Let’s face it — the accounting world is changing fast.
Clients aren’t just asking for clean books and timely tax returns anymore. They want insight. Forecasting. Help navigating decisions. In short, they want controller-level support.
But here’s the challenge: Most small and mid-sized CPA firms don’t have the staff or budget to hire an in-house controller.
So… what’s the move?
The smart answer: offer controller services through white label outsourcing.
In this guide, we’ll show you how firms like yours are expanding into high-value advisory services without adding headcount — and how KMK & Associates LLP can help you do it under your brand.
First, What Does a Controller Actually Do?
A controller is not just a “senior accountant.”
They’re the financial operator behind the scenes — translating numbers into direction.
Here’s how they differ from typical accounting roles:
Why CPA Firms Struggle to Offer Controller Services In-House
Offering controller services can elevate your CPA firm. But building that capability internally comes with serious hurdles:
High salaries: Full-time controllers often cost $120K+ annually
Talent shortage: The best candidates are hard to find and harder to retain
Training and supervision: Takes time away from client service
Overhead: Benefits, software, space — it adds up fast
And what if you only have one or two clients who need controller support? Hiring someone full-time just doesn’t make financial sense.
The White Label Solution: Get Controller Support Without the Risk
This is where KMK & Associates LLP comes in.
As a trusted white label accounting firm, we provide behind-the-scenes controller-level services — working under your firm’s name and process.
That means you can offer high-value support to clients without:
Hiring
Training
Onboarding
Overextending your team
We handle the heavy lifting. You stay in control and client-facing.
What Controller Services Can You Offer With KMK?
We’ve built controller-level packages for dozens of U.S.-based CPA firms, customized to their needs.
Here’s what we can do on your behalf:
🔹 Financial Reporting & Dashboards
Monthly and quarterly financial statements
Custom reports for management or investors
KPI tracking for performance analysis
🔹 Budgeting & Forecasting
Annual budgets with rolling forecasts
Scenario modeling (best case, worst case)
Expense planning and cash flow projections
🔹 Internal Controls & Oversight
Review of current systems and processes
Recommendations for controls and checks
Implementation support for accounting policies
🔹 Strategic Advisory Support
Support for bank loan applications
Financial analysis for business decisions
Liaison work for audits, M&A, and investors
And if you’re already using our tax return outsourcing services or bookkeeping support, it’s easy to add controller work into the same workflow.
Real-World Use Case: Elevating a Client Without Overloading Your Team
Picture this:
One of your clients just received investor funding. They need budgeting, spend tracking, and monthly board-ready reports. Your internal team is already maxed out with compliance work.
Instead of hiring or turning the client away, you partner with KMK.
We build the budgets and reporting package
You review and present to the client under your brand
The client is thrilled — and sees you as a long-term strategic partner
That’s what offering controller services without hiring can look like.
Why Controller Services Make Your Firm “Stickier”
Adding controller services doesn’t just boost your revenue per client — it also increases retention.
Why?
Because once clients rely on your team to manage budgets, oversee cash flow, and deliver financial direction… they don’t want to leave.
They’ll start seeing your firm as an essential part of their leadership team, not just a vendor. And that’s how long-term, high-value relationships are built.
But What If I’m a Small Firm?
Great news — this strategy is perfect for small firms.
You don’t need to be a large regional player to offer big-firm value. With outsourcing accounting to India through KMK, you gain access to experienced professionals trained in U.S. GAAP, tax, and financial reporting — without the local hiring costs.
And because we operate white label, your brand remains front and center the entire time.
FAQs: Offering Controller Services Without Hiring
Q: Can I start with just one controller-level client? A: Absolutely. We support firms with one client or 50. Start small, grow as needed.
Q: Will you communicate with clients directly? A: Only if you want us to. Most CPA firms prefer we deliver all work behind the scenes.
Q: What software do you use? A: We work inside your systems — QuickBooks, Xero, NetSuite, CCH, and more.
Q: Is this secure? A: Yes. We use encrypted portals, role-based access, and adhere to strict confidentiality standards.
Q: How do I price controller services to clients? A: We help you build a pricing model based on deliverables, hours, and client size.
Final Takeaway: You Don’t Need to Hire a Controller to Offer Controller Services
Clients are asking for more than compliance — they’re asking for clarity, direction, and confidence.
You don’t need to hire a $150K controller to deliver that.
With KMK & Associates LLP as your white label partner, you can provide controller-level support without the cost, risk, or overhead — and elevate your firm’s value overnight.
👉 Ready to add controller services to your offering without growing your payroll? Let’s connect.
