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Fractional CFO & Controller Services in Fidelity

Outsourced controllers & CFOs to manage close, variance, and board reporting, CPA-reviewed, AI-assisted, and scalable.

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Businesses in Fidelity rely on Controller and Fractional CFO services when they need financial leadership but aren’t ready to build a full internal finance department. Our team provides budgeting, forecasting, month-end oversight, internal controls, and cash-flow strategy, ensuring your Fidelity company operates with financial clarity and discipline.
We refresh your Fidelity finance stack by rebuilding financial reports, improving close processes, tightening approval workflows, and implementing meaningful KPIs. Your leadership team receives clear monthly insights instead of reactive year-end catch-ups. Our CFO oversight ensures AP, AR, and bookkeeping activity flow into accurate, timely financials every month.
  • tick Fidelity 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:

Board-ready variance packs impressed investors.

Rachel G, CFO

Controller oversight cut AP errors in half.

Lindsay T, Accounting Manager

Variance narratives are finally CFO-quality.

James B, Head of FP&A

Trusted by thousands of businesses, see what our customers say.

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Frequently Asked Questions

Yes, with controller oversight.

Yes, though most clients are mid-market private enterprises.

Our team operates remotely but assigns a dedicated manager in your time zone.

Our team operates remotely but assigns a dedicated manager in your time zone.

Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.

Yes, we deliver reports that integrate directly with CPA tax software.

Yes, fractional CFOs assist with board/investor materials.

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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.

Your Business Runs on Cash-Not Just Profit

Fidelity-based companies typically connect CFO services with AP Outsourcing for spend governance, AR Outsourcing for collections and cash management, and Multi-Entity Consolidation when multiple locations or subsidiaries operate under one umbrella. Industries like SaaS, healthcare, construction, eCommerce, and manufacturing often integrate ASC 606, Job Costing, Sales Tax Compliance, or Inventory Accounting to align operational data with financial strategy. Your Fidelity business gains a full financial framework—not just reporting.
  1. Enterprise Controller Fractional CFO
  2. Illinois
  3. Fidelity