Hannah Lindqvist
Director, Client Accounting and Advisory
Hannah leads the outsourced accounting team: monthly close, projections, lender reporting and the finance function for companies that are not ready for a full-time controller.
01Outsourced accounting
A controller-level finance function, without the hire.
Monthly close, management reports, projections and lender packages for companies that have outgrown a bookkeeper and are not ready for a full-time controller. Led by Hannah Lindqvist on a fixed monthly fee.
Prefer to talk? (614) 555-0142
You are usually here because
| 01 | The books close six weeks after month end, if at all, and the numbers change every time you look at them. |
| 02 | The bank wants quarterly reports and a covenant calculation, and producing them takes your week. |
| 03 | You are two or three years from a sale and a buyer will want three years of clean, consistent statements. |
02Scope
What you get each month
| Number | Item | What it covers |
|---|---|---|
| 01 | The close | Books closed by the 15th business day, with reconciled bank, credit card, payroll and loan accounts. |
| 02 | Management reports | A short package: income statement against budget, balance sheet, cash and a one-page commentary written for an owner, not an accountant. |
| 03 | Lender reporting | Covenant calculations and the quarterly package your bank asks for, delivered before they ask. |
| 04 | Projections | A rolling 13-week cash forecast and an annual budget, updated as the year moves. |
| 05 | Tax readiness | Books that are ready for the return in January, and estimates calculated from real results. |
| 06 | A named director | Hannah leads the account and attends your monthly review. The same two people work your file every month. |
03How it runs
Who it fits
Companies between roughly $3M and $40M in revenue with a bookkeeper or office manager keeping the books, an owner doing the analysis at night, and decisions waiting on numbers that are not ready. Typically manufacturers, contractors, practices and professional firms.
It is not a bookkeeping service. We work with your bookkeeper, or provide one, and add the controller layer on top: close discipline, reporting, forecasting and the conversation with your bank.
04Specifics
How it connects to tax and audit
- Books closed monthly make the April return a confirmation, not a reconstruction, and make the October planning meeting useful.
- If an audit or review is in your future, clean monthly closes are the single biggest driver of a faster, cheaper engagement. The audit team is in the next office.
- For a sale, three years of consistent statements and a credible forecast are what a buyer's diligence team asks for first. We build them so they hold up.
05Who leads it
06Timeline
The first ninety days
Weeks 1 to 2
Assessment and letterWe look at the books, the systems and the reporting you need, and write a letter with the monthly fee and the close date we commit to.
Weeks 3 to 6
Catch-up and clean-upPrior months reconciled, chart of accounts simplified, recurring entries built. Priced separately and stated up front.
Month 2
First close on scheduleFirst month closed by the 15th business day with the management package and a review call.
Month 3
Forecast and bank packageThe 13-week cash forecast live and the first lender package delivered.
Ongoing
Monthly reviewThirty minutes with Hannah each month: what moved, why, and what to decide.
FAQBefore you call
Questions owners ask before they call
01Do we keep our bookkeeper?
In most cases, yes. We set the process, review their work and own the close. If you do not have one, or they leave, we provide the bookkeeping layer as well.
02Which accounting software do you work with?
QuickBooks Online and Desktop, Sage Intacct and NetSuite most often, plus the job-costing and practice-management systems that feed them. We do not require you to switch systems to work with us.
03How is the monthly fee set?
From the assessment: transaction volume, number of entities, reporting required and the state of the books. It is fixed in the letter and reviewed once a year, not when a busy month comes along.
04Is this the same as a fractional CFO?
It overlaps. We provide the controller function: close, reporting, forecasting and lender work. Strategic finance questions (pricing, financing, acquisitions) are handled with the partners as part of the engagement, scoped when they arise.
→Next step
Tell us when your books closed last month, and when you would like them to.
You will hear from a partner within 48 hours with a scope, a fee and a date.