Fractional CFO & Controller Services in Lummi Island
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Lummi Island 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:
Their fractional CFO feels like part of our team.
- Carla M, VP Strategy
AP/AR workflows are cleaner under controller review.
- Martin B, COO
Controller oversight cut AP errors in half.
- Lindsay T, Accounting Manager
Frequently Asked Questions
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
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