Fractional CFO & Controller Services in Lake Forest
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Lake Forest 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
Controller oversight cut AP errors in half.
- Lindsay T, Accounting Manager
India-based team scales quickly as we add entities.
- Vikram R, Global Ops Lead
Frequently Asked Questions
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
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.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
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