Fractional CFO & Controller Services in Itasca
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Itasca 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 finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
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.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.