Fractional CFO & Controller Services in Wharton
Outsourced controllers & CFOs to manage close, variance, and board reporting, CPA-reviewed, AI-assisted, and scalable.
Wharton 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 board packs are now ready within 5 days post-close.
Olivia R, VP Finance
Our finance team now focuses on strategy, not reconciliations.
Amanda K, CFO
Investor reports are consistent and professional.
Sarah Y, Finance Manager
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 serve public companies?
Yes, though most clients are mid-market private enterprises.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Do you offer monthly bookkeeping in Wharton?
Yes, flat-fee monthly plans with weekly reconciliations and month-end close for Wharton clients.
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
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Explore Our Fractional CFO & Controller Services Coverage
Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.