Fractional CFO & Controller Services in Waterloo
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Waterloo 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
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Frequently Asked Questions
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.