Montecito Strategic Bookkeeping, Outsourced Accounting, & CFO Services

Bookkeeping and Accounting

When your financial life requires more than clean books, our fractional CFO services bring high-level insight, planning, and oversight tailored to your needs and goals. We act as a trusted advisor to help you forecast, model growth scenarios, manage risk, and make smart decisions across your business, investments, or philanthropic ventures.

Services include:

Gain clarity and expert guidance to make informed decisions with confidence.

Fractional Controller

Our fractional controller services deliver hands-on accounting oversight, process improvement, and deep reporting to give you a foundation for financial clarity. We support compliance, internal controls, and team efficiency so you can focus on scaling with confidence.

Services include:

• ✓ Month-end close management
• ✓ Financial statement preparation
• ✓ Budgeting & forecasting
• ✓ Process improvement & controls
• ✓ Team training & support
• ✓ Audit prep and compliance

Get structure, controls, and actionable reporting—without the full-time cost.