Oversight of Financial Processes & Controls
FRACTIONAL CFO • INTERNAL CONTROLS • RISK & COMPLIANCE We design, document, and monitor financial processes and internal controls that safeguard assets, reduce risk, and produce reliable reporting—so management, lenders, and auditors can trust your numbers.
Our Key Services
What We Handle
Controls and process oversight tailored to your stage, systems, and risk profile.
Our Process
Discovery
Interview owners, review current policies, and walk through systems to identify risks and pain points.
Design
Map processes, define controls and owners, set thresholds, and integrate with your tools (ERP, AP, payroll).
Implement
Publish policies/SOPs, configure roles and approvals, and train teams with checklists and templates.
Monitor
Run monthly control certifications, variance reviews, and remediation tracking with dashboards.
Improve
Quarterly tune‑ups to streamline steps, update risks, and align with growth, audit, or lender needs.