Fractional CFO & Controller Services in Monterey
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Monterey 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:
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
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
Frequently Asked Questions
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.