Fractional CFO & Controller Services in Velma
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Velma 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:
Forecasting accuracy improved 30%.
- Emily Z, Strategic Finance Lead
Fractional CFO insights improved our fundraising deck.
- Daniel C, SaaS Founder
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
Frequently Asked Questions
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
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