Financial Planning & Analysis Services

Cash Flow Modeling & Margin Analysis

Cash flow drives stability. We model different scenarios to help you evaluate hiring decisions, capital investments, pricing changes, and expansion plans with greater confidence.

Fractional CFO Support

For businesses that need executive-level financial oversight without hiring a full-time CFO, our fractional CFO services provide strategic insight, board-ready reporting, and forward-looking analysis.

This service is ideal for San Diego companies entering a new stage of growth and seeking stronger financial visibility.

Our FP&A process begins with understanding your revenue model, cost structure, and strategic objectives. From there, we build financial models that support hiring plans, capital investments, and expansion scenarios. The goal is not simply forecasting, but creating a disciplined framework that strengthens executive decision-making.

 
 
 
 
  EXCELLENT  
  
 Based on 26 reviews 
 
 
  
 
 
 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Hailee Wray 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
As a business owner, having a knowledgeable and reliable CPA is absolutely essential, and I truly can’t say enough great things about mine. They bring a level of professionalism, responsiveness, and expertise that gives me complete confidence in my financials and decision-making.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Richard Ables 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I used Number Nerds after finding all the great reviews on Google and loving the name of the company. They are an absolutely phenomenal company that I highly recommend. From my first call to ask them about doing my taxes, to meeting online with Avi, to getting my taxes filed, the entire thing was an extremely smooth process. They were extremely compassionate and understanding about my situation. They kept me updated with regular emails through the customer portal, so I always knew what was going on. Uploading all my tax documents was really easy and Avi made sure that I was aware they were available to me should any questions arise. I can't say enough good things about Number Nerds. If you need tax preparation, use them. Highly, highly recommended.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 SARALA SHETH 
 
 
 
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I am more than happy / satisfied with their help / service.  They are    ‘ Best Of The Best ‘ 🙏
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Derric Lee 
 
 
 
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Number Nerds took over when my accountant of 20 years retired. They made it a smooth transition and have been very helpful getting all my taxes done quickly and easier with a nice portal website for supplying paperwork and getting updates. Highly recommended.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Tommy Le 
 
 
 
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Very helpful, responsive, and proactive in reaching out for additional information to ensure true accuracy of my returns. The team was very attentive and considerate of my needs by reaching on weekend and after hours to complete the work on time. Definitely my go to team moving forward.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Shannon Fontius 
 
 
 
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Fast and professional. Easy to use client portal. Lovely to work with. Great communicators and easy to get in touch and ask questions. Delighted to be working with Number Nerds.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 christopher weiner 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Avi has been amazing to work with. She's helped me with both my personal and business taxes. She has gone above and beyond every step of the way. We are a small account for her but we're treated like her top client. She is extremely smart, responsive, and easy to work with. Thank you Avi for doing such an awesome job!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 seyhan guzelordu 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
The Number Nerd team delivered an incredible performance. My tasks required a bit more attention and care, but thanks to their experience, we were able to handle all challenges with ease. I am grateful to the Number Nerd team for their professionalism, quick response, and effective approach.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Melodie Holley 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Avi and Payam are exceptional CPAs. They are smart, knowledgeable, and truly responsive. Working with them is a breeze. They use modern systems where I upload and organize files electronically. Their turnaround on the tax filings is fast and accurate. They typically respond to questions within hours! Their fees are in line with the market. Our family is delighted to have found them.
  
 
  
 
 
 
   
 
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