Need CFO-Level Services
without a CFO Salary Price Tag?

Do you need help in financial areas such as cash flow, interpreting financial statements, or setting up key performance metrics?

Is your business too small for a full time CFO, yet in increasing need of more financial expertise and guidance?

Could you use professional accounting and financial advice in your small business?

If you said yes to any of these questions, then you may benefit from our CFO services.  We can help you fill in the missing management-level gaps in your accounting team without you having to pay expensive full time executive level salaries.

Comprehensive Accounting Services

We offer a comprehensive set of financial services which include write up (bookkeeping), financial statement preparation, tax compliance, and analysis of opportunities to help your business grow.

“Peter is a detail-oriented manager who watches the balance sheet like a hawk without losing sight of the strategic objective” – Dave Cherry, Manager at Riviera Beverages LLC

“If you’re looking for a world-class “numbers” professional who also has a personality, this is your guy. Peter has been a good friend of mine for many years and has proven to be there whenever I needed him. Peter is top-notch, and highly recommended.” – John V. Lillywhite Sr., Founder / Referral Consultant at Endurance Referrals and Introductions

“Peter has tremendous vision and expertise in all phases of accounting, payroll and strategic financial planning. His guidance and recomendation is something we’ll never be without.” – Ric Lerma

Keeping the Cash Flowing

One of the most challenging tasks of small business owners is managing their cash balances.  We can help you get the right tools in place so you can stay on top of your cash.  Whether it’s setting up the right reporting, creating forecasts, or preparing a loan package for your local bank, we can help you keep your cash flowing.

Behind the Controls

Small business accounting functions often lack the internal controls and procedures to help prevent fraud, theft, and other risks to your hard-earned assets.  That means your business assets, from cash to inventory to receivables, could be at greater risk of being mis-handled.
We can review the duties of each bookkeeper and make suggestions to procedure changes that will lower your risk and help you better protect your business assets.

Profitability Analysis

Do you wonder which product or service line is the most profitable for you?  We can perform an analysis of profitability by location, product, employee, or whatever grouping is meaningful for you.  This information will help you make better decisions about your revenue mix and make your business more profitable in the long term.

Planning and Budgeting

Do you know exactly what you want your business to look like in three to five years, but are not sure how to get there?  We can help you make sense of the financial piece of planning so you can achieve your dreams.
In the short term, we can also help you create a budget for your business so you can control expenses and see where you stand relative to your goals.

Staff Training

If you don’t have the time or expertise to train your bookkeeping or accounting staff, we can provide the training they need to become proficient in their accounting duties.

Sounding Board

It can be difficult to find good advice when you are in business for yourself.  Friends and spouses who are not self-employed don’t often understand the decisions we make.  As a fellow small business owner, we can act as a sounding board for your business ideas.

Complimentary Consultation

Give us a call at (949) 502-4680 or email us at to find out more or to set up your complimentary consultation.

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