Fractional CFO & Controller Services in Montpelier
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Montpelier 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:
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
Month-end close is no longer chaos.
- Jenny F, Finance Manager
Frequently Asked Questions
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
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.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
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