Fractional CFO & Controller Services in Lake Forest
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Lake Forest 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:
Our board packs are now ready within 5 days post-close.
- Olivia R, VP Finance
AP/AR workflows are cleaner under controller review.
- Martin B, COO
Fractional CFO insights improved our fundraising deck.
- Daniel C, SaaS Founder
Frequently Asked Questions
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
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