Fractional CFO & Controller Services in Walnut Creek
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Walnut Creek 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:
Fractional CFO insights improved our fundraising deck.
- Daniel C, SaaS Founder
India-based team scales quickly as we add entities.
- Vikram R, Global Ops Lead
Their anomaly detection flagged a $250k error.
- Evan D, Group Accountant
Frequently Asked Questions
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
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.