Fractional CFO & Controller Services in Montezuma
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Montezuma 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:
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
Frequently Asked Questions
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
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