Fractional CFO & Controller Services in San Jose

Outsourced controllers & CFOs to manage close, variance, and board reporting, CPA-reviewed, AI-assisted, and scalable.

Businesses in San Jose rely on Controller and Fractional CFO services when they need financial leadership but aren’t ready to build a full internal finance department. Our team provides budgeting, forecasting, month-end oversight, internal controls, and cash-flow strategy, ensuring your San Jose company operates with financial clarity and discipline.

We refresh your San Jose finance stack by rebuilding financial reports, improving close processes, tightening approval workflows, and implementing meaningful KPIs. Your leadership team receives clear monthly insights instead of reactive year-end catch-ups. Our CFO oversight ensures AP, AR, and bookkeeping activity flow into accurate, timely financials every month.

San Jose 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:

Variance narratives are finally CFO-quality.

James B, Head of FP&A

We finally have true finance leadership without a full-time hire.

Jason T, CEO

Their CFO support saved us during due diligence.

Isaac V, Enterprise CFO

Trusted by thousands of businesses, see what our customers say.

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Frequently Asked Questions

Do you offer monthly bookkeeping in San Jose?

Yes, flat-fee monthly plans with weekly reconciliations and month-end close for San Jose clients.

Do you help with financial forecasting?

Yes, scenario planning and cash flow modeling.

Do you support ASC 606 and revenue recognition?

Yes, with controller oversight.

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.

Do you provide board-ready reporting?

Yes, including variance narratives and forecasts.

What’s the typical monthly fee in San Jose?

Most clients pay $150–$350 depending on volume.

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Explore Our Fractional CFO & Controller Services Coverage

Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.

Your Business Runs on Cash-Not Just Profit

San Jose-based companies typically connect CFO services with AP Outsourcing for spend governance, AR Outsourcing for collections and cash management, and Multi-Entity Consolidation when multiple locations or subsidiaries operate under one umbrella. Industries like SaaS, healthcare, construction, eCommerce, and manufacturing often integrate ASC 606, Job Costing, Sales Tax Compliance, or Inventory Accounting to align operational data with financial strategy. Your San Jose business gains a full financial framework—not just reporting.