Controller Services
Get oversight for month-end and year-end close, financial data review, accrual adjustments, reporting accuracy, budget tracking, and management reporting as your books grow more complex.
Start with accurate books and build toward a complete finance function with Porter Accounting LLC. Monthly transaction recording, reconciliations, payroll support, and cleanup projects give Santa Ana businesses a reliable base. From there, controller-level close, GAAP financial statements, ASC 606 revenue recognition, audit readiness, and fractional CFO guidance are available from the same team, delivered virtually across the United States.
Bookkeeping keeps records accurate. Controller, CFO, GAAP reporting, and technical accounting support help growing businesses use those records with confidence.
Get oversight for month-end and year-end close, financial data review, accrual adjustments, reporting accuracy, budget tracking, and management reporting as your books grow more complex.
Use cash flow forecasting, budgeting, KPI tracking, and financial analysis from an experienced finance lead to plan growth and make better-informed decisions.
Prepare accrual-basis financial statements under GAAP for lenders, investors, and stakeholders who need dependable, standards-based financial information.
Apply the ASC 606 five-step model to your contracts, build deferred revenue schedules, and recognize revenue correctly for subscription or multi-element arrangements.
Organize reconciliations, schedules, and supporting records so your business is prepared to respond to requests from external auditors or your CPA.
Maintain reliable records through transaction categorization, bank and credit card reconciliations, monthly financial statements, and payroll entries aligned with your accounting.
Catch up overdue books, correct recordkeeping errors, and organize financial data so your business is better prepared for lending decisions or investor review.
Porter Accounting LLC treats bookkeeping as the base of your finance function, not the limit of it. Monthly work covers categorizing activity, reconciling accounts, preparing financial statements, and supporting payroll records. As Santa Ana businesses grow, the same team can add month-end close oversight, GAAP reporting, revenue recognition, and audit preparation, so records are ready for lenders, investors, and auditors.
Get experienced financial support without the complexity of a large accounting firm.
Led by Thao Porter, MSA, with over a decade supporting growing companies through complex accounting needs.
Services are shaped around transaction activity, account structure, payroll complexity, cleanup needs, and business goals.
Pair organized records with GAAP reporting, ASC 606 revenue recognition, ERP implementations, audit readiness, and CFO-level guidance for Santa Ana businesses.
Receive accounting and advisory support virtually across the United States, with in-person appointments available in specified areas.
Experienced financial leadership supports growing businesses with practical, actionable guidance.
Accounting Leader
Thao Porter is an experienced accounting leader with over a decade of expertise supporting growing companies across SaaS, manufacturing, construction, consumer packaged goods, retail, and franchise industries. As the Accounting Leader at Porter Accounting LLC, she specializes in GAAP reporting, revenue recognition under ASC 606, ERP implementations, and audit readiness. Thao has a proven track record of streamlining close processes, improving cash flow, and strengthening internal controls for the businesses she serves. She partners closely with executive teams to enhance financial visibility and support strategic decision-making, helping clients move beyond basic bookkeeping toward clear, actionable financial insight. Holding a Master of Science in Accounting, Thao is committed to delivering practical, high-quality financial guidance to growing businesses throughout the United States, ensuring every client gains confidence in their numbers and their path forward.
Porter Accounting LLC provides monthly bookkeeping, transaction categorization, bank and credit card reconciliations, monthly financial statements, payroll support, catch-up and cleanup bookkeeping, controller services, and broader financial advisory support. Depending on the business, services can also include cash-flow forecasting, budgeting, ERP implementation, audit preparation, GAAP reporting, and revenue recognition support.
Talk with Porter Accounting LLC about your records, reporting, and financial goals.
Virtual accounting support is available across the United States, with appointments in selected California areas.
United States
Virtual Coverage
San Francisco
Appointment Area
Virtual & In-Person
Service Format
Ask about virtual service options for your business and accounting needs.
Share your bookkeeping needs and business goals to discuss a support plan, from monthly books to controller or CFO guidance.
To help us assist you faster, please include the reason for your message so the relevant team can reach out as soon as possible.
To help us assist you faster, please include the reason for your message so the relevant team can reach out as soon as possible.