Press Release: Blueprint CFO named among top workplaces in Southern California


ORANGE COUNTY, JULY 2023: Blueprint CFO, a leading future-focused fractional CFO and accounting services firm, is proud to be recognized by Best Companies Group as one of the best places to work in Southern California. The Best Places to Work SoCal 2023 distinction highlights the company’s commitment to fostering an exceptional work environment that empowers employees to develop in their careers and build exciting futures.

Founded by Jim Downes, Blueprint CFO is dedicated to helping business leaders achieve their growth goals by using the power of great accounting to look at the future – not just the past. Serving as a profitability partner for entrepreneurial companies, Blueprint CFO helps businesses achieve sustainable growth and achieve their goals.

“We are honored to be among the list of winners in the Best Places to Work SoCal 2023. This recognition is a testament to the dedication and passion of our team at Blueprint CFO,” said Jim Downes, Founder & CEO. “With our team-first focus, this recognition further motivates us to continue creating an inspiring workplace that fosters collaboration, innovation, and growth.”

Best Companies Group conducted a rigorous selection process, relying on detailed employee surveys to identify the top workplaces in the region. Factors such as corporate culture, training and development opportunities, salary and benefits, and overall employee satisfaction were taken into account.

Blueprint CFO believes that an engaged and motivated workforce is the key to achieving sustainable success, and the firm is excited to join the ranks of notable businesses honored for their commitment to creating excellent workplaces that value and support their teams.

Best Companies Group will celebrate the remarkable workplaces virtually on September 29th, providing an opportunity for industry-wide recognition of their achievements in nurturing a positive work environment.

For more information about Blueprint CFO, please visit

About Blueprint CFO 

Blueprint CFO is a future focused fractional CFO and accounting services firm based in Orange County, California. Partnering with entrepreneurial companies to guide and support them on their road to success, Blueprint CFO equips clients with the Profitability Roadmap® they need to grow. Learn more at

Media Contact:

Haley Stern
Director of Corporate Communications
[email protected]

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.

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.

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.

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.

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.

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.

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.

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.

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.


Valuable Insights, Delivered to Your Inbox