Fractional CFO & Controller Services in Oak City
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Oak City 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:
Fractional CFO insights improved our fundraising deck.
- Daniel C, SaaS Founder
Their CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Frequently Asked Questions
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 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.
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