Fractional CFO & Controller Services in Union Lake
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Union Lake 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:
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
Their fractional CFO feels like part of our team.
- Carla M, VP Strategy
They reduced our close cycle by 40%.
- Priya K, Controller
Frequently Asked Questions
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
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