Fractional CFO & Controller Services in Unity
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Unity 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:
Controller oversight cut AP errors in half.
- Lindsay T, Accounting Manager
Their fractional CFO feels like part of our team.
- Carla M, VP Strategy
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
Frequently Asked Questions
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
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 serve public companies?
Yes, though most clients are mid-market private enterprises.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
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.