Our Insightful Services

Our Insightful Services


Give us 30 minutes a month and we’ll help you visualize your data to better understand your numbers. We provide a platform to help you visualize the 15 fundamental metrics that give you a scorecard of your business’s health that is better and more insightful than traditional printed reports.



Operating Margin

Return on Assets

Gross Margin

Net Margin

Return on Equity


Debt to Equity

Interest Coverage


Current Ratio

Quick Ratio


Days in Inventory

Fixed Asset Turnover

Total Asset Turnover

Account Receivable Days

Accounts Payable Days

Key Performance Indicators (KPIs)

A KPI is a measurable value that demonstrates how effectively your company is achieving key business objectives. We identify your company’s strategic, financial, and operational drivers, measure and monitor them, and visually communicate actionable insights to your team. Your data has a story to tell and we want to help tell it.

Insights vs Information

Your data contains a wealth of information. Your reports may be interesting, but not all of them are useful. We give you insights into your numbers- insights that offer meaningful, lasting value to your business. We work with most accounting and operating platforms, whether it’s Quickbooks, Excel, Sequel Database, or Google Analytics.

Cash Flow

Cash is vital to the health and survival of your business. Let us help you avoid cash flow surprises with our tools and expertise. We can predict where your money will come from and where it will go so you can manage uncertainty and reduce risk. Answer the question “What If…” by using multiple scenarios that you will see the outcomes for to confidently plan your businesses future.

Package Investment Options

We offer different packages to simplify complexity. Mix and match our different services to focus on the most urgent needs of your business. Not sure what you want? We can help with that too.

Package Investment Options

Launch Pad

Lift Off

Blast Off


Top 15 Ratios

+Monthly Report Package

+Tailored Insights From Our Team

+Benchmark Data to Compare Your Results Against Your Peers  

Cash Flow

Monthly Reporting

+3-month Forecast

Bi-weekly Reporting

+ 3-month Forecast

Weekly Reporting  

+13-week Forecast

Financial Results

Monthly Financials Review

+Action Plan

Monthly Financial
+Operational Data to Tie Action to Results

Financial & Operational Results on Weekly or Bi-weekly Schedule


Develop and Report Financial KPIs Monthly

Monthly Reporting

+Operational KPIs

Financial & Operational KPIs on Weekly or Bi-weekly Schedule

Budgeting & Forecasting

Yearly Budget Development

Yearly & Quarterly Budgets

+Forecast Updates

Monthly Budgets

+Multiple Forecast Scenarios

Accounting Optimization

Implement Bill Payment Platform

Implement Expense Reimbursement

+Payroll/ HR Platform

Conversion to Cloud-Based Accounting 

+Implementation of Automation Apps

Business OverWatch

Quarterly Oversight of Accounting Records

Monthly Oversight of Accounting 

+Advice on Transaction Entry

Monthly Oversight 

+Account Reconciliations for Added Internal Control

Monthly Meetings as a Service (MMaaS)

We have all sat through less than exciting financial reporting meetings. Whether it’s going through mountains of paper, needing a missing key analysis, trying to get everyone looking at the same page and result, or just droning monotony, these are not engaging get-togethers.

Our cloud-based dashboards and collaboration tools, along with best practice facilitation, make reviewing financial results efficient and effective, keeping everyone focused on the meaning behind the results. We wrap it all up with a summary report and action plan for the next 30 days.

Accounting Technology and Process Upgrades

We help transition your accounting department to amazing technologies, automation, and business intelligence opportunities. Realize the benefit of today’s paradigm shift from manual accounting processes and two-dimensional business reporting to full automation and real time, key three-dimensional business intelligence.

We are specialists in all things QuickBooks, including migration from desktop to online. We continuously evaluate apps that attach to QuickBooks, allowing more flexibility in your operations and team. We also advise on migrating to other platforms as well, depending upon the business needs.

Strategic Finance (CFO) Services

Accounting summarizes the past — Strategic Finance frames those results in the context of what the future holds. Our Fractional CFO services provide deep analysis of results, scenario analysis for the future, and risk analysis to protect your business.  

We partner with you throughout the month to achieve growth, optimize strategy, and increase the value of your business.


5020 Campus Drive.
Newport Beach, CA 92660

Hours of Operation

Monday - Friday
8:00am - 5:00pm