Fractional CFO & Controller Services in Santa Monica
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Santa Monica 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:
Variance narratives are finally CFO-quality.
- James B, Head of FP&A
Our board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Frequently Asked Questions
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
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.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.