Remote Outsourced Financial Controller Services Based in Eastvale, CA
Outsourced financial controller services give organizations something a bookkeeper alone cannot provide: a senior accounting professional who owns the accuracy of your books, manages the monthly close, and makes sure your numbers are right before leadership makes decisions based on them.
Simplicity Financial provides outsourced financial controller services for nonprofits, churches, private and Christian schools, and closely held businesses across the United States. Based in Eastvale, CA, every engagement is led personally by Shaun Glenn, CPA, MSA, MST. Shaun holds a CPA license, a Master of Science in Accounting, and a Master of Taxation, and has spent 15+ years working exclusively in nonprofit and church finance. Every engagement is fully remote. There are no in-person requirements.
The Expertise Behind Every Engagement
Shaun Glenn, CPA, MSA, MST brings credentials and experience that are specific to the organizations Simplicity Financial serves. His background includes former C-suite roles at nonprofit and for-profit organizations, 15+ years dedicated to church and nonprofit finance, and deep working knowledge of fund accounting, restricted-gift tracking, multi-campus and multi-entity reporting, Form 990 preparation, UBIT analysis, clergy compensation, and California property tax exemptions.
These are not areas a general controller typically encounters. They are the core of what Simplicity Financial does, and the reason organizations in specialized sectors choose this firm over a generalist accounting practice.
Simplicity Financial works in QuickBooks Online and Sage Intacct, two platforms that support the fund accounting and reporting requirements specific to nonprofits, churches, and private schools when configured correctly.
What an Outsourced Financial Controller Does
A controller sits between your bookkeeper and your CFO. Their job is to own the accuracy of your books, manage the monthly close, produce financial reports, and make sure your organization has reliable numbers before anyone acts on them.
The simple version: a bookkeeper records transactions. A controller makes sure those records are right, complete, and useful. Most organizations that need a controller already have a bookkeeper. What they are missing is the senior layer of oversight that turns those records into reliable financial reporting.
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What is Included in Outsourced Controller Services
- Monthly close and account reconciliations
- Financial statement preparation: budget vs. actuals, income statement, balance sheet
- Board and finance committee reporting packages
- Fund accounting and restricted fund tracking
- Internal controls design and oversight
- Payroll and AP workflow oversight
- Audit preparation and liaison with outside auditors
- Budgeting support and variance analysis
Why Outsourced Controller Services Build Trust With Boards and Donors
Financial credibility is not just about having accurate books. It is about being able to demonstrate that accuracy to the people who depend on it. Boards carry fiduciary responsibility and need timely, readable financial reporting. Donors and grantors need assurance that restricted funds were used as intended. Auditors need records that are organized and traceable.
An outsourced controller builds the systems, the documentation, and the reporting structure that makes all of that possible. Internal controls are designed to reduce the risk of errors and misappropriation. Reconciliations are completed on schedule. Financial statements are produced in formats that boards and leadership can actually use.
Who Needs an Outsourced Financial Controller
Nonprofits
Restricted funds must be tracked separately. Boards require accurate, timely reports to fulfill their fiduciary responsibility. Audits are common, and Form 990 requires clean, detailed financial records. An outsourced controller provides the senior oversight that makes all of this manageable without adding a full-time hire.
Churches and Ministries
Many churches operate with volunteer treasurers or part-time bookkeepers who handle transactions well but lack senior accounting oversight. Clergy payroll involves tax treatment that needs to be handled correctly at the accounting level. Multi-campus churches face reporting complexity that most general controllers have not encountered. Simplicity Financial has.
Private and Christian Schools
Private schools manage tuition revenue, restricted grants, designated donations, and program budgets simultaneously. Accreditation bodies and boards expect accurate, well-organized financial reporting. An outsourced controller keeps the books audit-ready and translates the numbers into something leadership can actually use.
Closely Held Businesses
Small and mid-sized businesses often outgrow their bookkeeper before they are ready to hire a full-time controller. An outsourced controller provides senior-level accounting oversight at a fraction of the cost, with the flexibility to scale as the business grows.
Outsourced Financial Controller vs. Fractional CFO
A controller focuses on the accuracy and integrity of your financial records. A CFO uses those records to drive strategy and forward-looking decisions. Some organizations need one. Some need both. Simplicity Financial offers fractional CFO services as well and can help you determine which level of support your organization actually needs.
Outsourced Controller Services Across Southern California and Nationwide
Simplicity Financial is based in Eastvale, CA and serves organizations throughout the Inland Empire, including Corona, Riverside, Rancho Cucamonga, Ontario, and Chino, as well as clients across Los Angeles, San Diego, and nationwide. Every engagement is fully remote with no in-person requirements.
Organizations that are weighing the value of bringing on senior financial oversight will find that many of the same reasons apply whether the role is controller or CFO-level. The benefits of a fractional CFO covers that thinking in depth. For organizations specifically evaluating what a remote accounting manager arrangement looks like compared to outsourced controller support, that post is a useful reference.
What to Expect When You Work With Simplicity Financial
Every engagement begins with a direct conversation about where your organization stands and what oversight is currently missing. Shaun Glenn reviews your existing setup, identifies the gaps, and proposes a scope of work built around your actual needs. There are no fixed packages and no general pricing.
From there, Simplicity Financial takes ownership of the monthly close, the reconciliations, and the financial reporting. Leadership and boards receive accurate, timely reporting. Internal controls are designed and documented. The books stay audit-ready throughout the year. Organizations across the Inland Empire and nationwide work with Simplicity Financial entirely online.
Every engagement is led by a CPA with a Master of Taxation, a Master of Accounting, and 15+ years of specialized experience. That credential depth is not common in outsourced accounting. It is what Simplicity Financial is built on, and the reason organizations choose this firm when they need outsourced controller services done right.
Common Questions About Outsourced Financial Controller Services
What is the Difference Between a Bookkeeper and a Controller?
A bookkeeper records and categorizes transactions. A controller reviews that work, manages the monthly close, produces financial statements, designs internal controls, and ensures the books are accurate and audit-ready. For organizations that have a bookkeeper already, a controller adds the senior review layer that bookkeeping alone does not provide.
Do I Need a Controller or a CFO?
A controller ensures your financial records are accurate and your reporting is reliable. A CFO uses those records to drive strategy: budgeting, forecasting, growth planning, and financial decision support. Some organizations need a controller first and add CFO-level support later. Simplicity Financial offers both services and can help you assess what your organization actually needs.
How Does Outsourced Controller Work Remotely?
Every Simplicity Financial engagement is fully remote. Shaun Glenn works directly with your team through your accounting software, shared document systems, and regular reporting cycles. Clients across Southern California and nationwide receive the same level of service regardless of location.
What Software Does Simplicity Financial Use?
Simplicity Financial works in QuickBooks Online and Sage Intacct.
How is Simplicity Financial Different From a General Accounting Firm?
Most accounting firms serve a broad range of clients. Simplicity Financial specializes in nonprofits, churches, private and Christian schools, and closely held businesses. Fund accounting, restricted gift tracking, multi-campus reporting, Form 990, UBIT analysis, and clergy compensation are not edge cases here. They are the core of what the firm does, and what most general controllers and accounting firms have limited experience with.
Book a Free Consultation With Simplicity Financial
If your organization needs senior accounting oversight without a full-time hire, Simplicity Financial can help review what you have, identify what is missing, and create a cleaner path forward.
This content is for general informational purposes only. Services, pricing, and offerings may vary based on your organization’s specific needs. Contact Simplicity Financial directly for accurate details.
