2022 Reviews

Top Fractional CFOs in San Diego - 2022

LAST UPDATED 26 Sep, 2022
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List of the Top Fractional CFOs in San Diego

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San Diego CPA

Service Focus
19% Turnaround Consulting
25% Accounting
0% Budgeting
15% M&A Advisory
16% Capital Raising
26% Other Finance
Service Focus
19% Turnaround Consulting
25% Accounting
0% Budgeting
15% M&A Advisory
16% Capital Raising
26% Other Finance
Our firm gives excellent service to our customers because of our commitment to the three underlying principles of professionalism, responsiveness, and excellence. Our firm is one of the leading firms in the region. By joining our expertise, experience, and the power of our team, each customer takes close personal and expert inspection.

Baker Tilly

Service Focus
28% Turnaround Consulting
14% Accounting
3% Budgeting
25% M&A Advisory
14% Capital Raising
16% Other Finance
Service Focus
28% Turnaround Consulting
14% Accounting
3% Budgeting
25% M&A Advisory
14% Capital Raising
16% Other Finance
Technology discoveries. Sweeping enactment. Moving demographics. These are daily headlines that warn us change is fixed. Yet the word “change” can have negative meanings. It suggests a lack of control. It can be dangerous. It is something to bear. So we represent change as an improvement because that is exactly what is occurring at Baker Tilly.

Best and Company CPAs

Service Focus
6% Turnaround Consulting
7% Accounting
25% Budgeting
21% M&A Advisory
9% Capital Raising
33% Other Finance
Service Focus
6% Turnaround Consulting
7% Accounting
25% Budgeting
21% M&A Advisory
9% Capital Raising
33% Other Finance
The firm was organized in 1991 with a single policy in mind to present the most leading level of personalized customer co-operation possible. We care about each of our clients. Our ongoing mission is to assist you with the most important level of expertise and professionalism and to help you achieve in all your economic efforts.

Frequently Asked Questions About Fractional CFOs

Generally, a fractional CFO engagement tends to last about 3 months, it could also be much longer depending on if the CFO is being replaced. That being said, there have been cases where a fractional CFO engagement lasted from 6 months to about 5 years. There are even some arrangements that have lasted indefinitely. However, when it comes to engagements, the most common ones tend to last 1 to 2 years.

Fractional CFOs are able to work either remotely or on-site. This is typically dependent on the retainer agreement drawn up. It could also be that the fractional CFO would split their time between working on-site and working remotely, however, this tends to depend on the demands of the business or project.

With a fractional CFO, you do not have 24/7 access to them, as the rest of their time would have to be spent attending to their other clients. Additionally, they are unable to concentrate solely on your business and that could lead to your business not getting as much information as it would in the case of a traditional CFO.

Hiring a fractional CFO can mean cost savings to the business, as benefits, equity and profit-sharing agreements typically entered into with a traditional CFO are null and void.

 

A fractional CFO can improve cash flow by doing the following:

  • Introducing strategies that prompt clients to pay their invoices quicker
  • Ramp up collections in order to expedite payment receipts.
  • Cooperate with creditors and banks to manage lines of credit

 

They can also improve profit margins by doing the following:

  • Tracking spending by analysing things that are needed with things that aren’t
  • Reviewing financial statements at a high level enabling the organisation and its team members to concentrate on more pressing matters
  • Working with leadership to create a budget
  • Analysing monthly data to determine where profits are generated from.

A CFO has numerous duties, from deciding when and where company funds are invested to financial reportage. It is the duty of a CFO to oversee a business’s capital structure, determine the appropriate equity debt mix as well as internal financing. One of the most integral duties of a CFO, however, is to address any issues surrounding capital structure.

Money management as well as an understanding of the business’s industry is a key trait for a fractional CFO.
Trustworthiness paired with logic is another key trait a fractional CFO should have, considering that it would be their job to manage the financial actions of a business. They would need to be trustworthy in order to analyse the organisation’s financial strengths and weaknesses, track cash flow, and propose corrective actions.
A fractional CFO needs to have strong leadership capabilities, as they have to be able to effectively communicate with the team, develop a vision for the future, and also share important information.
A fractional CFO should also be results-oriented. This means being able to set goals for the company which the finance team can work towards. It also involves discovering ways to measure outcomes and holding people accountable when those goals aren’t met.

A fractional CFO should be a strategist, being able to assist the CEO in novel opportunities, becoming more strategic, and taking on a role more akin to a business partner.
The fractional CFO should also be able to seamlessly translate the Key Performance Indexes of the company into integral information for the CEO, whilst also transforming the CEO’s strategy into an actionable plan. This plan also has to be communicated effectively to the rest of the organisation.
The fractional CFO should also have the skills of a spokesperson. They are not only responsible for financial issues, but they are also responsible for motivating the organisation to execute the company’s strategy and communicating with shareholders.
A fractional CFO should have broad technical knowledge in conjunction with financial management and reporting. This means they should understand the basics of investment, cash flow forecasting and much more.
A fractional CFO should also have the skills of a risk manager, especially as businesses become more international and complicated. They not only have to ensure compliance with a growing list of laws and regulations but they also need to recognise, assess, and respond to emerging and ongoing risks to the business.

Fractional CFOs tend to work on retainer agreements and the retainers usually range between $1,000 and $1,500 on the low end, $1,500 to $2,500 on the mid-end, and anywhere above $5,000 to $25,000 on the high end.

A fractional CFO costs tend to differ depending on the scope of work they do, the complexity and size of the business, the strength of the in-house finance team, and the business’s financials. A fractional CFO tends to cost on average anything from $3,000 to $10,000 per month. Fractional CFOs tend to charge an hourly rate range of $100 to over $250. However, this typically depends on the chosen tier of the fractional CFO. There are three tiers of remuneration, with the first being $50 to $125 per hour, the second being $125 to $150 and the third being $200 to about $350 per hour.

A fractional CFO (chief financial officer) can be defined as a CFO with experience who offers their services to companies on a contract, retainer, or part-time basis. This arrangement enables the company to have the expertise and experience of a qualified CFO without having to incur the traditional costs (bonuses, benefits, and salary) of a full-time CFO. A fractional CFO tends to work virtually with a goal to replace the full-time CFO on a temporary or permanent part-time basis.

IB CPA

Service Focus
23% Turnaround Consulting
12% Accounting
26% Budgeting
8% M&A Advisory
18% Capital Raising
13% Other Finance
Service Focus
23% Turnaround Consulting
12% Accounting
26% Budgeting
8% M&A Advisory
18% Capital Raising
13% Other Finance
IB CPA is a full-service accounting, tax salary, and consulting firm. We provide a broad category of customers varying from individuals to medium-sized organizations. We practice in leaving planning, company consulting, finances, estates and trusts, and own financial planning. In appreciation of our specialty regions, we also provide tax accounting armies, including tax outlining.

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DBB Mckennon

Service Focus
0% Turnaround Consulting
22% Accounting
14% Budgeting
19% M&A Advisory
26% Capital Raising
18% Other Finance
Service Focus
0% Turnaround Consulting
22% Accounting
14% Budgeting
19% M&A Advisory
26% Capital Raising
18% Other Finance
A dbbmckennon is a full-service, PCAOB Designated Certified Public Accounting firm, giving statement, tax, and consulting assistance to individuals and companies through our offices placed in Newport Beach, San Diego, and Santa Monica, CA. We give more personalized co-operation with the most leading level of professionalism for corporations conducting property crowdfunding under Ordinance and Statute Crowdfunding

Dechner CPA

Service Focus
17% Turnaround Consulting
8% Accounting
26% Budgeting
20% M&A Advisory
0% Capital Raising
29% Other Finance
Service Focus
17% Turnaround Consulting
8% Accounting
26% Budgeting
20% M&A Advisory
0% Capital Raising
29% Other Finance
We are a technology-driven tax firm. Employing technology enables us to give excellent service to our customers. Our company offers a one-stop-shop for all your accounting requirements. Dechner CPA offers Accounting, Payroll, and Advisory services. This allows us to have broad penetration into our client's businesses and support them grow. We are in partnership to help your company.

Levit Zacks CPA

Service Focus
22% Turnaround Consulting
6% Accounting
15% Budgeting
16% M&A Advisory
24% Capital Raising
16% Other Finance
Service Focus
22% Turnaround Consulting
6% Accounting
15% Budgeting
16% M&A Advisory
24% Capital Raising
16% Other Finance
Dealerships face complex industry challenges—from reducing expenses to maintaining company systems and instruments to securing a stable residence development when the opportunity comes. LevitZacks’ experts provide complete and technology-based accounting and industry consulting solutions to create value and fitness over a long duration. We serve dealerships including Automobile merchants, Automotive parts distributors, and Rental and speedy engineers.

Account on Me

Service Focus
2% Turnaround Consulting
5% Accounting
21% Budgeting
48% M&A Advisory
24% Capital Raising
1% Other Finance
Service Focus
2% Turnaround Consulting
5% Accounting
21% Budgeting
48% M&A Advisory
24% Capital Raising
1% Other Finance
Account On Me for all of your accounting requirements! With over 15 years of existence in accounting, it is my intention to allow little stores a full and personalized co-operation that drives away the load of the cumbersome day-to-day bookkeeping and accounting jobs. I want you to concentrate on what you do best, which is working and building your company.

Pierre Accounting

Service Focus
7% Turnaround Consulting
28% Accounting
23% Budgeting
32% M&A Advisory
4% Capital Raising
5% Other Finance
Service Focus
7% Turnaround Consulting
28% Accounting
23% Budgeting
32% M&A Advisory
4% Capital Raising
5% Other Finance
Pierre Accounting is here to serve the tax and economic requirements of everyone from individuals to small businesses and corporations. Our financial authorities are your vastest associate in the company society, and we are here to be your trusted co-workers in both tax and investment. Pierre Accounting is able to complete an array of individuals from a diversity of economies.

Small Business Services, Inc.

Service Focus
21% Turnaround Consulting
30% Accounting
23% Budgeting
20% M&A Advisory
4% Capital Raising
3% Other Finance
Service Focus
21% Turnaround Consulting
30% Accounting
23% Budgeting
20% M&A Advisory
4% Capital Raising
3% Other Finance
Small Business Services, Inc. is a San Diego based accounting service providing co-operations to a wide spectrum of small companies. These include economic report compilation; sales tax, property tax, and payroll tax training and support; a full line of payroll services; income tax training & problem resolution; and economic planning and consulting services.

Launch CPA

Service Focus
23% Turnaround Consulting
6% Accounting
24% Budgeting
24% M&A Advisory
18% Capital Raising
7% Other Finance
Service Focus
23% Turnaround Consulting
6% Accounting
24% Budgeting
24% M&A Advisory
18% Capital Raising
7% Other Finance
Launch CPA was established in San Diego, California. We’ve now developed to co-operation companies in major centers throughout California. We base our work on the principle that organizations, want to achieve. But, one of the many hurdles corporations face is correctly setting up their business finances and processes in order to avoid bigger issues in the future.

ABBO TAX CPA

Service Focus
17% Turnaround Consulting
11% Accounting
3% Budgeting
24% M&A Advisory
20% Capital Raising
25% Other Finance
Service Focus
17% Turnaround Consulting
11% Accounting
3% Budgeting
24% M&A Advisory
20% Capital Raising
25% Other Finance
Abbo Tax CPA is your nearby San Diego CPA firm training in tax training and estimating for surviving and new company proprietors and administrators. We note that all company proprietors and business people need more than just tax preparation. Taxes can be difficult, and we are here to be your trusted CPA.

Regal Group CPA

Service Focus
26% Turnaround Consulting
25% Accounting
7% Budgeting
8% M&A Advisory
24% Capital Raising
11% Other Finance
Service Focus
26% Turnaround Consulting
25% Accounting
7% Budgeting
8% M&A Advisory
24% Capital Raising
11% Other Finance
We're a full-service CPA firm in San Diego, CA giving accounting, payment processing, economic analysis, and tax co-operations to individuals and companies in a category of enterprises. Our customers include physicians, dentists, attorneys, real estate companies, retail businesses. Our firm is affordable and helpful. Our organization is also always up to date on the most advanced tax laws.

The Kasino CPA Firm

Service Focus
20% Turnaround Consulting
18% Accounting
29% Budgeting
6% M&A Advisory
5% Capital Raising
21% Other Finance
Service Focus
20% Turnaround Consulting
18% Accounting
29% Budgeting
6% M&A Advisory
5% Capital Raising
21% Other Finance
Our San Diego forensic accountants are dedicated to offering secure, and coherent answers for even the most difficult economic issues, through the use of skillful data and thorough and free articles. Because we are backed by broad knowledge, and top-tier support and organization, we can provide co-operations and present conclusions purposefully and effectively.

Montoya CPA EA APC

Service Focus
3% Turnaround Consulting
31% Accounting
3% Budgeting
32% M&A Advisory
19% Capital Raising
12% Other Finance
Service Focus
3% Turnaround Consulting
31% Accounting
3% Budgeting
32% M&A Advisory
19% Capital Raising
12% Other Finance
Jared Montoya, CPA, EA encourages his customers to become financially free by reducing tax difficulties and assisting in budgeting for economic stability. “Tax Doctor” Jared Montoya diagnoses and makes taxes through a training pattern to help you make smart economic choices. Jared is proactive in securing customers use lawfully available, well thought out tax plans.

Thefeld & Associates, CPA’s

Service Focus
10% Turnaround Consulting
8% Accounting
19% Budgeting
5% M&A Advisory
27% Capital Raising
31% Other Finance
Service Focus
10% Turnaround Consulting
8% Accounting
19% Budgeting
5% M&A Advisory
27% Capital Raising
31% Other Finance
TheFeld and Associates is a fully performing CPA firm that is assigned to giving personal, goal-oriented accounting, tax, and real estate co-operations. We are dedicated to the perfection that is shown in timely own consideration of our customers‘ needs and employing state-of-the-art accounting methods and technology. is our pleasure to confirm a certain responsibility to the well-being of our customers

Lori A. Riccardi, CPA

Service Focus
10% Turnaround Consulting
2% Accounting
27% Budgeting
20% M&A Advisory
13% Capital Raising
27% Other Finance
Service Focus
10% Turnaround Consulting
2% Accounting
27% Budgeting
20% M&A Advisory
13% Capital Raising
27% Other Finance
In today's economy, corporation resources are spread more than ever, and every possible resource you have must be concentrated on developing and advancing your company, not maintaining the day-to-day accounting and bookkeeping duties. We know that as a business proprietor you are always scanning for ways to decrease expenses, increase your profitability, and improve your ability to serve your customers.

CPA MOMS

Service Focus
26% Turnaround Consulting
18% Accounting
10% Budgeting
21% M&A Advisory
13% Capital Raising
12% Other Finance
Service Focus
26% Turnaround Consulting
18% Accounting
10% Budgeting
21% M&A Advisory
13% Capital Raising
12% Other Finance
Are you a company proprietor attempting high-quality accounting, bookkeeping, and tax report aids? Our national license system gives an arrangement of delicately picked and eliminated acknowledged CPAs who are available to operate virtually to give you the highest value accounting and tax co-operations in the marketplace today. Stop the pain! Working more intelligent, not harder.

HOA Accounting

Service Focus
17% Turnaround Consulting
25% Accounting
19% Budgeting
5% M&A Advisory
18% Capital Raising
16% Other Finance
Service Focus
17% Turnaround Consulting
25% Accounting
19% Budgeting
5% M&A Advisory
18% Capital Raising
16% Other Finance
HOA Accounting Services is a part and powerful sponsor of the Executive Council of Homeowners and the Community Association Institute. We help hundreds of Board affiliates and a large number of Self Managed Associations, Management firms, and free property managers. HOA Accounting gets the accounting and bookkeeping needs of the Association Board of Directors, their Association Managers, and their members.

Capital Financial CPAs

Service Focus
7% Turnaround Consulting
29% Accounting
26% Budgeting
2% M&A Advisory
14% Capital Raising
22% Other Finance
Service Focus
7% Turnaround Consulting
29% Accounting
26% Budgeting
2% M&A Advisory
14% Capital Raising
22% Other Finance
Heather trains in Government accounting and has over 12 years of knowledge over a kind of enterprises in the public and private divisions; as a proprietor of Capital Financial CPAs, an examiner for PricewaterhouseCoopers, consultant & tax preparer for MGO (previously Mensch & Associates), and as a Controller & Director of Finance for government contractors.