Fractional CFO & Controller Services in Shamrock
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Shamrock 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 auditors trust their reporting.
- Kevin N, Audit Liaison
Their fractional CFO feels like part of our team.
- Carla M, VP Strategy
Board-ready variance packs impressed investors.
- Rachel G, CFO
Frequently Asked Questions
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
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