Fractional CFO & Controller Services in Crestline
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Crestline 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
Our board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Frequently Asked Questions
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
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