We serve as your internal CFO and accounting department delivering cost savings, forward thinking and fresh perspective on fiscal responsibility.


Our core sectors of expertise are small and medium-size private business including those starting a business for the first time.

We live in and serve San Diego and the greater Southern California area. 

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How We Can

Help You

We act as your trusted advisor on most any financially-related business issue and can tackle the most confidential of matters. We'll provide you straight-forward feedback so you can make actionable decisions.​

We perform a variety of CFO services including:

Avoid unpleasant surprises with targeted cash flow planning

Generic financial statements or customized reporting that helps you manage your business profitablility, we prefer the later

Don't go it alone. Achieve your banking and credit goals.

Individual apps or enterprise software? Cloud or server based? We also identify
hidden costs for implementation and training.

How do I do that? Give us a call.

Flexible budgets, projections and long-term plans intended for the en-user.

We provide outsourced CFO and Controller services at competitive rates.

If you need assistance with A/R, A/P, timekeeping and payroll we have you covered



What People Say

I have worked with Rick Zamora for almost two decades. He and his team are
essential in many facets of our business. He is level-headed and easy to work
through any and all problems. He is solution minded and most importantly he
is honest. His value lies in his desire and ability to get in the trenches with you
to work the numbers in a way that sets a clear path to your goals. 

Rob Petrie – Partner & Chief Creative Officer Greenhaus Inc.

New & Past Events

  • PREVIOUS EVENT - How to Select the Best Quickbooks Version for Your Business
    RSVP Closed
    This event took place on September 18, 2019
    8885 Rio San Diego Dr, San Diego, CA 92108, USA
    This event took place on September 18, 2019
    8885 Rio San Diego Dr, San Diego, CA 92108, USA
    With so many options, it can be hard to pinpoint the version of Quickbooks that will work best for your specific needs. Let us help!
Due to pandemic restrictions for our in-person series, check out our blog coming in September '21