Professional CFO Services In Los Angeles
That Drive Strategic Growth.
Get strategic CFO services, financial planning, and growth advisory for a fraction of the cost of a full-time CFO.
Industry Leader
20+ Years Serving Businesses Nationwide.
QuickBooks Certified
Official QuickBooks ProAdvisor.
Quality Guarantee
100% Accurate, Audit-Ready Books.
Growing Businesses Need
Strategic Financial Leadership.
You've grown past basic bookkeeping but can't justify a $200K+ CFO salary. You need:
- Strategic financial planning, not just historical reports.
- Cash flow forecasting to avoid surprises.
- KPI tracking to measure what matters.
- Expert guidance on growth decisions.
- Someone to translate numbers into strategy.
- Paying massive hourly rates to CPAs who only look backward.
- Feeling isolated in making massive financial decisions.
- Losing sleep over cash flow crunches.
The Solution
Fractional CFO services that give you high-level financial leadership at a fraction of the cost.
I provide the exact same advanced strategic guidance as a $250k/year executive, but you only pay for the time you need. It's the most cost-effective way to scale your business with confidence, far cheaper than traditional consulting firms.
How We Guide
Your Financial Future?
We act as your strategic financial partner, embedding ourselves in your business to provide the high-level insights needed to maximize profitability, manage cash flow, and accelerate growth.
1. Financial Modeling & Forecasting
I build dynamic financial models that project your cash flow, revenue, and expenses 12-36 months into the future.
2. KPI Tracking & Dashboards
I identify the 5-7 metrics that actually matter to your business and build real-time dashboards to track them.
3. Strategic Advisory Meetings
I hold monthly or weekly executive meetings to review performance, adjust strategy, and make data-driven decisions.
4. Capital & Fundraising Support
I help you prepare for funding rounds, negotiate with banks, and structure debt or equity to fuel expansion.
Comprehensive
CFO Services.
Strategic Planning & Analysis
Annual business planning and budgeting. 3-5 year financial projections. Scenario modeling and 'what-if' analysis. Growth strategy development. Market analysis and competitive positioning. Business model optimization. Pricing strategy analysis.
Explore Strategic Planning & AnalysisCash Flow Management
13-week cash flow forecasting. Working capital optimization. Cash flow improvement strategies. Accounts receivable management. Vendor payment optimization. Banking relationship management. Line of credit management.
Explore Cash Flow ManagementFinancial Reporting & KPI's
Executive dashboard creation. KPI selection and tracking. Monthly management reports. Variance analysis (budget vs. actual). Departmental P&L reporting. Project/product profitability analysis. Custom reporting for stakeholders.
Explore Financial Reporting & KPI'sAdvisory & Consulting
Monthly or bi-weekly strategy meetings. Business performance reviews. Decision support and analysis. Risk assessment and mitigation. Process improvement recommendations. Team financial training. Board presentation preparation.
Explore Advisory & ConsultingGrowth & Funding Support
Funding strategy and preparation. Investor pitch deck financial support. Bank loan application preparation. Financial due diligence support. Business valuation guidance. Acquisition target analysis. Exit planning and preparation.
Explore Growth & Funding SupportAdvanced Financial Services
Profitability analysis by customer/product/service. Break-even analysis. Capital expenditure analysis and ROI. Inventory optimization (for product businesses). Unit economics analysis. Customer lifetime value (LTV) calculations. Customer acquisition cost (CAC) analysis.
Explore Advanced Financial ServicesPerfect For
These Businesses.
Growing Businesses ($500K-$10M revenue)
You've outgrown basic bookkeeping and need strategic financial leadership to scale.
Businesses Seeking Funding
Prepare for bank loans, investor funding, or acquisition with strong financials and projections.
Profitable But Uncertain Companies
You're making money but don't understand your true profitability or where to focus next.
Companies with Complex Financials
Multiple locations, entities, products, or revenue streams that need sophisticated analysis.
What's the Difference Between a
Bookkeeper and a CFO?
Bookkeeper
- Records historical transactions.
- Prepares financial statements.
- Ensures accuracy.
- Looks backward.
CFO
- Analyzes financial data.
- Creates forecasts and budgets.
- Provides strategic guidance.
- Looks forward.
You Need Both: Bookkeeping tracks where you've been. CFO services guide where you're going. I provide both.
Is Your Business Ready
for a CFO?
Take this quick 5-question quiz to determine if your business has reached the complexity level where a fractional CFO is necessary for continued growth.
Does your business generate over $500,000 in annual revenue?
CFO Savings Estimator
Adjust the sliders below to see how much you can save by partnering with a fractional CFO instead of hiring in-house.
Cost Comparison
The FIG
Standard
Rigorous excellence in every aspect of our practice. We hold ourselves to the highest possible standards to ensure your financial success.
Absolute Confidentiality
Your financial data is your most sensitive asset. We employ bank-level security and strict protocols to protect your privacy at all times.
Proactive Strategy
We don't just record history; we shape your financial future. Our forward-looking approach anticipates challenges and seizes opportunities.
Meticulous Precision
In wealth management and tax strategy, every detail matters. We deliver error-free financial reporting and bulletproof compliance.
Deep Expertise
Years of experience navigating complex corporate structures, and high-net-worth tax scenarios.
Frequently Asked Questions.
Find answers to common questions about our bookkeeping, accounting, and CFO advisory services.
Ask a Different QuestionRelated
Services.
Bookkeeping Services
CFO services require accurate bookkeeping. We provide both.
Explore Bookkeeping ServicesReady to fix your business finances?
We are here to help. Book your 1-on-1 free call and talk to a real person, not a ticket system. SEND US A MESSAGE
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Contact Information
11400 West Olympic Blvd
Los Angeles, CA 90064
Mon-Fri: 9am-6pm PT
Sat: By appointment
Sun: Closed