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:
Investor reports are consistent and professional.
- Sarah Y, Finance Manager
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
Forecasting accuracy improved 30%.
- Emily Z, Strategic Finance Lead
Frequently Asked Questions
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.