Strategic financial leadership when you need it. Financial strategy, fundraising support, and board-level reporting. Serving businesses in San Diego.
• Strategic partner to pressure-test your business model
• Board-ready reporting and investor materials
• Fundraising support from due diligence to close
• Expert guidance on unit economics and scaling
You're so focused on operations you can't think strategically about finance.
✓ Dedicated strategic advisory to own your financial direction
Preparing for board meetings is stressful and time-consuming.
✓ Professional board packages and presentation support
You don't have the materials or metrics investors expect.
✓ Investor-ready financials and pitch support
Deep dive into your financials and strategic goals.
Develop financial strategy and reporting cadence.
Ongoing strategic support and stakeholder management.
We tailor our approach to the unique needs of your business.
MRR/ARR
Gross Margin
Utilization Rate
Days in AR
Burn Rate
Job Margin
Food Cost %
NOI
Gross Margin
Program Expense Ratio
NOI, CAM reconciliation, property accounting. We understand the unique financial challenges of real estate businesses in San Diego.
Based in Boston, we work with companies across the country.
Looking for CFO Advisory services in San Diego, CA? We serve businesses throughout the San Diego metro area with expert financial support.
Answer a few questions and we'll recommend the perfect service level for your business.
Find My Solution →Most engagements kick off within 1-2 weeks of signing. We'll audit your current setup and begin implementation immediately.
We're experts in QuickBooks, Xero, NetSuite, and most modern accounting platforms. We'll work with your existing stack.
You'll have a dedicated team with regular check-ins. Most clients meet weekly or bi-weekly with their primary contact.
Our flat-fee packages include all routine work. We're transparent about scope and will discuss any out-of-scope requests before proceeding.
We combine CFO Advisory expertise with a deep understanding of growing businesses. We're not just processing transactions. We're your financial partner.
Yes. We specialize in Real Estate companies and understand property-level reporting. Our team knows the metrics that matter: NOI, Cap Rate.
