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:
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Board-ready variance packs impressed investors.
- Rachel G, CFO
Controller oversight cut AP errors in half.
- Lindsay T, Accounting Manager
Frequently Asked Questions
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Can you scale with enterprise growth?
Yes, add capacity without hiring internally.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.