Fractional CFO & Controller Services in Roosevelt
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Roosevelt 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
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
They reduced our close cycle by 40%.
- Priya K, Controller
Frequently Asked Questions
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
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Trusted by 5000+ Businesses Explore Our Fractional CFO & Controller Services Coverage
Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.