Fractional CFO & Controller Services in Summit
Outsourced controllers & CFOs to manage close, variance, and board reporting, CPA-reviewed, AI-assisted, and scalable.
Summit 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
Investor reports are consistent and professional.
Sarah Y, Finance Manager
AP/AR workflows are cleaner under controller review.
Martin B, COO
Frequently Asked Questions
Are your bookkeepers local to Summit?
Our team operates remotely but assigns a dedicated manager in your time zone.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Do you offer virtual meetings for Summit clients?
Yes, Zoom and Teams available for monthly reviews.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
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Explore Our Fractional CFO & Controller Services Coverage
Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.