Fractional CFO & Controller Services in Lodi
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Lodi 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 finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
Forecasting accuracy improved 30%.
- Emily Z, Strategic Finance Lead
Their anomaly detection flagged a $250k error.
- Evan D, Group Accountant
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.
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 integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
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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.