Fractional CFO & Controller Services in Utica
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Utica 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
Their anomaly detection flagged a $250k error.
- Evan D, Group Accountant
Their CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
Frequently Asked Questions
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
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