Fractional CFO & Controller Services in Portola Valley
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Portola Valley 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:
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
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
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
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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.