Fractional CFO & Controller Services in Waldo
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Waldo 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:
Fractional CFO insights improved our fundraising deck.
- Daniel C, SaaS Founder
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
India-based team scales quickly as we add entities.
- Vikram R, Global Ops Lead
Frequently Asked Questions
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
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.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
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