Fractional CFO & Controller Services in Annapolis
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Annapolis 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 auditors trust their reporting.
- Kevin N, Audit Liaison
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
Frequently Asked Questions
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.