Fractional CFO & Controller Services in Saint David
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Saint David 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:
They reduced our close cycle by 40%.
- Priya K, Controller
Our board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Frequently Asked Questions
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
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