Fractional CFO and finance operations · Orange County & Southern California
Fix. Decide. Optimize.
A2Z Finance Ops fixes what’s broken in your finance function, helps you make the big decisions with confidence, and optimizes what already works, with senior CFO experience applied to the situation in front of you. Your strategy comes first: I work within the one you have, or help you shape it, then make sure the numbers back it up.
Fix
What’s broken
Books behind, a slow close, cash you can’t predict, systems that don’t talk to each other.
Decide
What’s next
Hiring, pricing, expansion, raising capital, buying or selling a business.
Optimize
What already works
Margins, spending, sales incentives, processes and the tools behind them.
Start here
Where do you need help?
Tell me what’s happening and I’ll tell you where to start. If you need less help than you think, I’ll say so.
My books are behind, or I don’t trust them.ABookkeeping and cleanup→
Month-end takes weeks and the numbers keep changing.BAccounting and close→
I don’t know how much cash we’ll have in three months.CStrategy, planning and forecasting→
We’re growing, but I can’t tell which deals or channels make money.DSales and marketing finance→
The board, investors or the bank want better numbers.EFractional CFO→
We need to decide where to invest, raise money, or buy or sell a business.FCapital allocation and M&A→
Our ERP, CRM and billing don’t talk to each other. My numbers don’t match.GERP, CRM, billing, AR and AP systems→
Every department wants more budget, and I can’t tell who should get it.HBusiness operations partner→
I want to make the most of AI, but I need help getting started.IAI in the finance function→
How it works
From first conversation to results, in three steps.
Step 1
You describe the situation
A complimentary 30-minute consultation. No preparation needed: a problem to fix, a decision to make or something to improve.
Step 2
You get a clear scope
A written scope with the deliverable, the timeline and the fee, agreed before any work starts.
Step 3
The work gets done
The work is done, documented and handed to your team. A2Z stays on afterward only if that helps.
Common projects
Most clients start with one well-defined project.
A defined scope, a clear deliverable and an end date. Many clients then keep A2Z on for monthly bookkeeping or CFO support, and many don’t need to.
A · Foundations
Books cleanup and catch-up
Months or years of books brought current and reconciled, ready for your CPA.
C · Strategy
13-week cash flow forecast
A rolling cash model your team can update every week.
F · Capital
Investment case for a key initiative
ROI, payback and a clear go or no-go recommendation.
F · Capital
Fundraising model and data room
Three-statement model, investor metrics and a diligence-ready data room.
G · Systems
ERP, CRM, billing, AR or AP rollout
Requirements, vendor shortlist and an implementation plan you can run.
B · Control
Finance SOPs and process documentation
Written procedures for the close, AP, AR, payroll and approvals, so the work no longer depends on one person.
How I work
Plain-language finance, from the shop floor to the boardroom.
Numbers only help if the people using them understand them. I explain finance in plain terms to a front-line team, and present it at board level to investors and directors. I can also do every job in between: keep the books, build the model and present the results.
For owners and teams
No jargon
What the numbers mean for your business this month, and what to do about them, explained the way you’d explain it to a friend.
For boards and investors
Board-grade reporting
The rigor of SEC filings, earnings call narratives and investor presentations at a Fortune 500 company, scaled to your stage.
For everything in between
One versatile partner
Bookkeeping on Monday, a pricing model on Wednesday, the board deck on Friday. One person who understands the whole picture.
For every engagement
AI-powered, human-led
AI handles the heavy lifting: reconciliations, first drafts, analysis. You get senior judgment on what the numbers mean and what to do next, at a fraction of the cost of a traditional firm.
Cross-border
One finance lead, four languages, four markets.
Franck has worked in France, the UK, the US and Mexico. He speaks the language and understands the business culture on each side, from how a European board reads a forecast to what a US investor expects to hear.
EU → US
European companies entering the US
US GAAP reporting and US investor expectations, handled by a finance lead who shares the founders’ language and culture.
US → EU · LATAM
US companies building teams abroad
Multi-currency consolidation, intercompany flows, and local teams and accountants in France, Spain or Mexico, managed in their own language.
US GAAP · IFRS · MX NIF
Boards and investors on two continents
One set of numbers that works for a Paris board, a California VC and a Mexico City team.
What people say.
“Franck helped us adapt our pitch for US investors ahead of our roadshow. He reworked the story, the financials and the key metrics so they matched what American VCs expect, and prepared us for the questions they actually ask. Having a French finance executive who knows both markets made the difference.”
“As the owner of Marcum Psychological Services, I’m grateful for A2Z’s guidance as we grew our group practice. Their financial clarity, thoughtful forecasting, and responsiveness helped us make confident staffing and growth decisions. They understood the unique needs of a clinical practice and truly felt like partners.”
“Franck set up our QuickBooks, cleaned up the books and got every account reconciled. For the first time, I trust the numbers. When it came to new hires, he showed me what we could afford and when, so I made those decisions with confidence instead of guesswork.”
What would you like to fix, decide or optimize?
A complimentary 30-minute consultation to talk it through and agree on a first step.