Fractional CFO & Controller Services in Santa Cruz
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Santa Cruz 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:
Board-ready variance packs impressed investors.
- Rachel G, CFO
They reduced our close cycle by 40%.
- Priya K, Controller
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Frequently Asked Questions
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.