Fractional Controller & Advisory Services

Financial clarity.
Strategic confidence.
On your terms.

Senior-level financial leadership — without the full-time overhead. Monarch 360 Advisory partners with small to mid-sized businesses across Dallas and nationwide.

Work With Us Explore Services
15+
Years Experience
360°
Financial Visibility
100%
Client Focus
Integrity

Transparent, ethical, and grounded in professional standards.

Discipline

Strong controls, accurate reporting, and consistent processes.

Clarity

Actionable insights, not noise.

Partnership

We operate as an extension of your leadership team.

Excellence

Every engagement, every deliverable, every time.

Professional meeting
Monarch 360 Advisory
15+
Years Experience
360°
Financial Visibility
About

A controller who brings calm, structure, and clarity.

With over 15 years of financial leadership experience, the foundation of Monarch 360 Advisory was built on a simple belief: every business deserves access to the kind of financial expertise that was once reserved for the Fortune 500.

After years working inside companies ranging from high-growth startups to established mid-market firms, I saw firsthand how the absence of strong financial infrastructure quietly limits a business's potential — not from lack of ambition, but from lack of visibility. Monarch 360 Advisory exists to close that gap.

We don't just report numbers. We help you understand what they mean, where the risks are, and how to use your financials as a tool for smarter decision-making.

IntegrityTransparent, ethical, and grounded in professional standards.
DisciplineStrong controls, accurate reporting, and consistent processes.
ClarityActionable insights, not noise.
PartnershipWe operate as an extension of your leadership team.
ExcellenceEvery engagement, every deliverable, every time.
What We Do

Services built around your business stage.

Fractional Controller

Part-time, senior-level financial oversight — the expertise of a controller without the full-time cost. Ideal for businesses that have outgrown basic bookkeeping but aren't ready for a full-time hire.

  • Month-end close & financial reporting
  • Budget development & variance analysis
  • Internal controls & compliance oversight
  • Cash flow monitoring & forecasting
  • Board & stakeholder reporting
Accounting Cleanup & Catch-Up

Behind on your books? We untangle messy records, reconcile accounts, and bring your financials up to date — so you can move forward with confidence instead of flying blind.

  • Historical reconciliation & correction
  • Chart of accounts restructuring
  • Prior period adjustments
  • Audit & tax preparation readiness
  • Clean handoff to your ongoing team
Financial Systems Optimization

The right tools, configured the right way. We assess your current accounting stack and implement scalable systems that grow with your business and reduce manual effort.

  • Accounting software setup & migration
  • Workflow automation & integration
  • KPI dashboard development
  • Process documentation & training
  • Scalable reporting infrastructure
Strategic Financial Advisory

Beyond the numbers — strategic guidance when it matters most. From fundraising support to scenario planning, we help you make high-stakes decisions with clarity and confidence.

  • Financial modeling & scenario analysis
  • Investor & lender reporting packages
  • Growth planning & profitability analysis
  • M&A support & due diligence prep
  • Executive advisory & fractional CFO support
How It Works

A clear path from first call to full clarity.

01
Discovery Call

We start with a complimentary conversation to understand your business, your financial pain points, and where you want to go.

02
Assessment

We conduct a focused review of your current financial state — books, systems, reporting — and identify the gaps and opportunities.

03
Engagement Design

We propose a tailored scope of work — no cookie-cutter packages. Your engagement is structured around what your business actually needs.

04
Execution & Oversight

We get to work — delivering accurate financials, actionable reporting, and ongoing advisory support as an embedded part of your team.

Why Monarch 360

The difference is in how we work.

01
Senior Expertise, Fractional Cost

You get controller-level skill and judgment without the $150K+ annual salary. Engagement scales to your stage and budget.

02
Embedded, Not Transactional

We operate as a genuine part of your leadership team — present in planning conversations, not just month-end deliverables.

03
Industry-Informed, Detail-Driven

Deep experience across diverse industries means we understand the nuances of your business model and financial drivers.

04
No Jargon. Just Clarity.

We translate complex financials into plain language that helps you make decisions — not just reports that collect dust.

05
Scalable Engagements

From a one-time cleanup project to ongoing fractional support, our engagements adapt as your business evolves.

06
Dallas-Based, Nationally Capable

Rooted in the DFW business community with the infrastructure to serve clients anywhere in the country.

Industries Served

Experience across the sectors that matter.

Professional Services Technology & SaaS Healthcare & Medical Real Estate Construction & Contracting Retail & E-Commerce Hospitality & Food Service Nonprofit Organizations Manufacturing Logistics & Distribution Financial Services Education
Get In Touch

Let's talk about your financial future.

Whether you need a fractional controller, a financial cleanup, or strategic guidance — the first conversation is complimentary. Tell us where you are and where you want to go.

info@monarch360advisory.com
Dallas–Fort Worth, TX · Serving Clients Nationwide
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