Our Livermore office serves growing businesses across the Tri-Valley and nearby cities. We act as your part-time controller, owning the books, the month-end close and your financial reporting.

In-person meetings are by appointment only.

How we help local businesses

Tri-Valley companies rely on us for fractional controllership, ERP project management and bookkeeping support, with CFO-level oversight at a fraction of the cost of a full-time hire.

• Fractional controllership and month-end close
• NetSuite, QuickBooks and Sage Intacct implementation
• Financial reporting, KPI dashboards and advisory
• Bookkeeping support and AI automation

Ready to talk with a fractional controller?

Schedule a free consultation and we will talk through where your finances are today.