Fractional CFO & Controller Services in Clearlake Oaks
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Clearlake Oaks 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:
Forecasting accuracy improved 30%.
- Emily Z, Strategic Finance Lead
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Our board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
Frequently Asked Questions
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.