A well-established professional services firm based in a major Southern California city provides outsourced bookkeeping, controller-level support, and operational services to small and growing businesses. Founded by a seasoned CPA with over two decades of experience, the firm offers customized financial solutions across a variety of industries, including healthcare, legal, life sciences, and hospitality.

Services include revenue management, accounts receivable, payroll processing, month-end close, and financial analysis. Known for scalable, cost-effective, and high-quality service delivery, the firm enables its clients to focus on growth while maintaining accurate and timely financial reporting.

With a team that blends deep technical expertise and a highly personalized approach, the firm builds strong, lasting client relationships and plays a key role in driving long-term business success. Its reputation for client satisfaction and operational excellence makes it an attractive opportunity for professionals seeking growth in the financial services sector or for investors looking to expand their portfolios.