Focused on increased profit margins for all types of businesses.
At Palius CFO and Advisory, we work with our clients and their teams to provide a roadmap to financial success.
Our goal is to make sure that clients get their financial infrastructure right so it can be relied on to generate profitability and grow personal wealth.
About Maeda Palius:
After creating and owning and operating a business focused CPA firm in Santa Barbara, CA for over 30 years, I have moved on to the next phase of business.
My real passion is assisting clients with both complex and simple accounting and business issues. Hence, the pivo to offering CFO and Advisory services to local businesses.
CFO - Examples of what you can expect
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Interfacing with Owner and management to provide desired financial reporting in a timely manner.
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Review and manage production of financial reports.
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Review company’s accounting system for effectiveness ,efficiency and internal control.
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Document and maintain updated accounting department processes and policies.
Advisory
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Strategic planning to assist in achieving company’s growth and profitability goals.
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This starts with reliable books and records as well as appropriate entity selection.
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Assist company to develop non financial indicators of business performance with Key Performance Indicators (KP’s)
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Participate the with team assembled to work on succession -planning as well as assist in sale.
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Interface and manage relationships with bankers, accountants, third party administrators, insurance professionals and if applicable outside bookkeeping service.
Give me a call and find out just how I can help you succeed!