Fractional CFO & Controller Services in Mokena, IL
Gain clarity and control over your numbers—without hiring a full-time CFO. We help south-west Chicagoland SMBs fix the month-end scramble, steady cash flow, and make decisions with confidence.
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Running your business while “wearing all the hats” is hard
If you’re “flying blind” on cash flow, stuck with a “hot mess” of books, or tired of “drinking from a firehose” of reports, you’re not alone. Owners tell us they just want no surprises at tax time or payroll—and a partner who becomes a valuable member of the management team, not “just a bookkeeper.”
What you get with Wozny’s Fractional CFO & Controller team
We’re a local, CPA-led team in Mokena serving Mokena, Frankfort, New Lenox, Tinley Park, and Orland Park. We plug into your existing systems, stabilize the close, and install simple dashboards so you can act fast.
Controller (accuracy & discipline)
- Timely monthly close & reconciliations
- AP/AR oversight, payroll review, internal controls
- GAAP-aligned management reports and variance notes
Fractional CFO (forward strategy)
- Cash-flow forecasting (13-week + 12-month)
- Budget vs. actuals, KPI dashboards, scenario modeling
- Lender-ready packages, board/investor reporting, capital planning
Trust cues
- CPA-led engagements; established local firm; secure client portal and documented controls
- Familiar with trades, clinics, pro services, retail/e-comm, and multi-entity S-Corps/partnerships
- Mokena office, phones answered by real people during business hours (see details below).
Why owners choose us (benefits)
Faster month-end close
We aim to move you from “weeks-late” to a consistent close target, so leadership meets on facts—not guesses.
Cash-flow visibility
Know what’s coming. We install practical 13-week and annual forecasts so you’re not “guessing at payroll.”
Budget vs. Actuals discipline
Quarterly re-forecasting and clear variance notes so your team can course-correct quickly.
Bank-ready reporting
Clean financials, covenant tracking, and lender packages that support credit discussions—without the scramble.
Forecasts you can act on
Simple KPI dashboards (AR days, gross margin, labor %, job profitability) so you can get “unstuck.”
How we work (90-Day Finance Reset)
0–2 weeks | Discovery & Assessment
We connect to your file, map the chart of accounts, review processes, and outline quick wins.
2–6 weeks | Stabilize & Close
Clean-up entries, reconcile bank/credit cards, set close calendar, deliver the first on-time package.
6–12 weeks | Forecast & KPIs
Roll out the 13-week cash-flow, budget vs. actuals cadence, and your starter KPI dashboard.
Ongoing | Reviews & Strategy
Monthly management meeting; quarterly re-forecast; targeted projects (pricing, margins, capital).
Transparent package options (typical ranges)
Your fee depends on entity count, revenue/volume, payroll complexity, and clean-up needs. We’ll confirm scope after discovery.
Controller Core – from $1,500–$3,000/mo
We aim to move you from “weeks-late” to a consistent close target, so leadership meets on facts—not guesses.
Growth CFO – from $3,000–$6,000/mo
Everything in Core + 13-week cash-flow, KPI dashboard, lender package support.
Strategic CFO – from $6,000–$9,000+/mo
Board/investor reporting, multi-entity modeling, pricing/margin projects, capital planning.
Proof & local credibility
They helped us align investments, profit and cost centers to get unstuck. The guidance has been just as valuable as the reporting.”— Sarah L.
They’re a valuable member of the management team—not just an advisor. Decisions are clearer and far less stressful.— David R.
Cash-flow visibility changed everything. No more surprises at payroll or tax time, and much better conversations with our bank.— Tom K.
In-house vs. fractional vs. bookkeeper-only
In-House Controller
Strengths : On-site, embedded
Watch-outs : Six-figure salary + benefits; hiring risk
Fractional CFO/Controller
Strengths : Strategic + cost-flexible; quick to start
Watch-outs : Requires scoped rhythms & clear comms
Bookkeeper-Only
Strengths : Low cost
Watch-outs : Limited analysis; no forecasting or CFO guidance
FAQs About Fractional CFO & Controller Services in Mokena, IL
Tax Preparation Service Area From Our Mokena, IL Office
Let our Certified Public Accountants along with our full service team help make your business more successful so you can achieve the financial success you deserve.
Address
The Wozny Tax Company
9400 Bormet Dr, Suite 7, Mokena, IL 60448
Phone: 708.479.1700
Business Hours
Monday: 8:00 AM–8:00 PM
Tuesday: 8:00 AM–8:00 PM
Wednesday: 8:00 AM–8:00 PM
Thursday: 8:00 AM–8:00 PM
Friday: 8:00 AM–8:00 PM
Saturday: 8:00 AM–8:00 PM
Sunday: Closed
Service Area
Serving clients from Joliet, Mokena, Hinsdale, Oak Park, New Lenox, Homer Glen, Naperville, Plainfield, Bolingbrook, Orland Park, Tinley Park, Downers Grove, Oak Lawn, and Manhattan.
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