Strategic Financial Leadership for Growing Businesses
We help companies in Orange County build stronger financial foundations and make better decisions with expert fractional CFO and accounting services.
Filling the Gap Between Bookkeeping and Full-Time CFO
Many growing businesses reach a point where they need sophisticated financial leadership but are not ready for a full-time CFO. They have outgrown basic bookkeeping but lack the strategic financial guidance to reach the next level.
BlueCrest Group exists to fill this gap. We provide fractional CFO, controller, and accounting services that give businesses access to experienced financial leadership at a fraction of the cost of traditional executive hires.
Our approach is simple: understand your business deeply, provide clear financial insights, and help you make better decisions. No unnecessary complexity, no jargon-filled reports that sit unread. Just practical financial leadership that helps your business grow.
Who We Serve
- Growing businesses with $1M+ in revenue seeking strategic financial guidance
- Companies preparing for fundraising, acquisition, or significant growth
- Businesses needing better financial visibility and reporting
- Entrepreneurs who want a trusted financial partner, not just a vendor
Meet Josh
Josh is a dynamic and results driven financial executive with over 15 years of experience in start up and real estate industries. He has a track record of success in leading finance teams, developing financial strategies, and driving growth for companies of all sizes.
Throughout his career, Josh has been instrumental in the success of several high growth start ups, helping to secure funding, launch products, and scale operations. He has a deep understanding of the unique challenges and opportunities that come with building a successful start up and has honed his ability to navigate complex financial issues with ease.
In addition to his experience in start ups, Josh has also held senior financial positions in the real estate industry, where he has played a key role in the management of complex real estate portfolios. He has extensive experience in financial modeling, forecasting, and budgeting, and has successfully led numerous financing and acquisition transactions. His strategic approach to finance has been instrumental in the growth and success of the companies he has worked with, and he is committed to driving results through collaboration, innovation, and a relentless focus on delivering value to stakeholders.
Principles That Guide Our Work
These principles guide how we work with every client and inform every recommendation we make.
Trust
The foundation of every relationship we build, established through transparency, consistency, and sound financial judgment.
Value
Delivering clear insights that lead to measurable business impact rather than unnecessary complexity.
Being Heard
Taking time to understand each client's challenges, priorities, and long term vision to ensure strategies align with real business goals.
Ready to Get Started?
Schedule a free consultation to discuss how BlueCrest Group can support your business with strategic financial leadership.