Fractional CFO & Controller Services in Santa Cruz
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Santa Cruz 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:
Their fractional CFO feels like part of our team.
- Carla M, VP Strategy
Our board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
They reduced our close cycle by 40%.
- Priya K, Controller
Frequently Asked Questions
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.