Fractional CFO & Controller Services in Helena
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Helena 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:
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
Investor reports are consistent and professional.
- Sarah Y, Finance Manager
India-based team scales quickly as we add entities.
- Vikram R, Global Ops Lead
Frequently Asked Questions
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
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.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
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