Fractional Controller & CFO Services
CPA and finance executive with 15+ years of experience across SaaS, digital health, insurtech, and manufacturing. Senior-level financial leadership for growth-stage companies — without the overhead of a full-time hire.
Senior-level Controller and CFO expertise for growth-stage companies — providing financial clarity, clean books, and strategic guidance.
Flexible Engagements
Engagements are flexible by design — by retainer, a set number of hours per month, days per week, or on an hourly basis. Every arrangement is tailored to your stage and budget.
- Financial reporting — accurate, timely P&L, balance sheet, and cash flow statements
- Month-end close optimization — disciplined, repeatable processes that cut close time and ensure audit-ready books
- ASC 606 revenue recognition — technical depth in SaaS/software, multi-element arrangements, and non-standard contracts
- Multi-entity consolidation and international subsidiary accounting — across 10+ countries with intercompany eliminations, transfer pricing, and local regulatory reporting
- SEC filings & PCAOB audit support — 10-K, 10-Q, earnings releases, and auditor coordination
- Internal controls design & implementation — policies and procedures that reduce risk and prepare you for growth
- Budget & forecasting — rolling forecasts and annual budgets aligned to board and investor reporting
- Cash management & runway planning — weekly cash forecast models that reduce burn and extend runway
- Board & investor reporting — standardized, decision-ready reporting packages
- External audit management — from auditor selection to completion, including complex technical areas
- ERP implementation & optimization — system selection, setup, and process design from day one
Mallory Norton, CPA
Founder & Fractional Controller / CFO
Licensed CPA in Wisconsin since 2011 · UW–Madison BBA & MAcc
Mallory Norton is a CPA and finance executive with 15+ years of experience spanning public accounting, SaaS, digital health, insurtech, medical devices, and manufacturing. She has a track record of building finance functions from scratch, driving material cost savings, and leading multi-entity consolidations across 10+ countries.
Over her career, Mallory has served in Controller and VP of Finance roles across multiple high-growth companies — driving over $270k in annual cost savings, condensing close processes, and reducing operating burn by more than 50% through disciplined cash management. She began her career with three years in public accounting at a national audit firm.
Mallory is skilled in technical accounting (ASC 606), board and investor reporting, multi-entity consolidations, and strategic partnership with executive leadership across industries.
Now offering fractional Controller and CFO services to growth-stage companies that need senior financial leadership without the full-time overhead.
AICPA Member · WICPA Member
Connect on LinkedIn
Career Highlights
Cost Savings & Operational Impact
- Drove $270k+ in annual cost savings through vendor renegotiations, platform replacements, and audit firm transition
- Condensed monthly close process by one full week through process redesign and workflow improvements
- Reduced monthly operating burn by over 50% through weekly cash forecast model and disciplined cash management
- Negotiated significant contract savings across auditors, software vendors, and key service providers
- Eliminated reliance on third-party consultants by building internal Finance teams from scratch
Financial Reporting & Controls
- Built scalable month-end close and reporting frameworks across multiple high-growth companies
- Led SEC reporting including 10-K, 10-Q, and earnings releases
- Managed complex ASC 606 revenue recognition in SaaS and digital health environments
- Oversaw capitalization of internally developed software and non-standard equity arrangements
- Standardized board, investor, and lender reporting packages
- Designed authorization matrices, purchase order processes, and T&E policies that scale
Multi-Entity & International
- Managed international subsidiaries across 10+ countries including Europe, Asia, and Australia
- Transitioned financial records for multiple legal entities into a single ERP
- Set up intercompany agreements and transfer pricing with local accountants internationally
- Served as Appointed Officer of multiple legal entities and Board Director of captive insurance companies
- Coordinated regulatory and tax reporting across numerous international jurisdictions
Audit & Compliance
- Managed external audit function including PCAOB-standard audits
- Negotiated first-year financial statement audits and audit firm transitions for significant cost savings
- Managed third-party audits including worker's compensation, 401(k), and insurance
- Navigated regulated environments across digital health, medical devices, and insurance
- Maintained clean audit opinions across multiple companies and fiscal years
Leadership & Team Building
- Built Finance teams from scratch across multiple organizations, eliminating external consultant reliance
- Began career with 3 years in public accounting at a Big 4-adjacent national firm
- Absorbed HR, recruiting, compliance, and licensing duties in lean start-up environments
- Implemented benefit programs including 401(k) plans, FSAs, and international payroll
- Regular presenter to boards of directors and senior executive leadership teams
