Fractional CFO & Controller Services in Treloar
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Treloar 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:
Fractional CFO insights improved our fundraising deck.
- Daniel C, SaaS Founder
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Our auditors trust their reporting.
- Kevin N, Audit Liaison
Frequently Asked Questions
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
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.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.