Welcome to RTA Group, your premier destination for comprehensive CFO services in San Diego, California. We specialize in providing top-tier financial management solutions that are tailored to fit your business needs. Our primary expertise is strategic financial planning, business consulting, and financial risk management.
We are virtually based and our reach extends throughout San Diego and beyond. We leverage cutting-edge technology and secure communication channels to deliver our services efficiently and effectively, no matter where you are located. This flexibility allows us to provide you with the timely and accurate financial guidance your business needs.
At RTA Group, we understand that every business is unique. That’s why our CFO services are designed to be flexible and customizable. Whether you’re a startup looking for financial direction or an established company needing advanced financial strategies, we have the expertise to support your goals.
Partner with RTA Group and gain access to a team of seasoned professionals who are committed to helping your business thrive. Even from a distance, we make your financial success our priority. Contact us today to discover how RTA Group can revolutionize your business’ financial management.
Our Outsourced CFO Services in San Diego Include:
Cash Flow Forecasting
Stay ahead of your finances with proactive cash flow forecasting. Consider this forecasting model as your financial radar, providing you an early indication of the potential influence of your present choices on future cash inflows and outflows. Our expertise can assist you in determining if and when to make such decisions rooted in this predictive model.
Financial Consultation Services
From securing loans, fostering crucial banker relationships, making informed decisions, providing expert advice, managing investor relationships, to navigating Mergers & Acquisitions (M&A), your CFO is here to steer you towards financial success. We offer guidance through cash flow forecasting and modeling, offering you a clear picture of the potential outcomes of your strategic choices.
Financial Performance by Job or Contract
Assess the vitality of your business by examining its financial performance on a per job or contract basis. Pinpoint underperforming areas or amplify growth in profitable sectors through strategic revenue enhancement via our meticulous financial performance tracking.
Banking Relationships
Discover the right banking connections tailored to your loan requirements. Leveraging our extensive network of banking relationships, we can help you identify the most suitable bank and point of contact for your unique needs.
Board and Executive Meetings
Your Dedicated Outsourced CFO is an integral part of your board and executive meetings, much like a full-time CFO would be. They deliver forecasting models and provide monthly cash flow projections. During these meetings, they also answer any queries, aiding your directors and board members to make well-informed decisions about the company’s future.
Customize Your Outsourced CFO Services to Fit Your Needs.
Remote or Onsite CFO Services
Regardless of being physically present or operating remotely, our CFOs deliver timely forecasts and expert advice, ensuring you have regular access to the most current information. Don’t stress over selecting the appropriate accounting software – we supply the necessary tools for efficient financial cash flow forecasting and modeling.
Unlimited Online Support by Phone & Email
Got a query? Need to make a crucial decision? Preparing for a bank meeting? Our outsourced CFO services have got you covered. We offer unlimited online support through phone and email, ensuring you’re never left in the lurch.
Scheduled Monthly Meetings
Consistent communication between your Outsourced CFO and the board of directors or executive teams is crucial. Keep your finances updated with up to four pre-scheduled monthly meetings with your Outsourced CFO. These regular consultations ensure that you stay on top of your financial situation.
