Fractional CFO & Controller Services in Shrub Oak

Outsourced controllers & CFOs to manage close, variance, and board reporting, CPA-reviewed, AI-assisted, and scalable.

Businesses in Shrub Oak rely on Controller and Fractional CFO services when they need financial leadership but aren’t ready to build a full internal finance department. Our team provides budgeting, forecasting, month-end oversight, internal controls, and cash-flow strategy, ensuring your Shrub Oak company operates with financial clarity and discipline.

We refresh your Shrub Oak finance stack by rebuilding financial reports, improving close processes, tightening approval workflows, and implementing meaningful KPIs. Your leadership team receives clear monthly insights instead of reactive year-end catch-ups. Our CFO oversight ensures AP, AR, and bookkeeping activity flow into accurate, timely financials every month.

Shrub Oak 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

Forecasts and scenarios are now board-ready.

Natalie S, Head of FP&A

Our board packs are now ready within 5 days post-close.

Olivia R, VP Finance

Trusted by thousands of businesses, see what our customers say.

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Frequently Asked Questions

Do you support ASC 606 and revenue recognition?

Yes, with controller oversight.

Are your bookkeepers local to Shrub Oak?

Our team operates remotely but assigns a dedicated manager in your time zone.

Do you help with financial forecasting?

Yes, scenario planning and cash flow modeling.

Do you handle audit preparation?

Yes, we prepare clean audit-ready packs.

Do you offer virtual meetings for Shrub Oak clients?

Yes, Zoom and Teams available for monthly reviews.

What’s your pricing model?

Flat monthly retainer, based on controller/CFO scope.

Do you cover cash flow management?

Yes, forecasts and variance monitoring.

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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.

Your Business Runs on Cash-Not Just Profit

Shrub Oak-based companies typically connect CFO services with AP Outsourcing for spend governance, AR Outsourcing for collections and cash management, and Multi-Entity Consolidation when multiple locations or subsidiaries operate under one umbrella. Industries like SaaS, healthcare, construction, eCommerce, and manufacturing often integrate ASC 606, Job Costing, Sales Tax Compliance, or Inventory Accounting to align operational data with financial strategy. Your Shrub Oak business gains a full financial framework—not just reporting.