Fractional CFO & Controller Services in Utica
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Utica 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:
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
Fractional CFO insights improved our fundraising deck.
- Daniel C, SaaS Founder
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Frequently Asked Questions
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
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.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.