San Diego Fractional CFO and Accounting Services
From Torrey Pines biotech labs and Miramar defense contractors to the vibrant hospitality scene downtown, CFO Hub has helped San Diego businesses translate complex financial data into strategic growth for years.
Our on‑demand finance leaders plug in quickly – whether you’re scaling a VC‑backed startup, navigating DCAA compliance on a Navy contract, or leveling up cash‑flow management for your hotel group. Wherever you operate in America’s Finest City, we deliver insights that move the numbers and the needle.
- Outsourced CFO & Fractional CFO Services
- Controller Services & Financial Management
- Accounting, Month‑End Close & Back‑Office Support
- Government Contractor Accounting & DCAA Compliance
- Audit & Due‑Diligence Readiness
- R&D Tax Credits
- Staffing & Recruiting for Finance Teams
- Outsourced HR & Payroll Services
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Some of our Amazing Clients
Voted San Diego’s #1 Accounting Firm 2025 by CrushTheCPAExam.com
Voted San Diego’s #1 Accounting Firm 2025 by CrushTheCPAExam.com
Our Finance & Accounting Solutions
Fractional CFO Services
Executive‑level financial leadership. Cash‑flow forecasting, fundraising prep, board reporting, and long‑range strategy without the full‑time salary
Finance & Accounting Staffing / Recruiting
On‑demand placement of interim or permanent CFOs, controllers, accountants, and analysts vetted by our in‑house finance team.
Outsourced HR Services
Payroll administration, benefits management, and HR compliance frameworks tailored to rapidly scaling teams.
R&D Tax Credits
Pre‑audit clean‑ups, PBC list management, and data‑room preparation to accelerate audits or M&A events.
Audit and Due Diligence Readiness
Identify qualifying activities, calculate eligible expenditures, and prepare documentation to maximize federal and state credits.
Controller Services and Financial Management
Robust month‑end close oversight, internal controls, and management reporting that keep finances audit‑ready.
Accounting, Month-End Close, and Back-Office Support
Bookkeeping, reconciliations, month‑end close, and GAAP‑compliant statements so you can make decisions with confidence.
Government Contractor Accounting and DCAA Compliance
Cost‑pool structuring, indirect rate calculations, and audit‑ready documentation for federal and state contracts.
Meet Your San Diego Finance Team Leaders
Brittani Howard
Business Development Manager
Brittani Anderson is a Business Development Manager in San Diego. She’s lived there for 6 years after moving from Arizona where she got her bachelors in business from Arizona State. Being a foodie and traveling are her favorite hobbies, along with the gym as it keeps her sanity.
“I have enjoyed sales throughout my career because of all the people I get to meet and all the different business industries I get to learn about along the way. I look forward to my next adventure as a Business Development Manager at CFO Hub and providing solutions for businesses alongside our incredible team!”
Joanna Freeman
Managing Director
Joanna is a CPA with over 25 years of accounting and finance experience. In addition to working at Deloitte, she has held various controller and CFO roles in the insurance, healthcare and non-profit industries. Her broad experience has given her the opportunity to work and manage all levels of the finance and accounting function and develop strong teams. She enjoys the challenge of understanding an organization to find efficiencies and streamline accounting processes, while maximizing individual team members contributions by identifying their unique abilities.
Our San Diego Office
Phone:
(858) 230-8956
Address:
4660 La Jolla Village Drive, Suite 100
San Diego, CA 92122
What Our Clients Are Saying
“CFO Hub has been an invaluable resource for our company. Our CFO and accounting consultant helps keep our books updated and advises me on how to best create our financial forecasts. I’m so glad I get to work with them, I highly recommend them!”
“CFO Hub has been with us since day one. They provide outstanding accounting support and financial leadership we needed. They set up our accounting platform, managed our back-office ops, and assembled policies and procedures for our staff. I highly recommend the team at CFO Hub.”
“CFO Hub quickly identified and corrected some gaps in our management reporting and revenue recognition policies which really allowed me to move ahead at full speed toward our goals. Their quick and professional approach was refreshing and I’m glad we chose to work with them.”
“CFO Hub has been an excellent partner and invaluable resource to Tourmaline Labs. Their expertise and knowledge of general accounting practices and finance are a great asset to our company and allow us to focus on all other aspects of operations and growing our business quickly.”
Frequently Asked Questions by San Diego Companies
What size companies in San Diego benefit most from a fractional CFO?
Early‑stage firms with at least $2 million in annual revenue benefit the most. Any company facing rapid growth, cash‑flow strain, or an upcoming fundraising round also sees strong ROI because you gain senior‑level insight without paying the salary of a full‑time executive.
How quickly can CFO Hub start after our discovery call?
Most engagements launch within two weeks. During that period we finalize scope, sign an engagement letter, and obtain read‑only access to your accounting systems so we can hit the ground running on day one.
Do we have to switch accounting software to work with you?
No. We are platform‑agnostic and frequently work in QuickBooks Online or Desktop, NetSuite, Sage Intacct, Xero, and custom ERPs. If migrating software would save money or improve controls, we outline the pros and cons before you decide.
What does a typical Fractional CFO engagement include?
Core deliverables often cover a rolling 13‑week cash‑flow forecast, monthly KPI dashboards, board‑level reporting, budget versus actual analysis, and strategic planning sessions. We tailor the mix to your specific requirements.
Will we still control our financial data?
Yes. You retain full ownership of all records and logins, and we use secure permission‑based access. When the engagement ends, you keep every financial model, process document, and system credential.
What qualifications does your Fractional CFO team have?
Our senior advisors hold CPA, CMA, or MBA credentials and average 15-plus years in roles such as Big Four audit manager, corporate controller, or venture backed CFO. Each engagement lead is matched to your industry and growth stage.
Can you help us build flexible financial models for scenario planning?
Yes. Developing clear, easy to understand models is a standard part of our service. We focus on delivering insights you can act on, then walk your team through the results in plain language while handling the technical details behind the scenes.