Fractional CFO & Controller Services in Mount Shasta
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Mount Shasta 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:
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Variance narratives are finally CFO-quality.
- James B, Head of FP&A
Fractional CFO insights improved our fundraising deck.
- Daniel C, SaaS Founder
Frequently Asked Questions
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
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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