Fractional CFO & Controller Services in Waldo
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Waldo 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:
Our auditors trust their reporting.
- Kevin N, Audit Liaison
Investor reports are consistent and professional.
- Sarah Y, Finance Manager
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
Frequently Asked Questions
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
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.
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.