Fractional CFO & Controller Services in Charter Oak
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Charter Oak 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:
India-based team scales quickly as we add entities.
- Vikram R, Global Ops Lead
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Frequently Asked Questions
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
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.
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