Fractional CFO & Controller Services in Montpelier
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Montpelier 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:
Month-end close is no longer chaos.
- Jenny F, Finance Manager
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
Investor reports are consistent and professional.
- Sarah Y, Finance Manager
Frequently Asked Questions
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
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