Fractional CFO & Controller Services in Lake Geneva
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Lake Geneva 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:
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
Their fractional CFO feels like part of our team.
- Carla M, VP Strategy
Board-ready variance packs impressed investors.
- Rachel G, CFO
Frequently Asked Questions
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.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
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.