Outsourced controller services: close, reporting and controls
Run the close in your accounting system, with clear review steps and your finance lead's sign-off.
Actigy BPO provides outsourced controller services as a nearshore business process outsourcing (BPO) company headquartered in Prague, Czech Republic. The team prepares reconciliations, journals and reporting packs while your finance lead retains sign-off. A process audit maps the close calendar and approval rules. A paid pilot then tests the agreed close work before more entities move into scope.
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Share entity count, close deadlines, systems and the finance lead who approves the work.
Key takeaways
- Actigy BPO delivers from teams in Bulgaria, Romania, Poland and Ukraine.
- Every Actigy BPO engagement starts with a process audit and a paid pilot.
- The client retains statement sign-off and journal approval above agreed thresholds.
- Controller capacity covers close and reporting, not tax filings or audit opinions.
| Service | Close management, reconciliations, reporting packs and control checks |
|---|---|
| Buyer | Growing companies and certified public accountant (CPA) firms |
| Locations | Bulgaria, Romania, Poland and Ukraine |
| Coverage | Agreed shifts and a named client review window |
| Pricing | Per full-time equivalent (FTE) by role |
| Start | Process audit, then a paid pilot of agreed close tasks |
Outsourced controller services: role and decision rights
Actigy BPO prepares finance work for approval; the client keeps sign-off on anything that changes the numbers. A chief financial officer (CFO) directs financial strategy. A controller manages the close, reporting and control checks; a bookkeeper records transactions.
Outsourced controller vs CFO
Actigy BPO supplies controller-level close and reporting capacity, not delegated financial strategy or signing authority. The client retains financing, policy choices and final approval of statements.
| Role boundary | Actigy BPO controller team | Bookkeeper | Client CFO or finance lead |
|---|---|---|---|
| Main work | Close coordination and review-ready reports | Transaction recording and routine records | Financial strategy and final decisions |
| Outputs | Reconciliations, draft journals and variance notes | Entered transactions and supporting schedules | Approved statements and financial plans |
| Approval | Prepares work within approved rules | Escalates exceptions | Retains financial sign-off |
| Control | Actigy BPO prepares | Client retains |
|---|---|---|
| Journals | Accruals, support and proposed entries | Posting rules and approval above agreed thresholds |
| Statements | Draft reporting pack and explanations | Final review and sign-off |
| Payments | Supporting schedules and flagged differences | Authorization and bank release |
| External reporting | Agreed supporting files | Tax filings, statutory filings and audit opinions |
How Actigy BPO runs your month-end close
Actigy BPO runs the close against your calendar, checklist and approval matrix. Each task needs an input owner, a reviewer and evidence of completion. Missing source records remain open items, not assumed balances.
- Plan the close. List entities, deadlines, dependencies and the review owner for each account.
- Prepare and reconcile. Match balances to supporting records and prepare accruals and draft journals.
- Review and explain. Check work, draft variance commentary and route unresolved items to client owners.
- Deliver the pack. Provide reconciliations, draft reports and audit support files for client approval.
Month-end close controller support
Actigy BPO connects close tasks to a review-ready reporting pack and an open-item register. Each unresolved item records the amount, evidence, owner and next action. The client reviewer decides whether the pack meets the agreed acceptance criteria.
Separate recurring accounts payable outsourcing from controller review. Broader finance and accounting outsourcing needs its own task and approval boundaries.
Controller services for CPA firms
Actigy BPO provides white-label controller capacity under the practice's process and review structure. The practice retains the client relationship, accounting policy and final sign-off. A growing company uses the same preparation and approval split with its own finance lead.
Agree client-specific access, file names, report formats and review deadlines. Keep each client's records and permissions separate. Link proposed entries to supporting files so the practice reviewer can accept, reject or request more evidence.
For related transaction preparation, offshore accounting services cover separately scoped bookkeeping and reconciliation work. Controller capacity does not imply professional credentials, tax preparation or statutory assurance.
Fit and limits
Actigy BPO fits when you need:
- Review-ready close work for a growing company.
- White-label capacity during a practice's peak periods.
- Reconciliation and reporting support under named client approvers.
Actigy BPO is not the right fit when you need:
- Tax returns prepared or filed.
- Statutory audit or assurance work.
- A few irregular bookkeeping hours without a defined close scope.
Close measures and review controls
Actigy BPO agrees each close measure, source and owner before the pilot. Standard operating procedures (SOPs) record review steps and exceptions. Maker-checker quality assurance (QA) separates preparation from review; client approval remains a further control.
| Measure | Definition to agree |
|---|---|
| Days to close | Days from the period end to the agreed approval point |
| Reconciliation completion | Accepted reconciliations divided by scheduled reconciliations |
| Late adjustments | Entries changed after the agreed close cutoff, with causes |
| Open items | Unresolved differences, amounts, age and responsible owners |
Separate delays caused by missing inputs from preparation or review defects. Record changes to entity scope before comparing close periods.
Fractional controller cost
Actigy BPO prices controller capacity per FTE by role and sends a written quote after the process audit. The required seniority, entity count, reconciliation load and reporting needs shape the role mix. Include your retained approval time when comparing total cost.
| Decision | Actigy BPO managed team | In-house team | Freelance controller |
|---|---|---|---|
| Daily management | Team lead runs agreed tasks | Client manager | Confirm supervision |
| SOP ownership | Client-owned | Client-owned | Agree documentation rights |
| QA | Maker-checker review and sampling | Client staffs review | Agree separate review |
| Coverage | Agreed shifts and handoffs | Client schedules staff | Agreed availability |
| Start | Audit and paid pilot | Recruitment and training | Selection and onboarding |
| Pricing | Per FTE by role | Pay and operating costs | Contracted fee and scope |
| Exit | Client-owned procedures and open items | Internal handover | Agree records and handover |
The outsourcing pricing models guide separates staffing fees from unit and outcome fees. No public hourly or monthly controller rate replaces the scoped quote.
Actigy BPO accounts payable and close evidence
Actigy BPO-reported results in the software-as-a-service (SaaS) accounts payable and close case include 65% lower invoice processing costs. The same case reports 40% faster close and 99.9% reconciliation accuracy.
The anonymized engagement combined accounts payable work with month-end close support. It is not a standalone controller-service result. Results are not independently audited and depend on scope.
Tools, review hours and pilot readiness
Actigy BPO works in the client's tools, with access limited to the systems the client approves. Agree role permissions, logs and record retention before live work. The written scope names delivery locations, subprocessors and data-processing terms.
Actigy BPO agrees the close handoff around the full UK business day, the US morning and any approved later shift. The client must reserve review time. Start the paid pilot only when records, access, training and acceptance criteria are ready.
Outsourced controller FAQ
Actigy BPO controller scope separates preparation, review and client approval. The answers below clarify those role boundaries before you request capacity.
What does an outsourced controller do?
An outsourced controller coordinates close, financial reporting and accounting control work for a client.
Actigy BPO provides reconciliation review, draft journals, reporting packs and variance commentary under approved rules. The team also maintains close checklists and open-item records. The client's finance lead retains sign-off on statements and journal approvals above agreed thresholds. Tax filings and audit opinions remain outside the team's role.
What is the difference between a fractional controller and a CFO?
A fractional controller focuses on close and reporting, while a CFO directs financial strategy and decisions.
Actigy BPO provides controller-level capacity, not an outsourced finance decision-maker. The team prepares reconciliations, reports and supporting explanations for review. The client retains financing choices, accounting policy and final sign-off. Define the actual role and required review time rather than assuming a job title transfers authority.
Who signs off the financial statements?
The client's finance lead signs off statements; Actigy BPO prepares the agreed reporting pack for review. The written scope names journal approval thresholds and exceptions that need a client decision. Operators do not release payments or provide audit opinions. Keep preparation, review and final approval distinct in system permissions. Record each unresolved item and its owner before accepting the completed close pack.
Can Actigy BPO work as a white-label controller team for CPA firms?
Actigy BPO can provide white-label controller capacity under a CPA firm's procedures and review structure. The firm retains its client relationship, advice and final sign-off. Agree each client's permissions, records, reporting format and review deadline before work starts. The team prepares close work and supporting files for the firm's reviewer. White-label delivery does not add unconfirmed professional qualifications or authority to file taxes.
Which accounting systems can the team work in?
Actigy BPO works in accounting systems that the client approves for the agreed close workflow. The audit checks permissions, source records, report access and the steps needed to review journals. Confirm the proposed system and training requirements before agreeing a start date. Keep payment access separate from preparation roles. The engagement does not require a new platform or imply a software partnership.
How are outsourced controller services priced?
Actigy BPO prices outsourced controller services per FTE by role after the process audit. Required seniority, entities, close tasks, reporting and hours determine the proposed capacity. A managed fee includes agreed leadership, QA and reporting. The client still needs to budget review and approval time. Compare included tasks, software and transition work before comparing a staffing fee with a fractional role package.
Page updates
October 4, 2026: Published controller scope, retained approval rights, close measures and the separately attributed accounts payable case.
Test a defined close scope
Bring the close calendar, entity list, reporting pack and approval matrix. Identify the client reviewer before selecting capacity.
Actigy BPO prepares the work. Your finance lead signs off.
Scope a pilot
What happens next
The team reviews the workflow before proposing a written scope. You decide whether to start a paid pilot after reviewing it.