Fractional CFO & Controller Services in Portola
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Portola 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:
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Their fractional CFO feels like part of our team.
- Carla M, VP Strategy
Frequently Asked Questions
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
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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.