Fractional CFO & Controller Services in Upton
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Upton 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:
Month-end close is no longer chaos.
- Jenny F, Finance Manager
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Our auditors trust their reporting.
- Kevin N, Audit Liaison
Frequently Asked Questions
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
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