Fractional CFO & Controller Services in Levant
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Levant 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:
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Variance narratives are finally CFO-quality.
- James B, Head of FP&A
Their CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
Frequently Asked Questions
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
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.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
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