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:
Their anomaly detection flagged a $250k error.
- Evan D, Group Accountant
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
AP/AR workflows are cleaner under controller review.
- Martin B, COO
Frequently Asked Questions
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
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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.