Strategic Financial Planning & Leadership to Drive Growth and Empower Your Business with Guidance from our Expert CFO.

CFO SERVICES

Stylized black-and-white illustration of a person in a dynamic pose with exaggerated proportions, wearing a hat, shoes, and clothes with large cuffs.

Optimize your fiscal strategy with targeted CFO services.

Optimizing your fiscal strategy is not only essential for long-term business success but also requires careful consideration and strategic planning, which our targeted CFO services can expertly provide. We offer the expertise necessary to thoroughly assess your current financial health, pinpoint specific areas for cost reduction, and implement effective budgeting practices that foster sustainable growth.

Our CFO services are designed to help you develop well-structured strategic financial plans that align with your business objectives. We enhance cash flow management and elevate your overall decision-making processes. By leveraging the insights of your highly skilled CFO, your organization can effectively navigate complex financial landscapes, take advantage of various growth opportunities, and maximize profitability, all while strategically minimizing potential risks. Partner with us to empower your business for a financially stable and successful future.

CFO Services that optimize your growth

Expert Financial Leadership to Drive Sustainable Growth and Success — we do the heavy lifting so you don't have to.

Line art of a person wearing a headset and suit with hands folded

Team up with a first-class CFO

Illustration of a handshake below a dollar sign symbol representing business or financial agreement.

Receive a custom financial model you can trust.

Illustration of a hand holding a credit card near a payment terminal icon, indicating contactless payment.

Manage expenses
& scale effectively

Network diagram with interconnected people icons

Attract investor interest

Elevate Your Financial Strategy Today

Comprehensive all-in-one CFO solutions for every stage of your business growth. Book your FREE consultation to learn more.

Our CFO service provides comprehensive financial leadership, INCLUDING complete accounting and payroll management tailored to your business needs

✔ ACCOUNTING

✔ PAYROLL

➤ 01: ONBOARDING CFO

Build a Comprehensive Financial and Operating Framework

→ By designing a financial model, your CFO will gain comprehensive insights into your business and set the stage for continued monthly involvement.

Customized model includes:

  • Income Statement, Balance Sheet, and Cash Flow Reports

  • Budget-to-Actuals Analysis

  • Customized KPI Dashboard Tailored to Your Industry

  • Comprehensive Headcount and Compensation Planning

  • Scenario Modeling for Base, Bull, and Bear Cases

➤ 02: ONGOING CFO

Regular Monthly Involvement & Meetings

→ Your dedicated CFO will work with you each month to address projects and tasks tailored to your specific business needs and goals..

Comprehensive CFO package includes:

  • Monthly meetings to evaluate the company’s financial health and provide strategic insights

  • Monthly updates to the financial model, incorporating actual performance data

  • Budget vs. Actuals analysis conducted monthly to track financial progress

  • Ad-hoc scenario planning to assess the impact of critical business decisions

  • Tailored strategy and operations projects designed to meet your company’s unique needs

WHO WE WORK WITH

We offer expert accounting solutions for Entrepreneurs, Small Businesses, and Real Estate Professionals. Whether launching a startup or managing growth, we customize our services to fit your financial needs. Our aim is to simplify processes, ensure compliance, and provide insights that help you achieve your goals. With our support, manage your finances confidently and drive your business forward.

Small Businesses

Entrepreneurs

Real Estate Professionals

SeaCrest KW Simplified OT PilatesPB R5 Construction vergo EscrowShop twofourteen clozure SeaCrest KW Simplified OT PilatesPB R5 Construction vergo EscrowShop twofourteen clozure

  • ⭐⭐⭐⭐⭐

    “I've known Joel for years so when he launched Logic Accounting Solutions, I knew he'd bring the same level of integrity, professionalism, and follow-through. He's sharp, reliable, and truly cares about doing things right. Whether you're looking for tax help, bookkeeping, or someone who can explain things in plain English, Joel's your guy. Highly recommend working with him--he's built something great.”- Matt Fogel Real Estate

  • ⭐⭐⭐⭐⭐

    “Joel & Joy are great to work with. They've made a big difference in my business and help keeps things organized. Highly recommend!”

    Kimi Evans, Owner Pilates Plus PB, Inc.


  • ⭐⭐⭐⭐⭐

    “I've been working with Joel and Logic Accounting Solutions for several years. I love having my my books and finances taken care of so that I can focus on other things that are important to me running my business.”

    - Jeff Anderson, Anderson Real Estate Group

  • ⭐⭐⭐⭐⭐

    “Been great working with Joel and team all year. Finally feel like I have a handle / clear picture on my finances. Thank you Logic!!!!”

    - Dominic Rouzaud, Founder R5 Construction

  • ⭐⭐⭐⭐⭐

    “I've been working with Joel for about 5 years now and he's been amazing. It's hard to trust anyone with your finances and he makes it so easy. I'm so grateful for his work and the time he puts into my books. I highly recommend this business! Thank you Joel and team!!”

    - Rose Yutuc, Owner Evelyn & Vyn

  • ⭐⭐⭐⭐⭐

    “One hard working team! Joel always seems to be working. Caught my 3 QuickBooks account up from 2021 to 2022 very quickly. I highly recommend!”

    - Mark Tabor, Owner KMA Enterprises

  • ⭐⭐⭐⭐⭐

    “Joel has been orangized and thorough in helping me with Quickbooks and bookkeeping needs. He is always available to talk and will follow up very well. Highly recommended”

    - Eugene Nam, Owner Namen LLC & 3 Muskateers

  • ⭐⭐⭐⭐⭐

    “Logic is always on top of their game!!!
    Thank you for your promptness and accuracy 🙏”

    - Ron Perez, Simplified Office Technologies

  • ⭐⭐⭐⭐⭐

    “Joel is wonderful I used his service for years and have referred him to other business owners who also love him”

    - Tammy Newland, Owner OC Coast Escrow

  • ⭐⭐⭐⭐⭐

    “Highly recommend for all your accounting needs! Always on time and very knowledgeable. Joel has the best customer service and works quickly. Been using him for years and I recommend you use him as well!”

    - Dorthy Routt, Realtor

  • ⭐⭐⭐⭐⭐

    “Joel is so helpful to my business! Super quick to help and love how thorough he is!”

    - Jasmine May, Hair Haven

  • ⭐⭐⭐⭐⭐

    “Joel's team provides monthly and quarterly profit/ loss statementsas well as sales tax estimate for filing. He's a great commuincator and i can rach them any time!"

    - Jessica Castaneda, Founder Babe With A Dream

OUR VISION

In a modern office, a transparent sphere on a dark wooden surface, partially filled with liquid, casting a shadow.

At Logic Accounting Solutions, we envision a future where entrepreneurs, startups, and small businesses have the financial intelligence to thrive. Our mission is to empower each of our clients by delivering expert guidance along with innovative solutions that truly pave the way for sustained growth and success. We simplify the complex world of small business accounting by seamlessly combining intuitive software that effectively automates the everyday busywork with genuine, professional human support. This approach means less stress on your part and more valuable time to focus on growing your business successfully. Enjoy peace of mind knowing that your financials are in expert hands, allowing you to dedicate your energy to innovation and expansion.