Fractional CFO & Controller Services in Petaluma
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Petaluma 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:
Forecasting accuracy improved 30%.
- Emily Z, Strategic Finance Lead
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Their fractional CFO feels like part of our team.
- Carla M, VP Strategy
Frequently Asked Questions
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
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.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
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