Fractional CFO & Controller Services in Surrency
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Surrency 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 board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Their CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
Frequently Asked Questions
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
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.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
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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.