Fractional CFO & Controller Services in Courtenay
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Courtenay 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:
Their CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
Our auditors trust their reporting.
- Kevin N, Audit Liaison
AP/AR workflows are cleaner under controller review.
- Martin B, COO
Frequently Asked Questions
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
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Explore Our Fractional CFO & Controller Services Coverage
Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.