Fractional CFO & Controller Services in Lake Crystal
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Lake Crystal 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
Their CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Frequently Asked Questions
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
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.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.