Outsourced CFO & Accounting Services in San Francisco Bay Area, CA
Our CFO Consulting Services provide experienced, strategic financial planning and part-time CFO services to the businesses. We partner with founders, executives, and owners to strengthen financial performance, improve decision-making, and support sustainable growth.
As your trusted CFO advisor, we act as an extension of your accounting team, bringing clarity, structure, and forward-looking insights into your financial operations.
Growing businesses often reach a point where financial complexity outpaces internal resources. Cash flow pressures, expansion decisions, investor expectations, and compliance requirements demand a higher level of financial expertise.
We help Businesses:
- Gain clear visibility into financial performance
- Make confident, data-driven strategic decisions
- Improve cash flow and profitability
- Prepare for growth, financing, or exit
- Reduce financial risk and operational inefficiencies
Financial Strategy & Long-Term Planning
We develop and execute financial strategies aligned with your business goals. Through deep financial analysis and forecasting, we help you plan for growth, manage risk, and build long-term enterprise value.
Cash Flow Management & Capital Optimization
Cash flow is the lifeblood of any business. We analyze inflows and outflows, optimize working capital, and implement controls to ensure liquidity for daily operations and future expansion.
Budgeting, Forecasting & Financial Modeling
We create detailed budgets, rolling forecasts, and financial models that support strategic planning, scenario analysis, and informed decision-making, especially during periods of growth or market change.
Financial Reporting & Performance Analysis
Accurate, timely financial reporting provides the foundation for strong leadership. We deliver clear financial statements, KPIs, and management reports that translate numbers into actionable insights.
Cost Control & Operational Efficiency
We identify cost-saving opportunities, streamline processes, and improve operational efficiency—helping you protect margins while scaling responsibly.
Risk Management & Compliance Oversight
We assess financial and operational risks, strengthen internal controls, and ensure compliance with financial, tax, and regulatory requirements—reducing exposure and surprises.
Fundraising, Capital Structure & Investor Support
For startups and growth-focused companies, we assist with capital planning, investor reporting, debt structuring, and financial readiness for fundraising or lender negotiations.
Mergers, Acquisitions & Strategic Transactions
We provide CFO-level support for mergers, acquisitions, and business transitions, including financial due diligence, valuation support, deal modeling, and post-transaction integration.
Strategic Decision Support
From market expansion to new product launches, we provide data-driven insights that support confident, well-timed strategic decisions.
Stakeholder & Board Communication
We help you communicate financial performance clearly and professionally to investors, lenders, board members, and key stakeholders—building trust and credibility.
Who We Serve
- Startups and early-stage companies
- Growth-oriented small and mid-sized businesses
- Real estate investors and holding companies
- Professional services firms
- Owner-led and family-owned businesses
Each engagement is customized to your industry, company size, and strategic objectives.
Working With Us You Will Get:
- CFO expertise
- Flexible, scalable engagement models
- Strategic + operational financial leadership
- Clear, actionable financial insights
- Cost-effective alternative to a full-time CFO
We don’t just report numbers, we help you use them to lead and grow
If you’re ready to elevate your financial strategy, improve profitability, and gain clarity around your next move, our CFO Advisory Services are here to support you.
Schedule a consultation today to discuss how strategic CFO guidance can transform your business.
- Meet Our Founder
Alina Medina
Alina Medina, Founder of AVA Tax & CFO Consulting, LLC, is a tax and finance expert with over 15 years of experience as a Chief Financial Officer (CFO) and Tax Manager for multiple corporations. Driven by a passion to help businesses individuals succeed financially, she started her own company to provide tailored financial and tax solutions that foster growth and stability.
Holding a Master of Tax Law and a Master in Finance designation, Alina leverages her deep expertise in accounting and tax strategy to guide businesses toward profitability. She specializes in financial planning, strategic tax decisions, budgeting and forecasting, and accurate financial reporting.
