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:
Their anomaly detection flagged a $250k error.
- Evan D, Group Accountant
They reduced our close cycle by 40%.
- Priya K, Controller
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Frequently Asked Questions
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
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.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
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