Fractional CFO & Controller Services in Rancho Santa Fe
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Rancho Santa Fe 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:
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
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 handle audit preparation?
Yes, we prepare clean audit-ready packs.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.