Fractional CFO & Controller Services in Montezuma
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Montezuma 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
Board-ready variance packs impressed investors.
- Rachel G, CFO
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Frequently Asked Questions
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.