A fractional CFO in Los Angeles, with big-company experience.
Blue Oak Advisory gives Los Angeles companies CFO-level finance leadership: forecasting, cash, lenders, transactions and tax. You get it part-time, from a CPA who led finance at a company that grew from $165 million to more than $1.2 billion in revenue.
Senior finance leadership without a full-time CFO salary
Many growing companies need a CFO's judgment long before they can justify a full-time hire. A fractional CFO works with your business part-time or on a project, sitting with the owner and leadership team to run finance the way a large company would.
That might mean one day a week leading planning and reporting. It might mean a few intense months getting ready for a bank, an investor or a buyer. It can also mean steady oversight of the bookkeeper and outside accountant, so the numbers are right and decisions are made on time.
- Forecasting and cash flow: a 13-week cash forecast, annual budget and rolling plan you can actually run the business on.
- Monthly reporting: a timely close, clear KPIs and profitability by channel, customer and product.
- Banks and capital: lender packages, credit lines, refinancing and covenant management.
- Transactions: acquisitions, sales, ESOPs, partner buyouts, due diligence and quality-of-earnings preparation.
- Tax planning and compliance: entity structure, S-corp planning, multi-state and California FTB matters.
- Systems and controls: ERP, payroll and inventory systems, approvals and fraud prevention.
Serving companies across Greater Los Angeles
Blue Oak is based in Los Angeles and serves clients across the region. Most work happens remotely, and we come on-site when it matters: board and owner meetings, lender and investor meetings, inventory counts, or the first weeks of an engagement.
San Fernando Valley
Woodland Hills, Calabasas, Encino, Sherman Oaks, Burbank, Chatsworth and the rest of the Valley.
Conejo Valley & Ventura County
Thousand Oaks, Westlake Village, Agoura Hills, Camarillo, Simi Valley and Oxnard.
Westside & Central LA
Santa Monica, Culver City, Beverly Hills, West LA, Downtown and Hollywood.
Southern California & beyond
South Bay, Pasadena, the Inland Empire and Orange County, plus clients nationwide served remotely.
Built for the kinds of companies Los Angeles is known for
Consumer brands & DTC
Beauty, wellness, supplements, apparel and pet brands selling online, on Amazon, in retail and through distributors. This is the core of Lior's experience: he ran finance across dozens of direct-to-consumer brands.
- Contribution margin by channel and SKU
- Marketing spend and payback
- Inventory and working capital
Manufacturing, labs & distribution
Formulators, contract manufacturers, importers and wholesalers across the Valley, the Inland Empire and the ports corridor.
- Cost accounting and inventory accuracy
- Asset-based and equipment financing
- Make-vs-buy and vertical integration
Services, hospitality & owner-led businesses
Agencies, professional firms, hospitality operators and family businesses that have outgrown their bookkeeper and once-a-year tax meeting.
- Clean monthly financials
- Owner compensation and tax planning
- Succession and exit readiness
The experience of scaling past $1 billion, sized for your business
Lior Gigi, CPA, spent more than nine years leading finance at a multi-brand consumer company as it grew from $165 million to over $1.2 billion in revenue. He worked across 50+ entities, through transactions and system implementations, and led the finance organization as part of the executive team.
- Hands-on, senior-led: your work is led personally by Lior, not handed off to junior staff.
- CPA background: licensed California CPA since 2011, with audit roots at BDO.
- Lender- and buyer-ready: experience on both sides of the table with banks, investors, auditors and acquirers.
- Practical: the reporting and processes we build are sized for your team and your budget.
Fractional CFO FAQ
How much does a fractional CFO cost?
It depends on scope. A focused diagnostic or project is priced as a fixed fee, and ongoing fractional CFO support is a monthly retainer based on the time and depth needed. Either way it costs a fraction of a full-time CFO's salary and benefits. We'll give you a clear proposal after a free first conversation.
Do you meet with clients in person in Los Angeles?
Yes. We're based in Los Angeles and meet on-site when it adds value, for example at leadership and board meetings, lender meetings, or during onboarding. Day-to-day work is usually remote, which keeps it efficient.
What size companies do you work with?
Owner-led businesses through nine-figure companies. Smaller companies often start with clean monthly financials and a cash forecast. Larger companies use us for executive leadership between CFO hires, alongside a controller, or for a major project.
Can you work with our existing bookkeeper, CPA firm and bank?
Absolutely. We typically oversee and strengthen your existing team and coordinate with your outside accountants, auditors, attorneys and lenders.
Do you only work with Los Angeles companies?
No. We serve clients across California and nationwide. Being in Los Angeles simply means local clients can have us in the room when it counts.
Looking for a fractional CFO in Los Angeles?
Start with a free, confidential conversation about your numbers, your goals and what's getting in the way.