Fractional CFO & Controller Services in Monticello
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Monticello 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 CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Investor reports are consistent and professional.
- Sarah Y, Finance Manager
Frequently Asked Questions
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
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