Fractional CFO & Controller Services in Carmel By The Sea
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Carmel By The Sea 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
Month-end close is no longer chaos.
- Jenny F, Finance Manager
Our board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
Frequently Asked Questions
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
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