Fractional CFO & Controller Services in Clio

Outsourced controllers & CFOs to manage close, variance, and board reporting, CPA-reviewed, AI-assisted, and scalable.

Businesses in Clio rely on Controller and Fractional CFO services when they need financial leadership but aren’t ready to build a full internal finance department. Our team provides budgeting, forecasting, month-end oversight, internal controls, and cash-flow strategy, ensuring your Clio company operates with financial clarity and discipline.

We refresh your Clio finance stack by rebuilding financial reports, improving close processes, tightening approval workflows, and implementing meaningful KPIs. Your leadership team receives clear monthly insights instead of reactive year-end catch-ups. Our CFO oversight ensures AP, AR, and bookkeeping activity flow into accurate, timely financials every month.

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:

Our board packs are now ready within 5 days post-close.

Olivia R, VP Finance

AP/AR workflows are cleaner under controller review.

Martin B, COO

Our auditors trust their reporting.

Kevin N, Audit Liaison

Trusted by thousands of businesses, see what our customers say.

Read all reviews

Frequently Asked Questions

Do you offer virtual meetings for Clio clients?

Yes, Zoom and Teams available for monthly reviews.

Can you scale with enterprise growth?

Yes, add capacity without hiring internally.

What’s the typical monthly fee in Clio?

Most clients pay $150–$350 depending on volume.

What industries do you serve?

SaaS, ecommerce, construction, healthcare, manufacturing, professional services.

Do you work with CPAs in South Carolina?

Yes, we deliver reports that integrate directly with CPA tax software.

Do you provide board-ready reporting?

Yes, including variance narratives and forecasts.

Do you help with financial forecasting?

Yes, scenario planning and cash flow modeling.

Why CPAs Trust RemoteBooksOnline

CPA-Approved Services

100% Secure & Compliant

Trusted by 5000+ Businesses

Explore Our Fractional CFO & Controller Services Coverage

Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.

Your Business Runs on Cash-Not Just Profit

Clio-based companies typically connect CFO services with AP Outsourcing for spend governance, AR Outsourcing for collections and cash management, and Multi-Entity Consolidation when multiple locations or subsidiaries operate under one umbrella. Industries like SaaS, healthcare, construction, eCommerce, and manufacturing often integrate ASC 606, Job Costing, Sales Tax Compliance, or Inventory Accounting to align operational data with financial strategy. Your Clio business gains a full financial framework—not just reporting.