Fractional CFO & Controller Services in Concord
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Concord 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 anomaly detection flagged a $250k error.
- Evan D, Group Accountant
Month-end close is no longer chaos.
- Jenny F, Finance Manager
Forecasting accuracy improved 30%.
- Emily Z, Strategic Finance Lead
Frequently Asked Questions
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.