Fractional CFO & Controller Services in Otis
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Otis 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
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Frequently Asked Questions
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
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.