Fractional CFO & Controller Services in Montreat
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Montreat 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:
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Controller oversight cut AP errors in half.
- Lindsay T, Accounting Manager
Fractional CFO insights improved our fundraising deck.
- Daniel C, SaaS Founder
Frequently Asked Questions
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
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