Fractional CFO & Controller Services in Carlsbad
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Carlsbad 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:
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Investor reports are consistent and professional.
- Sarah Y, Finance Manager
Their anomaly detection flagged a $250k error.
- Evan D, Group Accountant
Frequently Asked Questions
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.