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:
CPA oversight ensures U.S. GAAP compliance.
- Felicia W, Accounting Manager
Audit adjustments dropped significantly.
- Hugo P, Compliance Director
Their anomaly detection flagged a $250k error.
- Evan D, Group Accountant
Frequently Asked Questions
What does an outsourced controller do?
Oversees reconciliations, month-end close, compliance, and ensures accuracy in financials.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
Do you support ASC 606 and revenue recognition?
Yes, with controller oversight.
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.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
What’s your pricing model?
Flat monthly retainer, based on controller/CFO scope.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.