Fractional CFO & Controller Services in Oakdale
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Oakdale 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 auditors trust their reporting.
- Kevin N, Audit Liaison
Our board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
India-based team scales quickly as we add entities.
- Vikram R, Global Ops Lead
Frequently Asked Questions
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.