Fractional CFO & Controller Services in Palo
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Palo 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:
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Our auditors trust their reporting.
- Kevin N, Audit Liaison
Frequently Asked Questions
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.