Fractional CFO & Controller Services in Cotati

Outsourced controllers & CFOs to manage close, variance, and board reporting, CPA-reviewed, AI-assisted, and scalable.

Businesses in Cotati rely on Controller and Fractional CFO services when they need financial leadership but aren’t ready to build a full internal finance department. Our team provides budgeting, forecasting, month-end oversight, internal controls, and cash-flow strategy, ensuring your Cotati company operates with financial clarity and discipline.

We refresh your Cotati finance stack by rebuilding financial reports, improving close processes, tightening approval workflows, and implementing meaningful KPIs. Your leadership team receives clear monthly insights instead of reactive year-end catch-ups. Our CFO oversight ensures AP, AR, and bookkeeping activity flow into accurate, timely financials every month.

Cotati 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:

Fractional CFO insights improved our fundraising deck.

Daniel C, SaaS Founder

Forecasting accuracy improved 30%.

Emily Z, Strategic Finance Lead

Board-ready variance packs impressed investors.

Rachel G, CFO

Trusted by thousands of businesses, see what our customers say.

Read all reviews

Frequently Asked Questions

What’s the typical monthly fee in Cotati?

Most clients pay $150–$350 depending on volume.

Do you integrate with ERPs like NetSuite or SAP?

Yes, plus QuickBooks Enterprise, Dynamics, and others.

Can you manage the month-end close calendar?

Yes, we oversee and shorten close cycles.

How does AI assist controllers and CFOs?

By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.

Do you help with financial forecasting?

Yes, scenario planning and cash flow modeling.

Do you serve businesses in Cotati?

Yes, we support clients across Cotati and surrounding areas.

Can you provide both controller and CFO support together?

Yes, we combine oversight and strategy in one engagement.

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CPA-Approved Services

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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.

Your Business Runs on Cash-Not Just Profit

Cotati-based companies typically connect CFO services with AP Outsourcing for spend governance, AR Outsourcing for collections and cash management, and Multi-Entity Consolidation when multiple locations or subsidiaries operate under one umbrella. Industries like SaaS, healthcare, construction, eCommerce, and manufacturing often integrate ASC 606, Job Costing, Sales Tax Compliance, or Inventory Accounting to align operational data with financial strategy. Your Cotati business gains a full financial framework—not just reporting.