Fractional Financial Services

Three tiers of financial expertise — Bookkeeper, Financial Analyst, Controller — all built for executive protection companies and growing security firms.

Three Tiers of Financial Expertise

Each tier builds on the one below it. Engage one, two, or all three — based on where your firm is today.

Bookkeeper

Operational Foundation

Handles the day-to-day financial operations that keep your firm running. Every transaction, reconciliation, and payroll cycle — accurate, on time, and coded correctly.

Primary Functions

  • Daily transaction entry & coding
  • Accounts payable — process bills & payments
  • Accounts receivable — invoicing & payment posting
  • Bank & credit card reconciliations
  • Payroll data entry & processing
  • General ledger maintenance
  • Recurring journal entries
  • Month-end schedule preparation
  • Financial statement generation
  • Expense categorization

Scope of Responsibility

Daily Transaction EntryPrimary owner
Accounts PayableProcess bills & payments
Accounts ReceivableInvoice & payment posting
Bank ReconciliationsPerform reconciliations
Payroll ProcessingData entry & processing
Variance AnalysisProvide source detail
Complex Journal EntriesLimited involvement
Primary ownerSupporting roleOversight

Why Fractional Financial Services?

The right expertise at the right scale — without the overhead of full-time hires.

Right-Sized Expertise

Access Bookkeeper, Analyst, and Controller level talent without carrying three full-time salaries. Engage the tier you need, when you need it.

Industry Specialization

Executive protection companies have financial requirements unlike most businesses. We understand payroll structures, security contracts, and the compliance landscape.

Scales With You

Start with foundational bookkeeping. Add analytical and controller services as your firm grows. The engagement adapts to your operational tempo.

Who This Is For

Security firms that are serious about operational and financial excellence — but aren't at the stage, or scale, where full-time hires in finance make economic sense.

  • Executive protection firms scaling from 5 to 50+ personnel
  • Security companies without a dedicated finance function
  • Organizations transitioning from owner-operated to professionally managed
  • Firms needing Controller-level oversight without full-time Controller cost
  • Companies preparing for growth, acquisition, or investment
  • Organizations that want financial intelligence, not just bookkeeping

Ready to Build Your Financial Back Office?

Let's talk about which tiers make sense for your firm's current stage and where you're headed next.