Fractional CFO & Controller Services in Holgate
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Holgate 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
Investor reports are consistent and professional.
- Sarah Y, Finance Manager
Variance narratives are finally CFO-quality.
- James B, Head of FP&A
Frequently Asked Questions
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
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