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:
Forecasts and scenarios are now board-ready.
- Natalie S, Head of FP&A
Controller oversight cut AP errors in half.
- Lindsay T, Accounting Manager
Variance narratives are finally CFO-quality.
- James B, Head of FP&A
Frequently Asked Questions
How does AI assist controllers and CFOs?
By detecting anomalies, auto-writing variance notes, and fetching policies/contracts.
Do you integrate with ERPs like NetSuite or SAP?
Yes, plus QuickBooks Enterprise, Dynamics, and others.
What industries do you serve?
SaaS, ecommerce, construction, healthcare, manufacturing, professional services.
What is your onboarding process?
Discover → Document → Dry Run → Deliver (4D framework).
Are your outputs CPA-reviewed?
Yes, for GAAP compliance and audit readiness.
Do you help with financial forecasting?
Yes, scenario planning and cash flow modeling.
Do you serve public companies?
Yes, though most clients are mid-market private enterprises.
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