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:
AP/AR workflows are cleaner under controller review.
- Martin B, COO
They reduced our close cycle by 40%.
- Priya K, Controller
Our auditors trust their reporting.
- Kevin N, Audit Liaison
Frequently Asked Questions
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
Do you handle audit preparation?
Yes, we prepare clean audit-ready packs.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
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.