Fractional CFO & Controller Services in Santa Clara
Outsourced controllers & CFOs to manage close, variance, and board reporting, CPA-reviewed, AI-assisted, and scalable.
Santa Clara 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:
Investor reports are consistent and professional.
Sarah Y, Finance Manager
Their CFO support saved us during due diligence.
Isaac V, Enterprise CFO
Our finance team now focuses on strategy, not reconciliations.
Amanda K, CFO
Frequently Asked Questions
Do you support fundraising and investor reporting?
Yes, fractional CFOs assist with board/investor materials.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
What’s the typical monthly fee in Santa Clara?
Most clients pay $150–$350 depending on volume.
How fast can you start in Santa Clara?
Most accounts go live within 2–3 business days after onboarding.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
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Explore Our Fractional CFO & Controller Services Coverage
Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.