Outsourced Controller/CFO Services

For growing businesses needing financial expertise, but do not yet require a full- time CFO, we offer outsourced controllership services. Depend on us for custom, sophisticated financial strategies that fit the needs of your business, and positively impact your bottom line. As an Outsourced Controller, we help identify investment opportunities, develop growth plans, and manage accounting procedures.
“We look after your practice’s financial health, giving you more time to concentrate on client care and practice growth”
Let's Work Together
Money tree in jar, symbolizing financial growth.
“I have been PROFITABLE SINCE DAY ONE because Fazel taught me what I needed to look for. DON’T buy a dental practice without discussing things with him first!”
Niki Zarabian DDS
Niki Zarabian, DDS
Sherman Oaks, CA

Outsourced Controller
& CFO Services

  • Bookkeeper/Accountant Direction
  • Tax Planning/Tax Prep
  • General Ledger Maintenance
  • Accounting Systems & Controls
  • Strategic Planning/Forecasting
  • Financial Reporting/Analysis
  • Profit Improvement
  • Cash Flow Planning
  • Bank Reconciliations
  • AP & AR Maintenance
  • Payroll and Sales Tax
  • POS Software/Support
  • QB Software Training/Support
  • Liaison with Outside Consultants

Advisory or
Project-Based Work

  • Mergers/ Acquisitions
  • Business Valuation
  • Due Diligence
  • Management Coaching
  • Retirement Planning
  • Financial Planning
  • Business Planning
  • Software Review/Integration
  • Government Compliance
  • Employee Compensation/Incentives
  • Exit Strategy
  • Raising Capital
  • Risk Management
How Can We Help You?