Fractional CFO & Controller Services in San Jose
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
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
AP/AR workflows are cleaner under controller review.
- Martin B, COO
Their CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
Frequently Asked Questions
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
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