800.651.9568

800.651.9568
800.651.9568

Fractional CFO and accounting services for your company's future.

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California Business Journal
Yahoo Financial
Forbes
Orange County Business Journal
C-Suite

Great accounting is about your financial future, not just your past.

Most people think that accounting is primarily about reporting the past. Strategic leaders, however, understand that their company’s numbers are not just numbers, but an asset to their growth.

With a future focused approach and an effective fractional CFO, accounting can do so much more than simply recap what happened yesterday. Rather, it can help you utilize data to chart a path to your profitability goals.

By partnering with Blueprint CFO, you will have a strategic thinker on your side, not just a historian. This way, you can continue to focus on your zone of leadership genius, while knowing that your growth-minded Blueprint CFO has their finger on the pulse of your company’s financials – past, present, and future.

"Because of Blueprint CFO, my company improved our accounting processes which allowed us to acquire the financing we needed to leapfrog from $3.5M to $50M overnight."

CEO of Middle-Market General Contracting Company

A depth of experience across industries...

Our niche market is small to mid-sized companies ($5 to $50 million) that are privately held. We service companies in many industries including, but not limited to:

What your Blueprint CFO
can assist with...

Banking Services

Financial Planning

M&A

Accounting Services

Human Resources

Insurance/Tax Planning

Goal Setting & Tracking

Analytics/Business Intelligence

Valuation Planning

Strategic Planning

WHAT MAKES US DIFFERENT?

While many financial service providers dwell on past performance, we focus on the future, tracking what’s working – and what’s not – to accelerate and help grow your top and bottom line profitability.

Learn More

What your Blueprint CFO
can assist with...

Banking Services
Financial Planning
M&A
Accounting Services
Human Resources
Insurance/Tax Planning
Goal Setting & Tracking
Analytics/Business Intelligence
Valuation Planning
Strategic Planning

WHAT MAKES US DIFFERENT?

While many financial service providers dwell on past performance, we focus on the future, tracking what’s working – and what’s not – to accelerate and help grow your top and bottom line profitability.

Learn More

Ready to begin your Profitability Roadmap® journey?

  • 100 Bayview Avenue Suite 4300
    Newport Beach, California
  • 800.651.9568

Banking Services

Our team can help your company to establish high-level banking relationships, and offer expert advice and support when it comes to sourcing bank loans, etc. Additionally, we can review and determine the optimal capital structure for refinancing or a liquidity event.

Financial Planning

We can prepare, create and/or review financial statements. This includes providing trend analysis, developing cash flow projections, and tracking operational and financial performance, with insight into budget and forecast variances.

Mergers & Acquisitions

Blueprint CFO can partner with company leadership to improve strategic business plans and assist with the development of organizational growth strategy. We can also create financial reporting packages and proformas for capital raises, investments, acquisitions and/or banking requirements, and provide due diligence on company-focused deals.

Accounting & Finance Support

Whether you have an internal team in place or need more hands-on assistance, Blueprint CFO can oversee and advise your accounting and finance department. From preparing general ledger transaction entries to completing month-end closes, forecasting to crafting financial statements, developing customized reporting packages to implementing more effective software, Blueprint CFO can bring you everything from a supportive junior or senior accounting team, all the way to high-level strategic CFO consulting.

Human Resources

We can assist your HR department with employee benefits planning, and can also perform compensation studies to ensure best practices are implemented across the business.

Insurance & Tax Planning

Blueprint CFO can work with businesses to review insurance needs and requirements, as well as plan for taxes and R&D credits.

Goal Setting & Tracking

Our team can partner with company leadership to establish goals and objectives for the company, for both the short and long term. Additionally, we will help leaders develop meaningful Key Performance Indicators (KPIs) to track and measure results.

Analytics & Business Intelligence

We believe that being data-driven is key to profitability. As such, we can help you create meaningful dashboards and scorecards for your business, analyzing performance against key performance indicators and other factors. Our profitability reporting and analysis tools will help drive business decision-making and provide insights into trends, predictions, results, and potential strategic direction moving forward.

Valuation Planning

Blueprint CFO will work with executive leadership to determine shareholder value, and run various models to determine estimated company valuation. Together, we will determine milestone objectives to increase shareholder value and track company performance in relation to these targets. We will review your company’s organic and acquisition growth options to create shareholder value, and emphasize tax planning to optimize shareholder value upon a sale or purchase. We can also focus on Initial Public Offering (IPO) Planning and Readiness.

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We’re ready to help.

Send us a message by completing the inquiry form below.

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