Fractional CFO & Controller Services in Potter Valley
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Potter 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
AP/AR workflows are cleaner under controller review.
- Martin B, COO
Their CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
Frequently Asked Questions
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
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