Fractional CFO & Controller Services in Waterloo
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Waterloo 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:
AP/AR workflows are cleaner under controller review.
- Martin B, COO
Their anomaly detection flagged a $250k error.
- Evan D, Group Accountant
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Frequently Asked Questions
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
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.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.