Fractional CFO & Controller Services in San Marcos
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
San Marcos 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:
Their CFO support saved us during due diligence.
- Isaac V, Enterprise CFO
Their anomaly detection flagged a $250k error.
- Evan D, Group Accountant
Fractional CFO insights improved our fundraising deck.
- Daniel C, SaaS Founder
Frequently Asked Questions
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.
Do you handle international subsidiaries?
Yes, including FX consolidation and eliminations.
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
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