Fractional CFO & Controller Services in Whittier
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Whittier 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:
Our finance team now focuses on strategy, not reconciliations.
- Amanda K, CFO
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Frequently Asked Questions
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
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.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
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.