Fractional CFO & Controller Services in Cortez

Outsourced controllers & CFOs to manage close, variance, and board reporting, CPA-reviewed, AI-assisted, and scalable.

Businesses in Cortez rely on Controller and Fractional CFO services when they need financial leadership but aren’t ready to build a full internal finance department. Our team provides budgeting, forecasting, month-end oversight, internal controls, and cash-flow strategy, ensuring your Cortez company operates with financial clarity and discipline.

We refresh your Cortez finance stack by rebuilding financial reports, improving close processes, tightening approval workflows, and implementing meaningful KPIs. Your leadership team receives clear monthly insights instead of reactive year-end catch-ups. Our CFO oversight ensures AP, AR, and bookkeeping activity flow into accurate, timely financials every month.

Cortez 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:

Their fractional CFO feels like part of our team.

Carla M, VP Strategy

Our auditors trust their reporting.

Kevin N, Audit Liaison

Our board packs are now ready within 5 days post-close.

Olivia R, VP Finance

Trusted by thousands of businesses, see what our customers say.

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Frequently Asked Questions

Do you offer virtual meetings for Cortez clients?

Yes, Zoom and Teams available for monthly reviews.

Do you offer monthly bookkeeping in Cortez?

Yes, flat-fee monthly plans with weekly reconciliations and month-end close for Cortez clients.

Do you work with CPAs in Florida?

Yes, we deliver reports that integrate directly with CPA tax software.

What is a fractional CFO?

A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.

What industries do you serve?

SaaS, ecommerce, construction, healthcare, manufacturing, professional services.

Can you provide both controller and CFO support together?

Yes, we combine oversight and strategy in one engagement.

Do you serve public companies?

Yes, though most clients are mid-market private enterprises.

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Explore Our Fractional CFO & Controller Services Coverage

Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.

Your Business Runs on Cash-Not Just Profit

Cortez-based companies typically connect CFO services with AP Outsourcing for spend governance, AR Outsourcing for collections and cash management, and Multi-Entity Consolidation when multiple locations or subsidiaries operate under one umbrella. Industries like SaaS, healthcare, construction, eCommerce, and manufacturing often integrate ASC 606, Job Costing, Sales Tax Compliance, or Inventory Accounting to align operational data with financial strategy. Your Cortez business gains a full financial framework—not just reporting.