Fractional CFO & Controller Services in San Lorenzo
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
San Lorenzo 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:
Investor reports are consistent and professional.
- Sarah Y, Finance Manager
Their CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
Controller oversight cut AP errors in half.
- Lindsay T, Accounting Manager
Frequently Asked Questions
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
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