Fractional CFO & Controller Services in Shrub Oak
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
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:
Our auditors trust their reporting.
- Kevin N, Audit Liaison
AP/AR workflows are cleaner under controller review.
- Martin B, COO
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Frequently Asked Questions
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
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