Fractional CFO & Controller Services in Whiteoak
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Whiteoak 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:
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Their CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
Controller oversight cut AP errors in half.
- Lindsay T, Accounting Manager
Frequently Asked Questions
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.