Fractional CFO & Controller Services in Lakeside
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Lakeside 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:
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
Investor reports are consistent and professional.
- Sarah Y, Finance Manager
Frequently Asked Questions
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.