Outsourced CFO · Pasadena & San Gabriel Valley
Forecast.Budget.Grow with confidence.
Cash flow forecasting, budgeting and KPI reporting from a CPA — for growing businesses in Pasadena and the San Gabriel Valley.
Outsourced CFO
CFO-level thinking for growing businesses — without a full-time hire.
What this includes:
- Cash flow forecasting
- Annual budgeting with monthly tracking against actuals
- Profitability analysis by product, service or client
- KPI dashboards with the numbers that matter most
- Monthly or quarterly review meetings
- On-call support when big decisions come up
We build the forecasts, budgets and KPI reports your business needs, then meet with you regularly to turn those numbers into decisions.
Because your CFO is also your CPA, every recommendation considers the tax impact — so growth decisions and tax strategy move in the same direction.
Growing, but flying blind?
If your business has outgrown basic bookkeeping, you need someone turning your numbers into decisions.
Sound familiar?
- Revenue is up, but you're not sure where the cash went.
- Your CPA files your taxes but never helps you plan the business.
- Hiring, pricing and expansion decisions are based on gut feel.
- Reports arrive late, if at all — and don't answer your questions.
- A full-time CFO isn't in the budget.
See shortfalls and surpluses months in advance.
Hiring, pricing, financing and expansion backed by real numbers.
How it all fits together
One connected approach to your finances
Tax planning, tax preparation and accounting aren’t separate services here — they’re one system, run by one CPA.
When we keep your books, we see the details that drive your strategy. When we prepare your return, we’re carrying out the plan we built together. And when we advise you, we’re working from real numbers — not guesses.
- Fewer surprises
- More opportunities
- A CPA who actually knows your business
How it works
A simple process, with you in the loop at every step.
Frequently asked questions
Straight answers before you book.
What is the difference between a bookkeeper, a CPA and an outsourced CFO?
A bookkeeper records what happened. A CPA handles taxes and compliance. An outsourced CFO uses your numbers to plan what happens next. Here, you get all three from one source.
Do my books need to be clean first?
Accurate books are essential for useful reporting. If yours need work, we start with a cleanup.
Ready to see what you could be keeping?
Book a consultation and tell us about your business and tax situation. We’ll review it and let you know whether we’re a good fit.
Serving Pasadena, San Marino, La Cañada Flintridge, Arcadia, Sierra Madre, South Pasadena, Altadena, Monrovia, Bradbury, Glendora, Claremont, Diamond Bar and Walnut — and clients throughout California virtually.
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