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:
Their fractional CFO feels like part of our team.
- Carla M, VP Strategy
Month-end close is no longer chaos.
- Jenny F, Finance Manager
Our auditors trust their reporting.
- Kevin N, Audit Liaison
Frequently Asked Questions
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
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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.