Fractional CFO & Controller Services in Winthrop
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Winthrop 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:
AP/AR workflows are cleaner under controller review.
- Martin B, COO
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
Frequently Asked Questions
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
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