Outsourced CFO Services

If your business is ready for the expertise of a CFO but the budget hasn’t quite caught up, it’s time to consider outsourcing this position. At Balboa Tax & Accounting Services, we support businesses like yours by applying our knowledge and expertise of solid financial planning with our CFO and controller services.

While you benefit from the business acumen the team in our Newport Beach, CA accounting firm has to offer, you avoid the financial burden of hiring a full-time employee to fill this position. You can depend on us to get a full understanding of your business, listen to your immediate and long-term goals, and create a detailed financial analysis that will allow you to improve your business’ overall performance and increase profitability. We also help you navigate challenges, make the most of opportunities, and assist with mergers, acquisitions, and more.

Part-Time CFO and Controller Services

If you’re ready to take your business to the next level through personalized, straightforward financial guidance, call us at 949-752-1120 to request a free consultation.

  • Part-time CFO services
  • Interim CFO or Controller
  • Strategic business planning
  • Business improvement strategies
  • Tax planning to maximize profits
  • Cash flow management
  • Financial analysis and reporting
  • Operations review
  • Mergers and acquisitions
  • Risk management
  • Due diligence
  • Raising capital
  • Training for in-house accountants and bookkeepers