Fractional CFO & Controller Services in San Luis Rey
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
San Luis Rey 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:
Fractional CFO insights improved our fundraising deck.
- Daniel C, SaaS Founder
AP/AR workflows are cleaner under controller review.
- Martin B, COO
Month-end close is no longer chaos.
- Jenny F, Finance Manager
Frequently Asked Questions
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.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
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