Fractional CFO & Controller Services in Concord
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Concord 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 finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Frequently Asked Questions
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
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