Fractional CFO & Controller Services in Fullerton
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Fullerton 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:
Their fractional CFO feels like part of our team.
- Carla M, VP Strategy
Fractional CFO insights improved our fundraising deck.
- Daniel C, SaaS Founder
AP/AR workflows are cleaner under controller review.
- Martin B, COO
Frequently Asked Questions
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
How do you ensure financial data security?
Bank-level encryption, RBAC, MFA, and SOC-ready systems.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.