We help companies grow. Focus on your clients, not your finances.
About Us
Focus on what your business does best. We worry about the rest. As the leading Small Business Fractional CFO and Accounting firm San Diego trusts, we manage the parts of your business that distract you from helping your clients and building your future. Our Small Business services are designed specifically for entrepreneurs who need more time to focus on growth.
A Passion for Helping Entrepreneurs
Our comprehensive suite of professional services caters to the unique needs of your business. As the most reliable San Diego CFO in the region, we provide tailored solutions that help your business thrive. From Bookkeeping and Accounting to specialized CFO Services for Small Business, we deliver expertise when you need it most.
How We Can Help
Time Savings
Peace of Mind
Lower Costs
Better Planning
Expertise
Scalability
Frequently Asked Questions
Outsourcing your back office allows you to focus on your business rather than all the activities needed to ‘run’ your business. You can trust the back office to manage your accounting and finance tasks, marketing management, and technology, and help guide you through the entrepreneurship journey. Many of our clients see a savings of 20-30 hours per month freeing them up to focus on what is more important to growing their business.
We work with many types of businesses but primarily focus on professional services firms. If you are an attorney, dentist, chiropractor, doctor, real estate agent/broker, contractor, or other professional offering your services to clients we have a suite of services available to make running your business less stressful and more profitable.
A fractional CFO, or a part-time CFO, provides high-level financial guidance on a part-time basis. Our CFO Services for Small Business help you use financial data to make informed decisions without the cost of a full-time executive.
A CFO focuses on using your financial data to make informed decisions
A fractional CFO can offer many benefits to small and medium-sized businesses that are not large enough to hire a full-time CFO.
Marketing is the backbone of getting more customers or clients. Depending on your business you might need to constantly be winning new clients while other businesses have customers returning repeatedly. Knowing the value of added clients and customers can help you shape your marketing strategy to get the amount of business that fits your goals.
Testimonials
Nick has been helping me with my finances for years. I trust him to handle my day-to-day tasks and regular reporting. I know he will give me the help I need to run my real estate business.
Nick handles everything to keep my business on track. He is my bookkeeper, payroll manager, CFO, HR manager, and IT consultant. I couldn't run my business without him. He helps me keep my business on track so I can focus on my clients.
I appreciate having Nick in my corner. When I had issues growing and understanding the needs of a growing business I knew I could rely in the advice from Nick and his Back Office.
Simply put, Nick has simplified my life. He runs payroll, keeps our monthly books, helps with tax strategies and filings, and basically does everything behind the scenes so that we can do the fun work that is going on up front. Additionally, we have saved so much money by following his advice. He is a creative thinker and full of solutions. I would not run my small businesses without him.
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