Fractional CFO & Controller Services in Pleasanton
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Pleasanton 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:
Their fractional CFO feels like part of our team.
- Carla M, VP Strategy
Their anomaly detection flagged a $250k error.
- Evan D, Group Accountant
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Frequently Asked Questions
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
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