Fractional CFO & Controller Services in San Lucas
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
San Lucas 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
Month-end close is no longer chaos.
- Jenny F, Finance Manager
AP/AR workflows are cleaner under controller review.
- Martin B, COO
Frequently Asked Questions
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
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.
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