Fractional CFO & Controller Services in Wheelock
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Wheelock 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:
Investor reports are consistent and professional.
- Sarah Y, Finance Manager
Their CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
Our board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
Frequently Asked Questions
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
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