Fractional CFO & Controller Services in Oaks
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Oaks 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
Our board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
Our auditors trust their reporting.
- Kevin N, Audit Liaison
Frequently Asked Questions
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
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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