Fractional CFO & Controller Services in Palm Beach
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Palm Beach 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
Their fractional CFO feels like part of our team.
- Carla M, VP Strategy
Our board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
Frequently Asked Questions
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.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.