Fractional CFO & Controller Services in Westmont
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Westmont 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
Their anomaly detection flagged a $250k error.
- Evan D, Group Accountant
Fractional CFO insights improved our fundraising deck.
- Daniel C, SaaS Founder
Frequently Asked Questions
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
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Explore Our Fractional CFO & Controller Services Coverage
Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.