TAB, LLC
Available for New Clients

Financial Leadership Without the Full-Time Cost.

Marsha Handrick brings senior-level controller and CFO expertise to small to mid-sized professional service businesses in Green Bay and beyond — on a flexible, fractional basis.

15+
Years of Experience
50+
Clients Served
$500M+
Revenue Managed
100%
Client Focused

Bringing Big-Business Finance to Small Business

Marsha Handrick is a seasoned financial professional with over 15 years of experience leading accounting and finance functions for companies ranging from startups to mid-market firms. Based in Green Bay, WI, Marsha discovered her love for financial analysis and reporting during her time as an auditor at Wipfli. This love dove further into helping small businesses when she worked for Skyline Technologies, Inc. The fluidity needed to work with small business is ever changing and keeps her on her toes! She founded her fractional controller and CFO practice to give growing businesses access to high caliber financial leadership - without the overhead of a full-time hire.

Whether your business needs cleaner books, tighter controls, a budget that actually guides decisions, or a trusted advisor to grow alongside you — Marsha delivers.

5
Systems Implemented
2
ERP Platforms
Zero
Failed Go-Lives

From QuickBooks migrations to full ERP rollouts, Marsha has led system implementations for multiple professional service businesses. Her hands-on approach covers everything from requirements gathering and vendor selection through go-live and staff training — ensuring your team is confident and your data is clean from day one. She can start at step one or get you through go-live after system selection has already happened!

CPA Qualified QuickBooks ProAdvisor ERP Implementation Specialist

Why Fractional?

  • Senior expertise at a fraction of the cost
  • No benefits, payroll taxes, or long-term commitment
  • Scales with your business needs
  • Objective, outside perspective on your finances

What a Fractional Controller and CFO Does

Core responsibilities delivered on a flexible, part-time engagement


Financial Reporting

Prepare monthly, quarterly, and annual financial statements with accuracy and clarity.

Close Process Management

Own the month-end and year-end close, ensuring timely and complete reporting.

Budgeting & Forecasting

Build annual budgets and rolling forecasts aligned with business goals.

Cash Flow Oversight

Monitor cash positions, projections, and working capital to support operations.

Audit & Tax Readiness

Coordinate with external auditors and CPAs; prepare supporting schedules.

Team Leadership

Guide and develop accounting staff; review work and set standards.

KPI & Dashboard Reporting

Track key financial metrics and present insights to leadership.

Vendor & Banking Relations

Manage relationships with lenders, banks, and key financial partners.

Systems & Process Improvement

Evaluate and optimize accounting software and workflows.


Our Services

Tailored financial leadership for growing businesses


Monthly Close & Reporting

  • Monthly P&L, balance sheet, cash flow statement
  • Variance analysis
  • Management reporting package
  • Executive summary narrative

Budgeting & Forecasting

  • Annual budget development
  • Rolling 12-month forecast
  • Scenario modeling
  • Budget vs. actual reporting

Cash Flow Management

  • 13-week cash flow forecast
  • Daily/weekly cash monitoring
  • Covenant tracking

CFO Advisory & Strategy

  • Board and investor reporting
  • Capital planning
  • M&A financial due diligence
  • KPI dashboard design

Team & Systems Support

  • Accounting team mentorship
  • Month-end close training
  • QuickBooks/ERP review
  • Process documentation

System Implementation

  • Accounting software selection & vendor evaluation
  • Full ERP and QuickBooks implementation & configuration
  • Chart of accounts design and cleanup
  • Data migration from legacy systems
  • Staff training and onboarding
  • Post-implementation support & optimization

What's Included in Your Engagement

Transparent scope so there are never surprises


Included

  • Dedicated fractional controller and CFO
  • Monthly financial close and reporting package
  • Ongoing email and phone access during business hours
  • Attendance at monthly management meetings
  • Annual budget facilitation
  • Coordination with your external CPA or auditor
  • Process documentation and recommendations
  • QuickBooks or accounting software review
  • Quarterly performance review meetings

Not Included

  • Tax preparation or tax filing (handled by your CPA)
  • Bookkeeping and data entry
  • Payroll processing
  • Legal or compliance filings
  • IT or software licensing fees
  • Out-of-scope special projects (quoted separately)
  • Audit fieldwork performed by external auditors

Need something not listed? We're happy to scope custom add-ons for your unique situation.


Engagement Pricing

Straightforward, value-based pricing — no billable hours surprises


Essentials

$1,500 /mo

Starting at

Best for: Startups & small businesses

  • Up to 8 hours/month
  • Monthly close & P&L reporting
  • Quarterly budget review
  • Email support
  • Monthly check-in call

Executive

$6,000 /mo

Starting at

Best for: Complex or high-growth businesses

  • Up to 40 hours/month
  • All Growth tier services
  • CFO advisory support
  • Board & investor reporting
  • Team mentorship
  • KPI dashboard design
  • Priority response

All engagements are month-to-month unless otherwise agreed. Custom scopes available upon request.

Not sure which tier fits? Let's talk.

Book a Free Call

What Clients Say

Brian Lange, Former CFO, SaaS Organizations

"Marsha and I worked together for six years at Skyline. One of the two best hires I have made in my entire career. We have worked together briefly in a couple companies since and have maintained our professional connection. As much as I've had the privilege of coaching/mentoring her, I have learned much from her, too! Marsha does everything well. She can execute on technical accounting needs. She can take a step back and analyze the larger picture. She is tech- and data-savvy. She contributes to strategy. And equally important as all that, she is an extreme value-add to any organization trying to raise the bar in its culture. An amazing resource for anyone who's lucky to have her!"

Mitch Weckop, Former CEO, Professional Services

"Marsha and I worked together at Skyline where she took our accounting and finance capabilities to a professional level. Her capabilities go far beyond the accounting world as she is a wonderful teammate, has high business acumen, and is an excellent communicator. We replaced our ERP system under her leadership, and without question, the implementation is the best I have seen (out of about 10 in my career). We eventually sold Skyline, and obtained a higher valuation as the acquiring firm said, 'we have high confidence in what we are buying because your finances are so buttoned down.' I would highly recommend Marsha for any SMB company looking to take a step forward in their business."

Josh Pinsonneault, Data Analytics Consultant

"I've known Marsha professionally for over 11 years, and I've always admired the dedication and care she brings to her work. Her attention to detail is exceptional, and she takes genuine pride in doing things the right way. Beyond her technical expertise, Marsha is a wonderful person to work with—collaborative, dependable, and always willing to go above and beyond. She earns the trust and respect of those around her, and I would wholeheartedly recommend her to any organization seeking a trusted financial professional."

Jim Illson, CFO

"I worked with Marsha when she was with GPL Technologies. She did excellent work in overseeing and improving the company's accounting records. In particular, she focused on analyzing and cleaning up complex intercompany transactions, and developing a process for an improved go-forward process. She won the confidence of the company's primary bank through her grasp of the financials and ability to communicate effectively."

Jason LaMine, Cofounder and Strategic Board Member at Focus

"I had the pleasure of working with Marsha Handrick during her year and a half as our Corporate Controller, and I recommend her without hesitation. Marsha played a key role in our implementation of ConnectWise PSA, making sure the system reflected how our business actually operates and that our financial data flowed cleanly from day one. Just as valuable, she gave our leadership team a clear, well-grounded understanding of the company's underlying financial health, turning the numbers into insight we could act on. What sets Marsha apart is the combination of creative, out-of-the-box thinking and real diligence. She brought fresh ideas to old problems, then did the careful work of aligning our business processes with standardized accounting workflows so the improvements actually stuck. Any organization looking for a controller who can strengthen its financial foundation while helping the business run smarter would be lucky to have Marsha on the team."

Ready to Get Started?

Schedule a free 30-minute discovery call to learn how fractional controller and CFO services can support your business.

Green Bay, WI
marshahandrick.tab@gmail.com
(262) 203-0000