Fractional CFO & Controller Services in Levelock
Outsourced controllers & CFOs to manage close, variance, and board reporting, CPA-reviewed, AI-assisted, and scalable.
Levelock enterprises (finance, healthcare, SaaS) require board-ready reporting.
Client Reviews
We support business owners across the country with reliable, remote bookkeeping. Here’s what a few of them say:
Fractional CFO insights improved our fundraising deck.
Daniel C, SaaS Founder
Their anomaly detection flagged a $250k error.
Evan D, Group Accountant
We finally have true finance leadership without a full-time hire.
Jason T, CEO
Frequently Asked Questions
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
Do you offer virtual meetings for Levelock clients?
Yes, Zoom and Teams available for monthly reviews.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
Can you provide both controller and CFO support together?
Yes, we combine oversight and strategy in one engagement.
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Explore Our Fractional CFO & Controller Services Coverage
Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.