- Who We Serve
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Who We Serve
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions.
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- What We Do
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How We Work With You
Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.Tax Services
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- About Us
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About Us
Today, our size allows us to provide the depth of services and technical skills to meet the myriad of tax and financial challenges you or your business may encounter, yet we remain small enough to maintain close relationships with our clients to help them achieve their financial goals.
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- Insights
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Insights
Explore timely insights, practical resources, and firm updates designed to keep you informed and empowered year round. From expert articles and key deadlines to national recognition and planning tools.Download our latest brochure Integrated Wealth Management + Tax Planning ↗
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- Our Team
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Meet the Team
At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.
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- Careers
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Careers
This is a place where integrity is the fulcrum that propels our business and our people. Where collaborative care infuses everything we do. And where you’ll be inspired each and every day to invest your whole self into the vital work you’re doing.
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BUSINESSES
Controller Services
What We Do ⟶ Outsourced Accounting Services ⟶ Controller Services
A Smarter Way to Scale Your Finance Team
Bookkeeping tracks your transactions. Controller Services powers your entire financial engine — ensuring the right amounts are paid, collected, and accounted for at the right time. At Beaird Harris, we go beyond keeping score. We give your numbers purpose, turning them into insight that helps drive your business forward.
With Controller Services from Beaird Harris, you get an accounting function that scales with your business. Whether you need to supplement in-house staff or fully outsource the role, our team provides everything from payables coding and management, and deposit reconcilation to managing cash flow, building internal controls, and delivering management reports.
Think of it as having an in-house controller — plus the systems, structure, and CPA oversight to ensure it’s done right every time.
A Smarter Way to Scale Your Finance Team
Bookkeeping tracks your transactions. Controller Services powers your entire financial engine — ensuring the right amounts are paid, collected, and accounted for at the right time. At Beaird Harris, we go beyond keeping score. We give your numbers purpose, turning them into insight that helps drive your business forward.
With Controller Services from Beaird Harris, you get an accounting function that scales with your business. Whether you need to supplement in-house staff or fully outsource the role, our team provides everything from payables coding and management, and deposit reconcilation to managing cash flow, building internal controls, and delivering management reports.
Think of it as having an in-house controller — plus the systems, structure, and CPA oversight to ensure it’s done right every time.
When You Need More than Bookkeeping – You Need Controller Services
As your business grows, bookkeeping alone isn’t enough. Once you begin hiring employees, paying vendors, or managing receivables from a larger customer base, you need a full accounting function. Controller Services with Beaird Harris becomes a strategic advantage — providing scalable support from AP/AR clerk to controllership level, along with the financial clarity needed to make informed decisions.
Services to Cover Your Outsourced Accounting Needs
Our Controller Services are tailored to your business, covering the essentials while building the structure you need to grow. Services include:
- Chart of Accounts Setup & Analysis
- Financial Statement Reporting
- Third-Party App Integrations
- Bill Pay
- Banking & Credit Card Connections
- Budgeting & Forecasting
- Compensation Modeling & Profit Splits
- Transaction Categorization & Volume Analysis
- Cash Flow Reporting & Trend Analysis
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From Onboarding to Insights – Put Beaird Harris on Your Team
Controller Services aren’t one-size-fits-all. Our process is designed to understand your business, establish a solid foundation, and provide scalable support that evolves with you.
Personalized Onboarding
We start by developing a clear picture of your business, your current accounting processes, and your future needs.
Cleanup & Setup
Next, we translate our onboarding into a tailored roadmap — outlining recommendations, system needs, and areas for improvement.
Ongoing Support
Finally, we implement scalable systems and processes using the right accounting app stack, adjusting as your business grows and changes.
Simple, Transparent Plans for Controller Services
Core
Best for: Businesses ready to move beyond basic bookkeeping. A streamlined accounting foundation that keeps your day-to-day finances organized, accurate, and on time — giving you clarity you can count on as your business grows.
What’s included:
- Visibility into your finances
- Multiple accounts & credit cards
- Cash-based Profit & Loss and Balance Sheet enriched with data from all your tools and systems
- Year-end reporting package prepared for your tax preparer
- Payables coding & management
- Tracking by profit center and/or location
- Ongoing support from your dedicated Outsourced Accounting Services team
Essential
Best for: Growing businesses that need more than bookkeeping. A complete outsourced accounting function that manages the financial operations you rely on, delivers timely insights, and supports confident decision-making at every stage.
What’s included:
- Everything in Core
- Accounts payable & receivable management
- Bank & credit card reconciliations
- Monthly financial statements
- Budgeting
- Departmental analysis & reporting
- Compensation modeling & profit split
- Cash flow monitoring & projections
- Regular financial presentations / meetings
- Ongoing support & direct access to your dedicated Outsourced Accounting Services team
Custom
Best for: Businesses needing a fully customized back-office solution, blending Bookkeeping and Controller Services.
What’s included:
- Everything in Essential
- Custom financial dashboards & reporting packages
- Multi-entity consolidation reporting
- Special allocations & accrual entries
- Tailored accounting tech stack for your business
- White-glove support from your Outsourced Accounting Services team
Controller Services Benefits at Tax Season
At year-end, Controller Services provide far more than a set of reconciled books. By managing the flow of payables and receivables, structuring compensation and profit allocations, and guiding budgeting throughout the year, our team ensures your financial picture is both accurate and strategically aligned.
These services, combined with the foundation of reliable bookkeeping, give your tax team everything they need to file with confidence while also identifying opportunities for proactive planning and long-term savings.
- Ready to Connect?
