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:
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Investor reports are consistent and professional.
- Sarah Y, Finance Manager
Frequently Asked Questions
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
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 handle audit preparation?
Yes, we prepare clean audit-ready packs.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.