Outsourced Accounting & Advisory Services for Scaling Businesses
Bookkeeping | Financial Statements | Fractional Controller | Fractional CFO
Your business is growing, and so are your financial complexities. At Tehrani & Velez, LLP, a California Board of Accountancy licensed CPA firm, we offer Client Accounting Services (CAS) and Client Accounting & Advisory Services (CAAS) tailored to help businesses like yours scale efficiently.
While traditional bookkeeping firms provide basic transaction tracking, our team of Certified Public Accountants (CPAs) delivers higher financial oversight. With us, you get more than accurate books—strategic financial insights that help you make informed decisions and plan for long-term success.
Why Work with a CPA Firm Instead of a Basic Bookkeeping Service?
Many businesses start with a bookkeeper managing their cash-basis accounting in QuickBooks. But as you scale, you need more:
✅ Accurate Financial Statements – Properly structured reports for investors, lenders, and tax compliance.
✅ Technical Expertise – CPAs ensure your financials meet GAAP or accrual-based standards, making them decision-ready.
✅ Scalability Guidance – We help you transition from QuickBooks to NetSuite or other ERP platforms when the time is right.
✅ Advisory Services – Get strategic financial planning beyond daily bookkeeping—without hiring a full-time CFO or Controller.
With our CPAs on staff, we go beyond just keeping records. We interpret your financials, ensuring they support your company’s growth, profitability, and funding opportunities.
1. Bookkeeping & Financial Statement Preparation
Your books are the foundation of every financial decision. We provide:
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Monthly transaction categorization and reconciliation
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Accurate profit & loss statements, balance sheets, and cash flow reports
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Accrual accounting setup for scaling businesses
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Review & adjustments to ensure compliance with GAAP
2. Fractional Controller Services
A Controller bridges the gap between bookkeeping and CFO-level strategy. If your business needs more than bookkeeping but isn’t ready for a full-time hire, our fractional controller services provide:
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Financial reporting & analysis to identify growth opportunities
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Budgeting & forecasting for better cash flow management
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Internal controls & process improvements to prevent financial risk
3. Fractional CFO Services
For lower mid-market businesses that need CFO-level guidance without the full-time expense, we offer:
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Financial strategy & planning for long-term success
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Fundraising & financing assistance, including bank loans and investor relations
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Mergers & acquisitions advisory and financial due diligence
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KPI tracking & performance monitoring to optimize profitability
Our Accounting & Advisory Services
Beyond Accounting: Access Our Business Network
Growing businesses need more than financial expertise—they need a trusted network of professionals. As a CPA firm, we connect our clients with:
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Business Financing Partners – Get introductions to banks, lenders, and alternative funding sources.
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Insurance & Risk Management Experts – Ensure proper coverage for liability, workers' comp, and business continuity.
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Tax Planning & Compliance – Leverage proactive tax strategies from our in-house CPA tax team.
Ready to Elevate Your Accounting?
If you’re outgrowing basic bookkeeping and need expert financial management, we’re here to help. Schedule a consultation today to see how Tehrani & Velez, LLP can support your growth, streamline your finances, and provide CFO-level insights—without the full-time cost.