Use cases / People · Finance & Accounting
Find a fractional controller. Checked against your brief.
Describe the role in one sentence. Ordren finds individual professionals, reads their own sites and public profiles, and labels each requirement with the sentence that supports it.
Start from this brief
Fractional controller with SaaS revenue recognition experience. Remote.
Draft my briefFractional controller with SaaS revenue recognition experience. Remote, about ten hours a week. CPA preferred.
Ordren heard
- Fractional controller primary
- SaaS revenue recognition
- Remote
- CPA
- Hourly rate to ask
- Availability to ask
01 — How to vet a fractional controller
What a controller’s own pages can prove. What their site can prove. And what you will have to ask. What you still ask.
RequirementWhere controllers usually state it
- Fractional or part-time work
- Their own site or public profile: the words fractional, part-time or contract, and the hours they take on.
- SaaS and revenue recognition
- A services page or work history that names subscription revenue, deferred revenue or ASC 606.
- CPA license
- A bio or profile that says CPA and the state. Ordren shows the sentence it found and does not check the license itself. Confirm it with the state board of accountancy.
- Remote or on site
- The About or contact page, where they say how and where they work with clients.
- Company stage and systems
- A services page: the size of company they work with and the accounting systems they know.
Ordren checks, on their own pages
- Takes fractional work
- SaaS revenue recognition
- CPA license
- Remote work
- Stage and systems
You ask, in the outreach draft
- Rate
- Availability
- SaaS references
- Who does the work
02 — A sample controller shortlist
Eight controllers assessed. Four must-haves each. Eight controllers, four must-haves each.
Sample data · Fictional people
Shortlist · Sample data
Fractional controller, SaaS, remote
8 assessed · 4 must-haves each
- 14 found
- 8 assessed
- 24 pages read
Dana W.
4 of 4 checkable must-haves verified · 2 to ask
Verified · SaaS revenue recognition
The supporting sentence, found on Dana W.’s own site in a stored copy of the page.
“I build ASC 606 revenue schedules for subscription and usage-based contracts.”
dana-w.example/services Open stored copy
Priya N.
2 of 4 checkable must-haves verified · 2 to ask
Verified · Fractional controller
The supporting sentence, found on Priya N.’s own site in a stored copy of the page.
“Part-time controller and month-end close for early-stage companies.”
priya-n.example/services Open stored copy
Marcus B.
2 of 4 checkable must-haves verified · 2 to ask · 1 not met
Verified · Fractional controller
The supporting sentence, found on Marcus B.’s own site in a stored copy of the page.
“Outsourced controller services for restaurants and retailers.”
marcus-b.example/ Open stored copy
Elena S.
2 of 4 checkable must-haves verified · 2 to ask · 1 not met
Not met · Fractional controller
A sentence on Elena S.’s own site contradicts this requirement.
“I no longer take controller engagements. I work as a fractional CFO only.”
elena-s.example/services Open stored copy
People results are leads for you to contact and evaluate yourself. They are not consumer reports and may not be used to decide anyone’s eligibility for employment, credit, insurance or housing.
03 — Outreach questions for a controller
The gaps become your first email.
Every Unknown for a shortlisted controller becomes a numbered question in an outreach draft. You open it in your own email and send it yourself. Ordren contacts nobody.
Sample draft · To Priya N.
We are a SaaS company looking for a fractional controller for about ten hours a week. Before we set up a call, could you confirm three things?
-
Do you work with clients remotely? Do you work remotely?
-
Are you a licensed CPA, and in which state? Licensed CPA, which state?
-
What is your hourly rate, and when could you start? Rate and start date?
Open in your email Sample draft · You send every message
You send it from your own email. Ordren contacts nobody.