CFO & Other Advisory Services

The Perfect Fit

Our experienced team of financial professionals can provide financial and accounting support to get you to the next level. Wherever you are in your business lifecycle, California Accounting can provide you with the right team to align your actions with your long-term goals.

  • Business Insurance
  • Business Mergers & Acquisition
  • Business Owner Succession Planning
  • Business Plan Development
  • Internal Control Analysis
  • Inventory Management
  • KPIs and Business Intelligence reporting
  • Office Lease Negotiations
  • POS System Selection
  • Receipt and Credit Card Management
  • SWOT Analysis

Benefits of CFO Services

Experienced Financial Leadership

Proactively manage and support your business with our industry-expert CFOs.

Expertise icon
Planning icon
Analysis icon
Navigation icon
Interpretation icon
Goal setting icon
Goal Setting
Focus icon
Negotiation icon

General Business Support

Business Support Icon

In California, having the right mix of expert direction and dedicated support can be the difference between a business that simply survives and one that truly thrives!

  • Office Lease Negotiations
  • Assistance with Bank Financing
  • Monthly, Quarterly, Annual Business Review
  • Aggressive Business Planning
  • Corporate and Personal Tax Planning
  • Internal Control Analysis
  • Business Insurance
    • Property
    • General Liability
    • Professional Liability
    • E&O (Errors and Omissions)
    • D&O (Directors and Officers Liability)
  • Document and Records Management

Get In Touch

California Accounting would be pleased to get in touch to discuss your accounting and tax needs.

By submitting this form and signing up for texts, you consent to receive text messages from CaAccounting at the number provided. Msg data rates may apply. You can opt-out at any time.


Citrus Heights

P.O. Box 986
Citrus Heights, CA 95611
P 916-721-4357
F 916-721-8326


120 S. Main Street
Lakeport, CA 95453
P 707-263-5696
F 707-263-3206

Office Hours

Monday - Friday

9:00am - 5:00pm

Closed on Holidays