Fractional CFO & Controller Services in Dana Point
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Dana Point 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:
Our board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
Their fractional CFO feels like part of our team.
- Carla M, VP Strategy
India-based team scales quickly as we add entities.
- Vikram R, Global Ops Lead
Frequently Asked Questions
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.