Fractional CFO Services for Growing Businesses | Beyond The Books | Los Angeles
Fractional CFO & Advisory

Your business outgrew basic bookkeeping.
We’re what comes next.

We embed into your business as your Fractional CFO — delivering strategic financial leadership, cash flow visibility, and CFO-level reporting built by Big 4 CPAs. The guidance you need, at a fraction of the cost.

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Big 4 CPAs Licensed CPA QuickBooks Certified
What your CFO delivers
→
Weekly cash visibility 30–90 day projections, always current
→
Monthly CFO-level reporting Executive clarity, every close
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Quarterly tax estimate calculations Know your tax position 90 days out — every quarter
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A seat at your table Senior CPA — direct access, always
Big 4
CPA Backgrounds
GAAP
Framework Compliant
CA
Licensed & Certified
Fixed
Monthly Fee
Fractional CFO, Explained

What exactly does a
Fractional CFO do?

A Fractional CFO is a senior financial executive — embedded in your business on a part-time basis. They own everything a full-time CFO would: financial strategy, cash flow oversight, reporting, forecasting, and the key financial decisions that drive your business forward.

The difference from a bookkeeper or controller is strategic: we don't just record what happened — we interpret it, model what's coming, and help you act on it. Think of us as the financial co-pilot your business needs, without the $250K+ annual cost of a full-time hire.

01

Weekly Cash Visibility

Know your exact cash position and projected needs 30–90 days out — every week. No more end-of-month surprises.

02

CFO-Level Reporting

Monthly financial statements with executive analysis — the kind of reporting that builds confidence with partners, lenders, and your own leadership team.

03

Strategic Financial Guidance

A senior CPA-led team at the table for your major decisions — hiring, expansion, capital, pricing. Data-driven input when it matters most.

04

Quarterly Tax Estimates

Know what you owe 90 days before it's due. No bill surprises. Full coordination with your tax CPA.

Who it’s for
Professional Service Firms Marketing & Creative Agencies Law Firms Consulting Practices Engineering & Architecture Any business that has outgrown basic bookkeeping
The CFO Gap

CEOs at $100M companies
never open QuickBooks.

They receive a clean report on Friday. They ask the right questions. They make the decision and move. That operating model — data delivered to you, decisions made by you — is what Beyond The Books brings to your business.

Most growing business owners are still doing the work their CFO should be doing. Pulling reports. Checking accounts. Managing the numbers instead of leading the company. A full-time CFO costs $150K–$250K+ per year. We give you the same strategic oversight at a fraction of that commitment.

  • Senior CPA at the table for every major financial decision
  • Forward-looking strategy, not just a record of what happened
  • Big 4 rigor focused entirely on your business
  • One fixed monthly fee, no hourly billing, no surprises
Speak with Our Team →

Strategic Leadership

A CFO-level voice at your table — helping you make the right calls on hiring, growth, capital, and risk.

Financial Clarity

Decision-ready numbers — cash position, margins, forecasts — so you always know exactly where you stand.

Proactive Oversight

Weekly cash reports, quarterly tax estimates, monthly analysis — we surface risks before they become crises.

Direct Partnership

Your engagement is led by a senior, Big 4-trained CPA — not passed to junior staff. Someone who understands your business and is accountable for your outcomes.

What We Offer

Our services

Fractional CFO is our core offering. We also provide the accounting foundation that makes great CFO work possible.

The Foundation
Financial Reporting & Bookkeeping

The financial infrastructure that makes everything else possible. Clean, timely books built by senior CPAs who understand your business, not just your transactions.

  • — Monthly close & reconciliation
  • — current and accurate chart of accounts
  • — QuickBooks Online management & optimization
  • — Monthly financial statements (P&L, balance sheet, cash flow)
  • — Profitability by client & service line
  • — Coordination with your tax CPA

The operational layer beneath great CFO work. Often bundled with Fractional CFO — or standalone for businesses that have the strategy covered.

Core Service
Fractional CFO

Strategic financial leadership embedded in your business. We act as your CFO — sitting at the strategy table, building forecasts, managing cash, and translating numbers into decisions.

  • — Monthly close & current and accurate financial statements
  • — Monthly CFO-level analysis & executive financial summary
  • — Weekly working capital report — 30–90 day cash projections
  • — Quarterly tax estimate calculations — no bill surprises
  • — Profitability visibility by client and service line
  • — Strategic financial insights for your key business decisions
  • — QuickBooks Online management & optimization
  • — Direct access to your senior CPA team — always

For businesses where the founder is still managing finances, cash surprises keep happening, and strategic decisions are being made without proper financial visibility. This is what replaces all of that.

Why Beyond The Books

Enterprise expertise.
Boutique attention.

Big 4 Trained

Our leadership trained at KPMG — advising some of the world’s largest companies on complex financial challenges. That same discipline and rigor, now embedded in your business.

Licensed CPA

Certified by the California Board of Accountancy. You're working with licensed professionals held to the highest professional and ethical standards.

Senior-Level Access

No junior associates managing your account. Every engagement is led by a senior, Big 4-trained CPA who knows your business and is accountable for your results.

Proactive, Not Reactive

We don’t wait for month-end to surface problems. Weekly cash reports, quarterly tax estimates, and monthly CFO analysis keep you always a step ahead.

Who We Serve

Built for businesses that have outgrown basic bookkeeping

01

Marketing & Creative Agencies

Understand client profitability, manage retainer cash flow, and know exactly which clients and services drive your margins.

02

Law Firms & Legal Practices

Stay ahead of trust accounting, understand fee collection cycles, and make partner distributions with confidence instead of guesswork.

03

Consulting & Advisory Firms

Project-based revenue requires real financial visibility. We bring forecasting discipline and cash planning to your practice.

04

Professional Services

Any service-based business where the numbers are getting complex and strategic financial leadership would change how you operate.

05

Engineering & Architecture

Project-based billing and long revenue cycles require precision. We bring financial clarity to your pipeline, margins, and cash flow.

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Not sure if you're a fit?

Let's talk. We'll tell you honestly whether we're the right partner — and point you in the right direction if we're not.

Schedule a Call →
Our Team

The people behind your numbers

You work with a team of Big 4-trained CPAs who know your business inside and out — senior professionals invested in your outcomes, not just your account.

Alex — Founder & Managing Partner
Alex Velazquez
Founder & President

Alex is a California-licensed CPA who spent the majority of his career in external audit at KPMG Los Angeles — including an international assignment at KPMG São Paulo, Brazil. He also serves as Managing Director of Horizon Advisors, where his team of Big 4 alumni CPAs advises on SEC filings and M&A. He founded Beyond The Books to bring enterprise-grade financial leadership to growing businesses — without the enterprise price tag.

Licensed CPA KPMG Alumni UC Santa Barbara Horizon Advisors MD
Jordan Durrell — CFO Advisor
Jordan Durrell
CFO Advisor

Jordan is a finance and accounting professional with deep expertise in financial close, complex technical accounting, and SEC reporting. He began his career at EY and has since advised public and private companies across technology, agribusiness, retail, and financial services — including work on revenue recognition, CECL, leasing standards, and internal controls.

EY Alumni Big 4 SEC Reporting FP&A Technical Accounting
Investment

Simple, all-inclusive pricing

One fixed monthly fee. No hourly billing, no surprises. Choose the level of engagement that fits where your business is today.

Base Plan
Get Started

Financial reporting, clean books, and CFO-level organization — the foundation your business needs to run well.

Additional cost
+ $4,000 one-time onboarding
$3,000/month
  • ✦ Monthly close & clean, timely books
  • ✦ QuickBooks Online management & optimization
  • ✦ Monthly financial reporting & analysis
  • ✦ Profitability visibility by client & service line
  • ✦ Quarterly tax estimate calculations
  • ✦ Coordination with your tax CPA
Schedule a Consultation
Annual Plan
Best Value

Everything in the Base Plan on a 12-month commitment — with your onboarding fee completely waived.

✓
$4,000 onboarding waived
You save $4,000 compared to the Base Plan
$3,000/month
  • ✦ Everything in the Base Plan
  • ✦ $4,000 onboarding fee waived
  • ✦ 12-month price lock, no increases
  • ✦ Priority support & response times
  • ✦ Direct access to your senior CPA team
Schedule a Consultation

12-month commitment. Onboarding waived. Best value for businesses ready to build financial leadership into their operations.

CFO Plan
Full CFO Engagement

Annual commitment with full Fractional CFO scope — budgeting, forecasting, and strategic financial leadership included.

✦
$4,000 onboarding fee waived
Annual commitment, full CFO scope
$5,000/month
  • ✦ Everything in the Annual Plan
  • ✦ Budgeting & annual financial planning
  • ✦ Cash flow forecasting & pro forma analysis
  • ✦ Strategic guidance for key decisions
  • ✦ KPI dashboard: margins, runway, profitability
  • ✦ Quarterly strategic review sessions
Schedule a Consultation

For businesses ready for full Fractional CFO leadership — budgets, forecasts, and strategic financial decision-making.

The Real Cost Comparison

What does financial leadership actually cost to hire?

Hiring in-house means salary, benefits, recruiting, and onboarding. Here is what the market looks like for businesses at your stage.

Controller / Full-Time CFO
$150K–$250K+
per year  /  $12K–$21K+ per month
Manages day-to-day accounting, reporting accuracy, and financial controls. Strategic guidance is limited.
Big 4-Trained CFO
$250K–$350K+
per year  /  $21K–$29K+ per month
Full strategic financial leadership. Makes sense at scale. For most growing businesses, this is premature.
A CFO with Big 4 training commands $250K–$350K+ in base salary — before benefits and bonus.
Beyond The Books
$3K–$5K
per month  /  all-inclusive
CFO-level strategy, weekly cash visibility, monthly reporting, and quarterly estimates. Big 4-trained. Fixed fee. No surprises.
* Controller range: Glassdoor U.S. data. CFO range: Glassdoor and CFO-search.com for private companies ($10M–$50M revenue). Big 4 CFO premium: Salary.com.
Schedule a Consultation →
Common Questions
A Fractional CFO is a senior financial executive embedded in your business on a part-time basis. They do everything a full-time CFO would: build and interpret financial models, oversee cash flow and working capital, develop budgets and forecasts, advise on capital structure and financing, prepare board and investor reporting, and translate financial data into strategic decisions. The key difference from a bookkeeper is simple — we tell you what to do with the numbers, not just what they are.
A bookkeeper records what happened. A controller ensures it’s accurate. A CFO tells you what it means — and what to do about it. We operate at the strategic layer: forecasting, scenario planning, capital decisions, investor relations, and financial leadership. We bring both the operational accuracy and the strategic insight, so you get the full picture.
The right time is usually before you think you need one. Common triggers: your business is growing faster than your finance function can handle; you’re making major decisions (hiring, expansion, capital raises) without a financial co-pilot; investors or lenders are asking for more sophisticated reporting; cash flow keeps surprising you; or you’re spending time on finance instead of running your company. If any of those sound familiar, it’s time.
A full-time CFO with the right experience costs $250K+ per year — before benefits, recruiting, onboarding, and the risk of a bad hire. For many businesses, that’s not the right stage yet. A Fractional CFO gives you the same level of strategic leadership, embedded in your team, at a fraction of the cost and without the long-term overhead. You scale the engagement up or down as your business evolves.
Yes — and we make their job significantly easier. We maintain clean, timely books and provide quarterly tax estimate calculations so your CPA can focus on compliance and filing — not cleaning up records. We coordinate directly with your tax team. Many of our clients’ CPAs have told us it’s the best-prepared set of financials they’ve seen.
We begin with a consultation to understand your business, financial situation, and goals. Once you’re ready, onboarding typically takes up to 30 days — faster if your books are already current. We specialize in QuickBooks Online. Your first monthly close and CFO-level report lands within that first cycle. From there, you receive weekly cash reports and monthly CFO analysis on an ongoing basis. From there, it’s an ongoing embedded partnership — not a project engagement.

Still have questions? Let's talk.

Every business is different. The best way to understand whether we're the right fit is a brief conversation — no pressure, no obligation.

In 30 minutes, we'll understand your situation, answer your questions honestly, and tell you exactly how we can help.

Schedule a Consultation
Let’s Talk

Your business deserves
a CFO in its corner.

Schedule a conversation with Alex. We’ll learn where your business stands, show you what strategic CFO partnership looks like in practice, and give you an honest assessment — no pressure, no obligation.

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No commitment required. Just a conversation.