Fractional CFO & Controller Services in Clio
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Clio 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:
Board-ready variance packs impressed investors.
- Rachel G, CFO
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Their anomaly detection flagged a $250k error.
- Evan D, Group Accountant
Frequently Asked Questions
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
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