Fractional CFO & Controller Services in Roosevelt
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Roosevelt 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:
AP/AR workflows are cleaner under controller review.
- Martin B, COO
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Controller oversight cut AP errors in half.
- Lindsay T, Accounting Manager
Frequently Asked Questions
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
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