Fractional CFO & Controller Services in Upland
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Upland 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:
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
Their CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Frequently Asked Questions
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
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