Fractional CFO & Controller Services in Clio
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Clio 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
AP/AR workflows are cleaner under controller review.
- Martin B, COO
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Frequently Asked Questions
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.