Fractional CFO & Controller Services in Agate
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Agate 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:
AP/AR workflows are cleaner under controller review.
- Martin B, COO
Their CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Frequently Asked Questions
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
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