Fractional CFO & Controller Services in Monticello
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Monticello 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:
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
India-based team scales quickly as we add entities.
- Vikram R, Global Ops Lead
Frequently Asked Questions
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
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.
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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.