Fractional CFO & Controller Services in Crestline
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Crestline 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:
Their CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
Investor reports are consistent and professional.
- Sarah Y, Finance Manager
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Frequently Asked Questions
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.