Fractional CFO & Controller Services in Monticello
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Monticello 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:
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
Investor reports are consistent and professional.
- Sarah Y, Finance Manager
They reduced our close cycle by 40%.
- Priya K, Controller
Frequently Asked Questions
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
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.