Fractional CFO & Controller Services in Balsam
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Balsam 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 board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
They reduced our close cycle by 40%.
- Priya K, Controller
Forecasting accuracy improved 30%.
- Emily Z, Strategic Finance Lead
Frequently Asked Questions
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
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 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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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.