Fractional CFO & Controller Services in Montezuma
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Montezuma 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 board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
Month-end close is no longer chaos.
- Jenny F, Finance Manager
Fractional CFO insights improved our fundraising deck.
- Daniel C, SaaS Founder
Frequently Asked Questions
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.