Fractional CFO & Controller Services in Monterey
Outsourced controllers & CFOs to manage close, variance, and board reporting — CPA-reviewed, AI-assisted, and scalable.
Monterey 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 anomaly detection flagged a $250k error.
- Evan D, Group Accountant
Controller oversight cut AP errors in half.
- Lindsay T, Accounting Manager
We finally have true finance leadership without a full-time hire.
- Jason T, CEO
Frequently Asked Questions
Can you manage the month-end close calendar?
Yes, we oversee and shorten close cycles.
What is a fractional CFO?
A CFO who works part-time/outsourced, providing strategic financial leadership without full-time cost.
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Do you provide board-ready reporting?
Yes, including variance narratives and forecasts.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
Do you cover cash flow management?
Yes, forecasts and variance monitoring.
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Offer bookkeeping under your brand with our Fractional CFO & Controller Services plus Revenue Recognition & Sales-Tax.