Outsourced CFO Position NATIVE RECORDS as a fractional CFO and financial advisory partner for growth stage SMBs in Los Angeles. Bundle forecasting, financial analysis, and tax planning into a retainer to unlock recurring revenue and deeper client engagements.

Cloud Training Capitalize on their accounting software training offering by packaging client onboarding and ongoing training. This increases stickiness, improves outcomes, and creates recurring revenue from software adoption engagements.

Tax Compliance Leverage tax consultation and compliance services to secure year-round engagements beyond peak season. Propose fixed monthly retainers for ongoing planning, filings, and regulatory updates.

Local Boutique Highlight the benefits of a small, local Los Angeles firm that provides hands-on service and rapid responsiveness. Target local SMBs seeking a trusted partner who can scale alongside growth.

Remote Delivery Leverage a lean team and cloud infrastructure to serve remote clients efficiently. Position as a cost-effective, scalable solution for businesses outside Los Angeles as demand for outsourced accounting grows.