Locations
- United States, California, Laguna Niguel
Industries Served
- Automotive
- Construction
- Consumer Services
- eCommerce
- Insurance & Brokerage
Services Offered
- Accounting
- Accounts Payable
- Accounts Receivable
- Advisory
- Bookkeeping
Pricing Structure
- Flat Rate
- Hourly
- Subscription
A CFO advisory firm that helps business owners turn numbers into actionable intelligence. We combine strategic financial insight with AI-powered tools like Digits to deliver real-time clarity, confident decision-making, and sustainable growth.
Coastal CFO Advisors provides financial clarity and strategic insight for growth-minded business owners. Our services include:
- AI-Powered Bookkeeping & Reporting – leveraging Digits to deliver real-time financial data and automated accuracy.
- Fractional CFO Advisory – cash flow forecasting, margin analysis, and data-driven decision support.
- Financial Health Reviews – diagnostics that reveal trends, opportunities, and risk areas.
- KPI Dashboards & Performance Insights – tracking the metrics that matter most to profitability and growth.
- Acquisition & Transition Support – guidance through pre-LOI diligence, post-acquisition integration, and early-stage financial setup.
We help owners see beyond the numbers — turning data into direction, and decisions into results.