Fractional CFO & Controller Services in Union
Outsourced controllers & CFOs to manage close, variance, and board reporting, CPA-reviewed, AI-assisted, and scalable.
Union 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:
Forecasts and scenarios are now board-ready.
Natalie S, Head of FP&A
Our board packs are now ready within 5 days post-close.
Olivia R, VP Finance
CPA oversight ensures U.S. GAAP compliance.
Felicia W, Accounting Manager
Frequently Asked Questions
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
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