Fractional CFO & Controller Services in Waterloo
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Waterloo 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:
Controller oversight cut AP errors in half.
- Lindsay T, Accounting Manager
Our board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
Board-ready variance packs impressed investors.
- Rachel G, CFO
Frequently Asked Questions
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.