Fractional CFO & Controller Services in Santa Clara
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Santa Clara 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:
AP/AR workflows are cleaner under controller review.
- Martin B, COO
Variance narratives are finally CFO-quality.
- James B, Head of FP&A
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Frequently Asked Questions
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.