Fractional CFO & Controller Services in Lake Preston
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Lake Preston 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
Our auditors trust their reporting.
- Kevin N, Audit Liaison
Their anomaly detection flagged a $250k error.
- Evan D, Group Accountant
Frequently Asked Questions
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.