Outsourced Controller and CFO

Thousand Oaks Outsourced CFO/Controller Having access to the financial expertise of a CFO or controller can go a long way to help your business grow and prosper. As a small business, you may not have the resources to hire a full time CFO -but you don’t need to. Our Thousand Oaks, CA CPA firm provides outsourced CFO services designed to help small businesses become more profitable.

Beyond general accounting and bookkeeping functions, an outsourced CFO or controller can help your business get to the next level through careful planning and pointed financial guidance. We offer proven financial strategies to reduce expenses, streamline operations, get a grip on cash flow, improve financial controls and increase your bottom line. This includes delivering timely, comprehensive financial data presented in a way you can easily understand and use to manage your business more efficiently.

Reliable Controller and CFO Services

We offer an initial consultation to new clients. Call us at 805-379-4869 and set up an appointment to discuss your business goals and how we can help you achieve them.

  • Financial analysis and reporting
  • Development of customized accounting systems and controls
  • Operations review
  • Cash flow planning and analysis
  • Strategic planning
  • Financial forecasting
  • Training for in-house accountants and bookkeepers
  • Comprehensive tax planning
  • Profit analysis and improvement
  • Management information audit and analysis

Advisory and Project-Based Services

  • Mergers and acquisitions
  • Raising capital
  • Due diligence
  • Risk management
  • Government compliance
  • Pricing, margins and cost analysis
  • Exit strategy planning
  • Compensation and employee incentive planning
  • Management coaching
  • Business and financial planning