Fractional CFO & Controller Services in San Mateo
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
San Mateo 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:
Our auditors trust their reporting.
- Kevin N, Audit Liaison
Board-ready variance packs impressed investors.
- Rachel G, CFO
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
Frequently Asked Questions
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
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.
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