- Asset Acquisition

 - Stock-Acquisition

- Carve-Outs

Financial Operations Framework

- Month End Close

​- Working Capital

- Key Metrics Development

- Multi-Industry

- Data Reliability

- Build & Document

Tech Integration Services

- ERP Selection & Implementation

- Financial Reporting

- Management Reporting

- Artificial Intelligence

- Data Integration

Executive Partnership

- Strategy Development

- Growth Planning

- Talent Development​

- Fortune 100 Best Practices

- Board-Level Reporting

- Risk Management

Fractional & Interim Finance Support

- CFO to Controller Focus​

- Scale-Up, Scale-Down

- Hybrid

- Global Capabilities

- Operations-Focused

- Transition Planning​

Control & Operations

Leadership & Growth

Common Pain Points

We've Identified With Our Clients

Lack Of Financial Clarity

As a business owner, it may feel like you're operating in the dark, often confused on how your cash is flowing

Pressure from Stakeholders

Shareholders and board members are requiring performance updates, but you don't have clear numbers

Disconnect Between Revenue and Cash

Revenues look good and you see profit on the P&L report, but cash flow issues keep surprising you

Unhelpful Accounting Reports

Despite numerous requests, your accounting team is unable to provide actionable details beyond basic expenses and customer invoicing

Rising

Costs

With inventory and labor costs rising, you need to know whether your margins can absorb these increases without compromising your bottom line

Pricing

Confusion

You have many ongoing projects and find it difficult to allocate costs and so it's difficult to know if you are correctly pricing a job or a project

Let’s Build Your Solution

We'll Match Your Workflow​

Our focus is professional service firms, manufacturing companies, and other companies that have complex accounting needs and operations.

 

We've worked with most popular accounting/ERP softwares and are fluent across several software and tech applications including NetSuite, JD Edwards, SAP, AS400, and more. Our skillset allows us to adapt with your existing operations to cater towards your comfort and ease-of-mind.

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We incorporate our knowledge into your daily processes, allowing us to custom-fit our work towards most industries and growing companies without you having to switch any existing frameworks.​

Why Companies Choose RecBooks365

Our team collaborates with your internal talent to support your innovation goals while keeping long-term value creation at the forefront of our efforts. This philosophy drives how we deliver industry-specific financial leadership for professional service and manufacturing companies in the complex middle market.

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We provide the rare combination of operational understanding and financial expertise—connecting the numbers to business realities while building scalable financial infrastructure that supports your growth trajectory.

RecBooks365

Bookkeeping Firm

Fractional CFO Firm

Full-Time

Controller/CFO

*Ranking based on 1-3 stars

DEPTH OF KNOWLEDGE 

COLLABORATION/

TEAM ORIENTED

TALENT DEVELOPMENT

OPERATIONAL PROFICIENCY

FUTURE-FOCUSED

DATA FLUENT

TECH-SYSTEMS FLUENCY

GAAP/ACCRUAL ACCOUNTING

DYNAMIC REPORTING

(BOARD/INVESTOR/MANAGEMENT)

M&A INTEGRATION

COMPLEX COST ACCOUNTING

INTERNATIONAL/

MULTI-ENTITY

- Edward C., Managing Partner & Lead Practitioner

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"I've seen it first-hand, where leaders and owners of companies are lost when the momentum of their growth journey starts to pick up, and they can't rely on previous partners and non-existent processes. It comes to a point, as they hobble along this road, detrimental roadblocks start to appear and stepping over them gets gradually harder until they finally have to do something about it."​

Client Testimonial, Chief of Staff in Healthcare Services

"Edward is exceptionally well-suited for companies scaling quickly — especially those that need to build or rebuild financial operations from the ground up. He wears multiple hats with ease: CFO, controller, business analyst, and financial systems architect. Whether it’s establishing financial processes, designing reporting infrastructure, or aligning budgets with strategic goals, he delivers with precision and flexibility"
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