Fractional CFO & Controller Services in San Rafael

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

Businesses in San Rafael 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 Rafael company operates with financial clarity and discipline.

We refresh your San Rafael 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 Rafael 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:

Forecasting accuracy improved 30%.

Emily Z, Strategic Finance Lead

Audit adjustments dropped significantly.

Hugo P, Compliance Director

Month-end close is no longer chaos.

Jenny F, Finance Manager

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

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Frequently Asked Questions

Can you provide both controller and CFO support together?

Yes, we combine oversight and strategy in one engagement.

Do you offer monthly bookkeeping in San Rafael?

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

How soon can you start in San Rafael?

Usually within 2–3 business days.

Do you offer virtual meetings for San Rafael clients?

Yes, Zoom and Teams available for monthly reviews.

What’s the typical monthly fee in San Rafael?

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

What’s the average bookkeeping cost in San Rafael?

Most clients pay $150–$350 per month depending on volume and complexity.

What’s your pricing model?

Flat monthly retainer, based on controller/CFO scope.

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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 Rafael-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 Rafael business gains a full financial framework—not just reporting.