Enterprise-Grade Controls for Scaling Operations.
As operations scale, businesses need stronger internal controls to prevent inventory leaks, unauthorized spend, and GAAP non-compliance. Our controller team implements the guardrails that protect every dollar.
Controllership & Internal Controls
Growth introduces risk. More transactions, more vendors, more people touching the books—and more places for error, leakage, and fraud to hide. Aegis controllership installs the segregation of duties, approval matrices, and accounting rigor that let you scale without losing control of the financials.
The Problem We Solve
Scaling companies routinely outgrow their financial controls. A single person posts and approves transactions. Inventory and COGS are estimated, not tracked. Revenue recognition drifts from GAAP. These gaps don't just create audit risk—they create real dollar leakage and, in the worst cases, undetected fraud.
The Aegis Approach
Our controller team designs and operates the internal control environment your scale demands: segregation of duties, authorization matrices, inventory accounting, and revenue recognition under ASC 606. We also prepare the clean workpapers your external CPA needs, so audits become routine instead of painful.
Key Deliverables & Capabilities
Segregation of Financial Duties & Authorization Matrices
Clear separation of who initiates, approves, and records transactions so no single person controls a process end-to-end—the cornerstone of fraud prevention.
Inventory Accounting & Cost of Goods Sold (COGS) Auditing
Accurate inventory valuation and COGS tracking that exposes shrinkage, margin erosion, and costing errors before they compound.
Pre-Audit Workpaper Preparation for External CPAs
Clean, organized workpapers and schedules that let your external auditor move efficiently—reducing audit fees and the disruption audits cause.
SaaS Revenue Recognition (ASC 606 Compliance)
Defensible, contract-based revenue recognition that complies with ASC 606 so subscription and multi-element arrangements are booked correctly each period.
Vendor Contract Financial Review
Financial review of vendor agreements to catch unfavorable terms, auto-renewals, and pricing leakage before they bind the company.
Internal Fraud Prevention Policies
Documented policies, approval thresholds, and monitoring routines that deter and detect fraud before it becomes material.
Our Four-Step Process
Control Environment Assessment
We assess your current controls, segregation of duties, and accounting processes to map gaps and exposure points.
Control Design & Documentation
We design authorization matrices, approval thresholds, and accounting policies, then document them so they're operable and auditable.
Implementation & Monitoring
We stand up the controls in your daily operations and monitor compliance so the environment holds as you scale.
Audit Readiness
We prepare workpapers and schedules so external audits run smoothly and at lower cost, year after year.
Built for Clients Like These
This practice is designed for organizations and individuals where it can deliver meaningful, measurable impact. If any of these describe you, let's talk.
"After a painful first audit, we brought in Aegis controllership. The next year, audit fees dropped 40% and fieldwork took half the time. The control environment they built is now a competitive advantage."
Questions About Controllership
Retainer or project-based engagement
Every engagement begins with a complimentary diagnostic. We'll review your current position and tell you honestly whether this practice is the right fit—before any commitment.
Clients & Businesses We Work With
A selective roster of mid-market enterprises and high-net-worth families under the Aegis shield.