Fractional CFO Services

Compliance Planning

Stay ahead of regulations with structured, proactive compliance frameworks.

Entity Governance

Entity Governance

Regulatory Filing

Regulatory Filing

Documentation Audit

Documentation Audit

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About the service

As your company grows, so does the complexity of staying compliant. We manage everything from multi-entity oversight and regulatory filings to audit preparation and documentation protocols. Our systems help you avoid surprises, reduce legal exposure, and remain ready for investor reviews or IRS scrutiny. Whether it’s corporate formalities, tax filings, or financial controls, we help you meet the letter of the law—efficiently and consistently.

Our Team

Meet our team
Marc Egort

Marc Egort

Co-Founder

Marc Egort
Sam Applebaum

Sam Applebaum

Co-Founder

Sam Applebaum