We complement your accounting team with passion..

As a fractional CFO company, we offer an experienced CFO who provides services for organizations in a part-time, retainer, or contract arrangement. The company offers an experienced CFO without the in-house cost - salary, benefits, and bonuses of a full-time CFO. We support bilingual speaking teams (English and Spanish).

Industries we provide services:

  • Property Management (multi-family and HUD based)

  • Construction

  • Service

  • Manufacturing

The role of accountants in decision-making positions is evolving, and the new generation of accountants can make a significant impact by embracing modern strategies and tools. Here are some areas we love to work with:

  • Data-Driven Insights: leverage data analytics to provide meaningful insights that help in informed decision-making. Utilize tools to analyze financial data, identify trends, and create predictive models for better planning.

  • Technology Integration: stay updated with the latest accounting software and technology. We support the following: Quickbooks Online/Desktop, SOS Inventory Management System, Sage 50/100/Inacct, Appfolio Property Management, ADP Run Payroll, Google Workspace, Microsoft 365 to name a few. Depending on clients needs we engage in other platforms to facilitate operations.

  • Cross-Functional Collaboration: collaborate with other departments like marketing, operations, and IT. Your financial expertise can contribute to more comprehensive decision-making across the organization.

  • Scenario Analysis: use financial models to conduct “what-if” scenarios. This helps in evaluation different courses of action and their potential outcomes before making a decision.

  • Risk Management: develop a deep understanding of the risks your organization faces. Assist in implementing risk management strategies to protect the business’s financial health.

  • Strategic Budgeting: Align budgets with strategic goals and adapt to changing circunstances.

Get to know our team of CPA’s/accountants.