Fractional CFO & Controller Services in Holt
Outsourced controllers & CFOs to manage close, variance, and board reporting, CPA-reviewed, AI-assisted, and scalable.
Holt 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:
Investor reports are consistent and professional.
Sarah Y, Finance Manager
Audit adjustments dropped significantly.
Hugo P, Compliance Director
Month-end close is no longer chaos.
Jenny F, Finance Manager
Frequently Asked Questions
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.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
How fast can you start in Holt?
Most accounts go live within 2–3 business days after onboarding.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
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Explore Our Fractional CFO & Controller Services Coverage
Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.