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Outsourced Accounting

Accelerate your growth with outsourced accounting and Fractional CFO services

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A CFO, Controller, Accountant or Bookkeeper?

Which one do you actually need?

Two questions we get often is

Why a company should seek a CFO?

What does a CFO do compared to a controller, an accountant, or a bookkeeper?

A CFO is typically onboarded when you find there are frustrations that the current accounting team does not either have the bandwith to service or the skillset to tackle. A CFO can help a company increase operational efficiency, improve, cash flow, create financial visibility, and accelerate business growth.

CFO: Business Strategy; Acquisitions and Mergers; Forecasting; Compliance and Governance; Exit Strategy; Capitalization
Controller: Cash Flow Forecasting; Financial Visibility; Budgeting; Internal Processes; Analysis
Accountant: Journal Entries; Accounts Receivable; Accounts Payable; Reconcile Bank Account; Month End Close
Bookkeeper: Recording Data; Organizing Business Transactions; Preparing Financial Statements; Implementing Technology to Streamline Tasks

Why CFO Services?

Reducing Costs

Reduce Business costs by avoiding the new hire and training process

Financial Control

Chart your company’s course with accurate forecasts and budgets from revenue to net income

Freedom

Free up yourself to put your focus back into your business and passions

Financial Understanding

Understand your business' numbers to make better decisions and propel your business forward

Business Continuity

Reduce the risk of knowledge loss and ensure continuity by outsourcing your accounting

Data Security

Utilize our programs with built-in security features in an increasingly digital world

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Our Plans for Your Growth

How Can we Help?

A CFO helps lead the organization by overseeing all financial activities – living in the present and looking to the future through continuous scenario-based planning unlike accountant that can provide information based on historical data. CFOs take a forward-facing role by managing budgeting, forecasting, vendor relationships, tax strategy, compliance issues, and succession planning

What our Clients Say

I used the Capata firm to assist in the selling of my company in April of 2015. The service I received from Capata and Kevin Cloward was exceptional. I was able to successfully sell my company and paper the deal in a way that saved thousands of dollars in taxes. Of course, all of this done with the highest ethics. They truly are a first rate firm.

Charlie M

Gary has been my accountant for almost forty years; and he and his people never cease to impress. This year, their responsiveness was beyond compare; their answers were clear and concise; and a great source of comfort. I could not recommend them more strenuously!

Steve B

We love our team here- Kevin rocks! They are very knowledgeable and attentive to our needs. Truly professionals at what they do and very understanding. If you are looking for a great firm, I'd absolutely recommend Capata.

Marshall M

For many years I have trusted Capata, Cloward LLP with all of my business and personal accounting needs. They are an organization that demonstrates character, professionalism, and knowledge at every turn, and their tax planning skills set them apart from their competitors.

I can, with great confidence, recommend Capata, Cloward, LLP for any family or entity in need of a highly skilled, and trustworthy accounting firm

Chris R

One of the most impressive accounting teams I've had the chance to work with. The entire staff is focused, disciplined, responsive to needs and delivers exceptional work in a timely manner. I would highly recommend them!

Paul B

I've been with Capata for over 3 years, they communicate well with me, which is great, I can always trust their advice.

Carl S

Have worked with Gary Capata and his team for several years. I don't have extensive comparisons to other CPA firms, but they are always responsive to emails and phone calls. There isn't a sense that they are bothered with questions and requests.

Todd H

Charlie M

Steve B

Marshall M

I can, with great confidence, recommend Capata, Cloward, LLP for any family or entity in need of a highly skilled, and trustworthy accounting firm

Chris R

Not sure where to start?

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About Us

Who We Are?

With over three decades of experience, our firm has helped hundreds of clients grow their business. Our outsourced accounting offers you a complete picture that will prepare you for whatever comes your way. We offer a range of packages, each of them including services that will ensure you have all of your needs covered. Here are CAPATA, we understand the importance of working with you to take the accounting burden off your shoulders and give you the freedom to focus on developing your business.

Ready to Get Started?

28202 Cabot Road, Suite 525, Laguna Niguel, CA 92677

adminteam@capatacpa.com

CAPATA

CAPATA is a full-service accounting firm located in Orange County, California dedicated to helping businesses with all their financial and accounting needs.