Fractional CFO & Controller Services in Waterloo
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Waterloo 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
Forecasting accuracy improved 30%.
- Emily Z, Strategic Finance Lead
Board-ready variance packs impressed investors.
- Rachel G, CFO
Frequently Asked Questions
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.