Senior finance leadership for growing California businesses — without the full-time hire. Built on the bookkeeping, payroll, and tax foundation we already run for our clients.
Clean monthly close, management reporting, KPI dashboards, and margin analysis by product or service line — numbers an owner can actually decide with.
13-week cash forecasts, AR/AP discipline, payroll planning, and scenario modeling before big commitments — leases, hires, equipment, expansion.
Entity structure reviews, owner compensation planning, retirement plan design, and multi-state nexus analysis — advisory that connects directly to the returns we file.
Financing preparation, diligence readiness, budgeting for a first controller hire, and financial hygiene ahead of a sale or partnership change.
The typical trigger points: revenue growing past the point where the owner can hold the numbers in their head; a bank or investor asking for forecasts; margins that feel thinner than they should be; or a big decision — a lease, an acquisition, a second location — that deserves modeling before signing. Because we already maintain the books and file the returns, our advisory starts from data we trust, not a cold export.
Free discovery call to scope what a monthly or quarterly cadence would look like for your business.
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