Fractional CFO & Controller Services in Fidelity
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
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:
Fractional CFO insights improved our fundraising deck.
- Daniel C, SaaS Founder
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Our auditors trust their reporting.
- Kevin N, Audit Liaison
Frequently Asked Questions
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 provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
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 help with financial forecasting?
Yes, scenario planning and cash flow modeling.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.