Fractional CFO & Controller Services in Lodi
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Lodi 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:
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Our auditors trust their reporting.
- Kevin N, Audit Liaison
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
Frequently Asked Questions
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
Can you provide both controller and CFO support together?
Yes — we combine oversight and strategy in one engagement.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
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.