Fractional CFO & Controller Services in Orinda
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Orinda 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:
India-based team scales quickly as we add entities.
- Vikram R, Global Ops Lead
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Forecasting accuracy improved 30%.
- Emily Z, Strategic Finance Lead
Frequently Asked Questions
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
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.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
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.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.