Fractional CFO & Controller Services in Tustin
Outsourced controllers & CFOs to manage close, variance, and board reporting, CPA-reviewed, AI-assisted, and scalable.
Tustin 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:
Forecasts and scenarios are now board-ready.
Natalie S, Head of FP&A
We finally have true finance leadership without a full-time hire.
Jason T, CEO
Controller oversight cut AP errors in half.
Lindsay T, Accounting Manager
Frequently Asked Questions
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Do you offer monthly bookkeeping in Tustin?
Yes, flat-fee monthly plans with weekly reconciliations and month-end close for Tustin clients.
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