Providing Premier CFO Services to Growing Companies

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San Diego-based CFO Innovations provides CFO/Controller services for start-up to fully developed companies. Projects have included:

Early/Founding Stage Services

  • Provide part-time CFO/Controller services on "as needed" basis.
  • SEC Reporting, including 10K's and 10Q's.
  • Financial Statements in accordance with GAAP.
  • Set up accounting systems and reporting.
  • Identify and introduce funding sources.
  • Write business plans and PowerPoint presentations.
  • Manage short and long-term cash requirements.
  • Establish bank, legal and financial relationships
Operating Stage Services
  • Provide interim CFO/Controller services to fill personnel gaps or support current staff.
  • Implementation of business plans.
  • Mergers, acquisitions and divestitures.
  • Product cost and profitability analysis.
  • Identify strategic alliances and partnerships.

Late Stage Services


  • Identify and evaluate exit strategies.
  • Retain and manage investment bankers.
  • Administer due diligence process.    
  • Negotiate terms and conditions.



Other Services
  • Audit support.
  • Audit report writing.
  • Business valuation.
  • Expert witness.
  • Tax return preparation.