Fractional CFO & Controller Services in Montello
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Montello 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:
Controller oversight cut AP errors in half.
- Lindsay T, Accounting Manager
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
Their CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
Frequently Asked Questions
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.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.