Fractional CFO & Controller Services in Palmer
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Palmer 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
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
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.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.