Fractional CFO & Controller Services in Rancho Santa Margarita
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Rancho Santa Margarita 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
Forecasting accuracy improved 30%.
- Emily Z, Strategic Finance Lead
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
Frequently Asked Questions
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
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