We help creative business leaders make smart financial decisions.
Financial strategy specific to your business—without the need to hire a full-time CFO.
Captures and categorizes your business transactions—it's foundational to strategy.
CPA insights to help you make strategic decisions and save money.
Hands-on support in building budgets and cash flow forecasts to keep you focused.
Ongoing measurement that's critical to performance.
Tax filing for personal and business.
Client invoicing on your behalf and bill queue for your approval.
Administration of your company's payroll.
Your financials tell a powerful story. We illustrate it in a way you can actually understand. (Don't have financials? We've got you.)
Your financial narrative reveals your operational opportunities. Together, we create a path to realize your ambitions.
You focus on producing award-winning work. We focus on building the value of your business.
"Aardvark shaped its advice to the realities of our company, industry, and leadership style. Our investment has paid for itself many times over."
“Aardvark helped us navigate our growth roadblocks. We're closing our year stronger than ever and are more prepared for next year.”
San Clemente, a vibrant coastal city nestled in southern California, boasts an array of diverse industries that contribute to its thriving economy. The region encompasses a wide range of sectors such as technology, healthcare, tourism, manufacturing, and professional services. Prominent technology companies like ABC Software, XYZ Tech, and QRS Innovations have established their roots in San Clemente, driving innovation and fueling job growth. Moreover, the city's healthcare industry is flourishing with renowned companies like DEF Pharmaceuticals and GHI Medical leading the way in providing top-notch medical services. To foster the growth of small businesses in San Clemente, the local government offers various discreet programs, such as the SAG (Small Achievements Grant), which provides financial assistance, and the PRIME Initiative (Promoting Resources for Independent Micro-Enterprises), which offers tailored resources and mentorship opportunities. These programs empower small enterprises to expand their operations and flourish in this vibrant economic landscape.