Fractional CFO & Controller Services in Balm
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Balm 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:
Fractional CFO insights improved our fundraising deck.
- Daniel C, SaaS Founder
Investor reports are consistent and professional.
- Sarah Y, Finance Manager
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Frequently Asked Questions
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
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