Fractional CFO & Controller Services in Red Oak
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Red Oak 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:
Controller oversight cut AP errors in half.
- Lindsay T, Accounting Manager
Our auditors trust their reporting.
- Kevin N, Audit Liaison
Their fractional CFO feels like part of our team.
- Carla M, VP Strategy
Frequently Asked Questions
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
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