Fractional Controller for the SF Bay Area and Tri-Valley

Your books should tell you where the business stands, not leave you guessing. If you run a growing company in Pleasanton, Livermore, Dublin, San Ramon or anywhere around the Bay Area, a fractional controller gives you senior accounting leadership without a full-time salary.

Who this is for

This service fits founders, owners and CEOs of companies with roughly $2 million to $50 million in revenue. You have outgrown a bookkeeper and a part-time accountant, but a full-time controller or CFO is not in the budget yet. Maybe month-end close drags past the 20th. Maybe your investors, lenders or board want cleaner reports. Maybe you are about to move to NetSuite, Sage Intacct or QuickBooks Enterprise and need someone to own the project.

We work with technology, professional services, media and distribution companies, and we serve clients across San Francisco, Pleasanton, San Jose, Burbank, Los Angeles and New York.

What a fractional controller does

Think of it as having a seasoned controller on your team a few days a week or a few days a month. We run the numbers, manage your accounting staff, and give you a clear view of your finances. Typical work includes:

  • Owning the month-end close, with a predictable calendar and review process
  • Producing accurate financial statements, budgets and management reports
  • Cleaning up the general ledger, reconciliations and chart of accounts
  • Setting up controls, approval workflows and expense tools like Expensify
  • Leading ERP projects on NetSuite, Sage Intacct and QuickBooks, including data migration and go-live
  • Connecting your CRM, such as Salesforce, to your accounting so data flows both ways
  • Automating repetitive back-office work with AI tools so your team spends time on analysis

You pay for the hours you need. As the company grows, we scale up, or we hand off cleanly to a full-time hire we help you recruit.

A client example

Technicon came to us with frequent posting errors and a slow close. We reorganized their accounting operations, tightened review steps and documented the process. Errors dropped by 49 percent and month-end close fell to three days. The owner now gets reliable numbers early in the month and can make decisions while they still matter.

Let's talk about your books

The first conversation is free and there is no pressure. Tell us where things hurt, and we will tell you honestly whether a fractional controller is the right fit, how many hours it would take, and what you could expect in the first 90 days. If you are looking for a fractional CFO in the Tri-Valley or a fractional controller in Pleasanton, we would love to hear from you.