About Us

You can count on Controllership Solutions, LLC for peace of mind and productivity in your personal and business finances.

Building business is building relationships and that is the foundation of each of our client engagements. Trust, order and optimization of your records, and real-time insight into your personal and business finances will alleviate your stress and simplify your life.

Headquartered in Morristown, NJ, just 30 miles west of New York City, Controllership Solutions LLC, was founded in 2005. We carry AICPA Professional Liability Insurance of $1 million. Appointments can be scheduled onsite at your place of business or home and virtually.

Contact us to schedule an appointment now.

Meet Your Quicken Coaching Team

The Quicken Coaching team specializes in organizing and understanding your financial numbers pairing them with deep analysis to provide insights to help you navigate future financial implications.

Stephen M. Smith

Stephen M. Smith, CPA

Stephen M. Smith is a licensed CPA and the founder and principal of Controllership Solutions, LLC. Stephen has consulted with more than 500 individuals advising on an aggregated net worth of over $15 billion. He has also provided his expertise to companies experiencing double-digit revenue growth in excess of $10 million.

As your Quicken© and QuickBooks© expert, Stephen is an in-demand trainer who can help your team become self-sufficient and highly efficient in the day-to-day knowledge necessary to keep your business and personal financial interests running smoothly.

Originally from Albany, NY, Stephen graduated cum laude from State University of New York (SUNY) at Geneseo in 1999. He started his career with PricewaterhouseCoopers in New York City, working with hedge funds, broker-dealers, private equity firms, and private banking clients in the capital markets and finance industries. Stephen has also served as the controller of a manufacturing company in New Jersey.

Stephen is highly regarded as a top Quicken© expert and has mastered all QuickBooks© certifications, Smith and received the prestigious Top 100 ProAdvisor award by Insightful Accountant eight years running including the top Client Accounting Services ProAdvisor recognition.

Jon Conklin

Associate Controller, Jon Conklin

Jon joined Controllership Solutions, LLC in 2017. Jon provides bookkeeping and transaction coding for full-service clients as well as new technology implementation and functionality testing.

Originally from Vernon, New Jersey, Jon graduated Magna Cum Laude from Wilkes University in Wilkes-Barre, Pennsylvania with a degree in accounting and a minor in business administration.

Jon started his career with GenSpring Family Offices in New York City. At GenSpring, Jon was a Family Service Coordinator who worked with ultra-high net worth clients with management of their personal and business assets of $250 million up to $1 billion.

Jon is a Quicken power user and is certified in both QuickBooks Online and Desktop.

He is also a professional firefighter serving in Maplewood, New Jersey.

Why The Sundial?

Sundials have been used for millennia to track time. Seemingly simple devices, in reality, sundials draw upon the complexities of nature and our universe to quantify time. As mankind progressed, more clarity was required and accuracy was improved. Controllership Solutions LLC’s service utilizes seemingly simple software and technology to provide clarity to even the most complex portfolios. Our service translates the financial complexities of business and life into simple reports providing a real time, accurate view of where your money is and how it’s doing. So you can relax.