Fractional CFO & Controller Services in Sorrento
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Sorrento 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:
AP/AR workflows are cleaner under controller review.
- Martin B, COO
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
Frequently Asked Questions
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 serve public companies?
Yes, though most clients are mid-market private enterprises.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.