Fractional CFO & Controller Services in San Rafael
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
San Rafael 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:
Month-end close is no longer chaos.
- Jenny F, Finance Manager
They reduced our close cycle by 40%.
- Priya K, Controller
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Frequently Asked Questions
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
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.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
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Explore Our Fractional CFO & Controller Services Coverage
Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.