Fractional CFO & Controller Services in Capistrano Beach
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Capistrano Beach 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:
Variance narratives are finally CFO-quality.
- James B, Head of FP&A
India-based team scales quickly as we add entities.
- Vikram R, Global Ops Lead
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
Frequently Asked Questions
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
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.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.