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Expert financial advisory for scalable growth in Westlake Village, CA
120+
Active Clients
$1B+
Managed Revenue
95%+
Client Retention
Keystone Advanced Solutions is a financial advisory firm based in Westlake Village, CA. They provide outsourced accounting, Fractional CFO services, and business advisory solutions to small and mid-sized companies. Their services include client accounting services, financial reporting, M&A advisory, and strategic planning, helping businesses optimize cash flow and prepare for growth or strategic exits.
120+
Active Clients
$1B+
Managed Revenue
95%+
Client Retention
15+
Years of Experience
Keystone Advanced Solutions provides outsourced accounting services, including bookkeeping and financial reporting, to support businesses in managing their financial operations effectively.
The company offers fractional CFO services, providing strategic financial leadership and guidance to businesses without the need for a full-time CFO.
Keystone Advanced Solutions delivers comprehensive client accounting services, including financial planning and strategy development, to help businesses optimize their financial performance.
The firm provides advisory services for mergers and acquisitions, supporting businesses in navigating complex financial transactions.
Keystone Advanced Solutions offers strategic planning services to help businesses align their financial operations with overall business strategy and goals.
The company provides revenue operations consulting to enhance business efficiency and scalability.
Keystone Advanced Solutions assists with financial reporting, ensuring compliance and transparency in financial operations.
The firm offers payroll processing services to streamline HR operations for businesses.
Keystone Advanced Solutions helps businesses manage costs and create effective budgets to achieve financial stability and growth.
The company provides forecasting services to help businesses anticipate future financial trends and make informed decisions.
Key Selling Points
Keystone Advanced Solutions provides strategic financial leadership through fractional CFO and Controller support, ensuring businesses have the executive-level guidance they need.
The company offers full-cycle Client Accounting Services, including financial reporting, to help businesses optimize cash flow and improve financial visibility.
Keystone provides M&A advisory services and strategic planning, helping businesses prepare for scalable growth or strategic exits.
They tailor innovative financial management and business solutions to meet the specific needs of middle-market businesses.
The company is supported by a team of experienced U.S.-based professionals with backgrounds in corporate finance, high-growth startups, and financial technology.
Keystone Advanced Solutions offers a modern and responsive approach to outsourced financial leadership, helping businesses navigate complexity and seize opportunities.
