Fractional CFO & Controller Services in Winnetka
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Winnetka 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:
Their anomaly detection flagged a $250k error.
- Evan D, Group Accountant
Variance narratives are finally CFO-quality.
- James B, Head of FP&A
Controller oversight cut AP errors in half.
- Lindsay T, Accounting Manager
Frequently Asked Questions
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
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.