Fractional CFO & Controller Services in Levels
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Levels 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:
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Frequently Asked Questions
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
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.
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Explore Our Fractional CFO & Controller Services Coverage
Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.