Fractional CFO & Controller Services in Upper Lake
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Upper Lake 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:
Board-ready variance packs impressed investors.
- Rachel G, CFO
Their fractional CFO feels like part of our team.
- Carla M, VP Strategy
India-based team scales quickly as we add entities.
- Vikram R, Global Ops Lead
Frequently Asked Questions
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
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