(760) 851-0056
Call us now
(760) 851-0056
Call us now
Your Personal Financial Guide to Business Success
Partner with an outsourced CFO who’ll help your business achieve greater profits and improved cash flow—all for one simple monthly fee. They’ll become your trusted financial advisor, working alongside you every step of the way!
Are You Feeling This Way?
Your business depends heavily on you—without your constant attention, things might unravel.
You're in a Catch-22. You want to grow your business but need cash to do so; but you can't get more cash without growing your business!
You wish you had a clear picture of what's actually working in your business (and what's quietly draining your resources).
Despite your best efforts, you're uncertain about the specific steps needed to build a more profitable, thriving business.
You’re not alone. These are the common challenges business owners face. And that’s exactly why we exist.
What's an Outsourced CFO
A CFO’s main job is to guide a business towards growth and success. We’ll be your financial partner. You can boost your profit and cash flow every year – guaranteed.
How? Simple. One flat monthly fee. No complicated contracts. Just clear, smart financial advice that helps your business thrive.
We’ll help you turn your business goals into real results.
What Your CFO Will Do for You
Track and grow your business.
Check your profit and cash flow each month. We'll analyze what's working and what needs fixing each month.
Then, meet with you each month. We'll give you two powerful tools:
A Scoreboard – A crystal-clear view of your entire business’s performance.
An Action Plan – A short list of the most important next steps for this month.
…all so that you will stay on track to have a growing, more profitable, and successful business.
Your Business's Financial Best Friend
Feeling lost in the world of business finances? We’ve got your back!
Have a Clear Path Forward
You (and your key team members) will know exactly what to focus on each month to drive greater profitability in your business.
Gain True Business Insight
You’ll finally have a clear understanding of your business’s financial health every single month—and more importantly, know exactly how to improve it.
Enjoy Expert Partnership
You’re no longer navigating this journey alone. Your CFO becomes your trusted financial guide, with monthly structured meetings
Your Business's Financial Best Friend
Feeling lost in the world of business finances? We’ve got your back!
We're Not Your Typical Financial Service
Most advisors just give boring numbers. We’re different. We’re like a trusted friend who:
- Looks at your entire business, not just a spreadsheet
- Understands your dreams and challenges
- Helps you make smart money moves
We're Here for Real Business Owners
You’re busy. You’re determined. You want to grow, but finances feel complicated.
That’s exactly why we exist.
Our Promise to You
- No confusing jargon
- No surprise bills
- Just real, practical financial guidanc
Our service is super simple
- One flat monthly fee
- No hidden charges
- Focused on helping your business win
We’re not just another service. We’re your financial partner, cheering you on and helping you succeed.
Your Business, Your Success, Our Mission
Why Choose Us?
Unlike accountants or business consultants, we don’t just report numbers—we provide actionable financial strategies that drive revenue growth and profitability.
More than just numbers
No hourly billing
We work with business owners
Your business depends on you for everything—if you step away, things fall apart.
Success Stories: What Our Clients Say
Since working with our CFO, we've increased cash flow by 40% in just six months!
I finally have a clear understanding of my business’s financial health and what steps to take next.
I used to feel overwhelmed by financial decisions—now I have a plan and a guide who helps me make the right moves.
Our Process
According to the SBA, most businesses fail. In fact, half of all businesses don’t make it to their fifth birthday. Half! They fail for countless reasons—poor management, ineffective marketing, staffing issues, cash shortages, lack of profit, limited demand, wrong location, and the list goes on.
However, the main reason for failure is simple: no one was guiding these business owners on how to build a more profitable business with stronger cash flow. With proper guidance, these businesses would not have failed. Period.
It’s not enough to be brilliant at your craft. It’s not enough to have an accountant. It’s not enough to hire a ‘business coach’. What you truly need is someone who can do three critical things for you month after month:
Someone to track your profit and cash flow
Someone to analyze your business strengths and weaknesses
Someone to propose specific corrective actions
This is exactly what a CFO does for large corporations. We believe businesses of all sizes—large or small—need this kind of support. That’s why we’re here.
We’ve created a unique, affordable service specifically for businesses generating between $500K and $5M in annual revenue. We’ll match you with a CFO who will meet with you monthly and guide you through what we call the One Clear Path.
The result? You’ll know exactly what to do to create a growing, more profitable, and successful business.
Your Business's Financial Best Friend
According to the SBA, most businesses fail. In fact, half of all businesses never make it to their fifth birthday.
Half!
They fail for all kinds of reasons (inadequate management, bad marketing strategy, ineffective employees, lack of cash, no profit, no demand, wrong location, and on and on…).
However, the main reason they fail is because no one was guiding the business owner on how to have a more profitable and higher cash flowing business.
If they did, these businesses would not have failed. Period.
It’s not enough to be an expert at your business. It’s not enough to have an accountant. It’s not enough to get a ‘business coach’.
What you need is someone that can do three things for you every single month.
- Someone to track profit and cash flow.
- Someone to analyze the strengths and weaknesses.
- Someone to propose corrective actions
This is what a CFO does for big businesses. We believe that all businesses (large or small) need someone like this.
That’s why we exist.
We created a unique and affordable service just for businesses that are producing revenue between $500K to $10 Million a year.
We’ll match you with a CFO who you’ll meet with each month.
Your CFO will guide you through what we call the One Clear Path every single month.
The result: You’ll know exactly what to do to have a growing, more profitable, and successful business.
Are you trapped in the business owner's maze?
Let’s break down the challenges you’re facing.
Challenge #1: You need cash to grow your business, but you’re not sure how to get more money.
Challenge #2: You’re amazing at your field, but business finances feel like a foreign language.
Challenge #3: You can’t understand your business’s financial health.
No wonder so many businesses struggle. But there’s good news.
Here’s how to escape: Transform from an industry expert to a business professional. Let numbers drive the decision making. That’s where we come in. We offer simple financial training and services for business owners like you.
Our goal? Help you build a growing, more profitable and highly successful business… all without the usual financial headaches. We make complex numbers simple and actionable.
Ready to take control of your business’s financial future?
About Us
Let’s See If We’re a Fit
Let’s find out if we’re meant to work together. The best way to know is through a quick 20-minute ‘right fit call’ with one of our CFOs.
During this conversation, we’ll learn about your business challenges and goals while determining if we’re the right match for each other. If we are, we’ll share more details about our service and pricing, allowing you to make an informed decision about moving forward.
Ready to take the first step? Simply choose a time on the calendar below for your Right Fit Call.
Our CFO & Financial Services
We offer a wide range of financial solutions to help businesses succeed and increase profitability:
Fractional CFO Services
Get high-level financial leadership without the expense of a full-time CFO. Our fractional CFO services help businesses manage finances, improve cash flow, and implement smart growth strategies.
Learn More
Business Financial Planning
Develop a clear financial plan that aligns with your business goals for long-term success.
Learn More
Cash Flow Management
Improve cash flow by managing receivables, payables, and financial planning to ensure strong liquidity.
Learn More
Budgeting & Forecasting
Create accurate, data-driven projections to plan for future expenses, investments, and revenue growth.
Learn More
Financial Reporting & Analysis
Get detailed financial reports and insights to support smart business decisions.
Learn More
Mergers & Acquisitions Support
Manage complex M&A transactions with careful financial analysis and structuring.
Learn More
Risk Management & Compliance
Ensure your business follows financial regulations, reduces risks, and stays protected.
Learn More
Thomas F. O’Brien, CPA
Tom is the Founding Principal of O’Brien CFO Advisory Services. We focus on partnering with privately-held and family-owned businesses to give them progressive quality strategic advisory and business services.
Tom is adept at working with clients in many industries, such as agriculture, wholesale (B2B), real estate, law firms, hospitality, media, and technology. Tom’s success is attributed to an innate ability to identify financial trends in “real time.” This skill set allows Tom to assist clients in creating dynamic strategies and to effectively plan their business objectives.
In addition to his many years of experience in the CPA practice world, Tom’s long-time real-world engagement with Oracle Consulting’s ERP data management systems gives him an operational management perspective which is rare in the Advisory arena. Tom graduated from UCLA with a Bachelor’s degree in Economics, and from San Diego State with a Master’s in Accounting. He is also a Certified Valuation Analyst (CVA) and a member of the American Institute of Certified Public Accountants and the California Society of CPAs.
Why Choose O’Brien CFO Advisory Services?
Our mission: To help businesses gain financial clarity, profitability, and long-term growth.
Experienced Financial Professionals
Over 25 years of leadership and guidance.
Deep Market Knowledge
Strong understanding of California’s business regulations.
Data-Driven Insights
Turn financial data into smarter strategies.
Cost-Effective CFO Solutions
Get top-level financial support without the high cost.
What Our Clients Say
O’Brien CFO Advisory Services helped us reshape our financial approach, improving cash flow and profitability!
Their financial guidance allowed us to expand faster than we ever imagined. Highly recommend!
The fractional CFO services made a huge difference for our business. Valuable insights at an affordable cost!
What Makes Us Different
We’re not like other business advisors. While most consultants or coaches only look at surface details, we understand the financial impact of every single business decision. We give you smart financial guidance that goes deeper.
Unlike typical accountants or ‘fractional’ CFOs who just stare at spreadsheets, we understand the entire business, not just cold numbers. We provide strategic guidance that truly matters. We see the whole picture.
We’re a lifeline for overwhelmed business owners who are tired of stress and want something more. We help you create a growing, more profitable and successful business. No complicated jargon. Just real results.
Our packaged CFO service is straightforward. You pay one flat monthly fee. No surprise hourly bills. No complicated contracts. Just pure, focused support aimed at your success.
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