Boutique CFO Advisory, Inc.

General Information

Company Name

Founded Year

2013

Location (Offices)

Hollister, United States +1

Founders / Decision Makers

Number of Employees

Industries

Financial Services

Funding Stage

Social Media

Boutique CFO Advisory, Inc. - Company Profile

Boutique CFO Advisory, Inc. provides tailored outsourced CFO services for small and medium-sized businesses (SMBs) generating at least $300,000.00 in annual revenue. Founded in 2013 by a seasoned entrepreneur, the company focuses on fostering profitability, scalability, and strategic planning for clients' exit strategies.

At Boutique CFO Advisory, the commitment goes beyond financial management; the team strives to be partners in clients' success, aligning every financial decision with business goals and long-term vision. The company offers customized financial guidance designed to optimize cash flow, enhance business performance, and strategically reduce tax liabilities.

In 2021, the company launched a dedicated branch for tax preparation, and in 2023, Boutique Books LLC was established to manage all bookkeeping activities, allowing Boutique CFO Advisory to focus solely on strategic CFO services and long-term client relationships.

Specializing in the Financial Services industry, Boutique CFO Advisory aims to combine clients' vision with its expertise to create lasting success and meaningful impact in their business and life.

Taxonomy: Outsourced CFO Services, SMBs, Financial Management, Tax Planning, Business Advisory, Strategic Planning, Profitability, Scalability, Exit Strategy, Cash Flow Optimization, Tax Preparation, Bookkeeping, Customized Financial Guidance