Fractional CFO & Controller Services in Exchange
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Exchange 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
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Our board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
Frequently Asked Questions
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
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