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Dynamic, Accomplished CFO/Controller

30 years Financial Management Experience

From tackling personal decisions to reaching important company milestones, Celaya Financial Services is here to assist you by providing solutions and solving problems. Lead by our commitment to excellence and going the extra mile caring for our clients and their needs ensures they are fully satisfied with our work.


Small business failures happen at an alarming rate. One of the main reasons for these failures is inadequate strategic financial leadership. Celaya Financial Services provides affordable outsourced controllership and CFO services so that your business can live up to its potential and thrive. 

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No matter where you are financially, or in the development of your business, Celaya Financial Services can help structure a plan to grow your business into a more profitable operation. We can oversee all the accounting operations and activities of your company, and we are experienced in multiple industries.  Contact us and we will immediately go to work helping you achieve your dream of being a successful business owner.  

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Celaya Financial Services Inc.

Working With You

Welcome! We provide all the tools, guidance, and support our clients need to succeed in their respective markets. Take a look around and explore the various services we offer.

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Services

Expertise. Intentionality. Dedication

Business Meeting

Controller and CFO Services

The Path to Success

Our clients can receive:

  • Financial and accounts analysis

  • Profitability and pricing analysis

  • Cash management and forecasting

  • Inventory management

  • Preparing financial statements

  • Tax planning and preparation

  • Audit preparation

  • Expense reduction analysis and planning

  • Capital budgeting and Project management

  • Strategic business planning, implementation, oversight, and follow through

  • Identifying and analyzing financial metrics

  • Ensuring compliance with government regulation

  • Training in-house accountants and bookkeepers

Business Meeting

Advisory and Project-Based Services

A Comprehensive Approach

We can help you take care of:

  • Banking relationship set ups

  • Raising capital

  • Risk management

  • Due diligence

  • Compensation and employee incentive planning

  • Legal settlement financial assistance

  • Contract reviews and negotiations

  • Owner financial planning and wealth management coordination

  • Taxing authority debt payment planning and negotiations

  • Exit strategy planning

  • Restructuring and turnaround

  • Reorganization agent - Bankruptcy planning

  • Accounting staff recruitment

  • Management coaching

Volunteer Team

Nonprofit Operations

Expert Guidance

Let us help you! We offer:

  • Board selection and orientation

  • Developing a case for support

  • Tax exemption application filing

  • Accounting set up and ongoing maintenance

  • Staff recruitment

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