Fractional CFO & Controller Services in Palisade
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Palisade 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:
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
Board-ready variance packs impressed investors.
- Rachel G, CFO
Frequently Asked Questions
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
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