Fractional CFO & Controller Services in Santa Rosa
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Santa Rosa 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 CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
India-based team scales quickly as we add entities.
- Vikram R, Global Ops Lead
Variance narratives are finally CFO-quality.
- James B, Head of FP&A
Frequently Asked Questions
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
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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.