Fractional CFO & Controller Services in Carmel Valley
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Carmel Valley 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 fractional CFO feels like part of our team.
- Carla M, VP Strategy
They reduced our close cycle by 40%.
- Priya K, Controller
India-based team scales quickly as we add entities.
- Vikram R, Global Ops Lead
Frequently Asked Questions
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
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.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
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Explore Our Fractional CFO & Controller Services Coverage
Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.