Services

We provide a wide range of strategic and financial services designed to help your business thrive.

Whether you’re looking to streamline your operations, gain deeper financial insights, or plan for growth, our expert team is here to support you with clarity and confidence.

How can we help you?

No matter where you are in your business journey—starting out, scaling up, or refining operations—we’re here to help. Our services are designed to give you clarity, control, and confidence in your finances, so you can focus on what you do best. Explore how our tailored support can move your business forward.

CFO Services

Our Fractional CFO services provide executive-level financial leadership without the overhead of a full-time hire. We partner with you to develop and refine your financial strategy, offering support in areas like budgeting, forecasting, capital planning, and decision-making. Whether you're preparing for growth, navigating uncertainty, or positioning for an exit, we bring clarity and structure to your financial future.

Performance Measurement

You can’t improve what you don’t measure. We help you define the right KPIs for your business, build intuitive dashboards, and regularly evaluate your performance data. With meaningful insights at your fingertips, you can track progress, spot trends, and adjust course with confidence.

Strategic Planning

We help transform your vision into a clear, data-backed roadmap for growth. Through customized planning sessions, forecasting, and business modeling, we align your financial goals with actionable strategies. Whether you're launching a new initiative or scaling operations, we work with you to create a plan that’s realistic, measurable, and designed for long-term success.

Financial and Operational Tech Consulting

Technology should make your business easier to run—not more complicated. We help you assess, implement, and optimize financial and operational systems, from accounting software to analytics tools. Our goal is to streamline your processes, improve transparency, and set you up with the tools you need to operate efficiently and make informed decisions.

Full-Service Bookkeeping

We take the stress out of managing your financial records by handling everything from daily transaction entry to payroll processing and monthly financial reporting. Our team ensures your books are accurate, organized, and up-to-date—giving you the information you need to make smart decisions. With our support, you can stay compliant, minimize risk, and focus your energy on growing your business.

Transition Services

Transitions can be complex—whether it’s a merger, acquisition, leadership change, or business sale. We offer hands-on financial and operational support to ensure the process goes smoothly. From due diligence and clean-up to planning and execution, we help you navigate change with confidence and continuity.

Our Customers

At OmniVista Advisors, everything we do starts with understanding you. We don’t believe in one-size-fits-all solutions—we take the time to learn your goals, your challenges, and your vision for the future. Our team becomes an extension of yours, offering tailored support, proactive communication, and guidance that evolves with your business. We’re committed to delivering results that matter—and building relationships that last.

I highly recommend OmniVista as accounting advisors for any council or organization within Scouting America. With several Eagle Scouts on their advisory team, they bring not only exceptional nonprofit accounting expertise but also a deep, personal understanding of the Scouting movement. We made a seamless transition from another accounting service to OmniVista, and their professionalism and efficiency made the process smooth and stress-free. Most importantly, they already understand the unique financial structure, systems, and compliance requirements of Scouting America, which allowed them to jump in immediately and provide value from day one. OmniVista has brought clarity, responsiveness, and confidence to our financial operations. If you're seeking a financial partner who truly understands both the numbers and the mission, OmniVista is the clear choice.

Andrea McClellan

Scout Executive / Scouting America-Ventura County Council

I recently worked with OmniVista, and I couldn't be happier with the experience. They were instrumental in helping me define both my long-term and short-term goals for setting up my small business and managing my accounting. Craig, in particular, was incredibly responsive and provided excellent guidance throughout the process. His expertise set me up for success, and I truly appreciate the support from him and the team. Highly recommended!

Gabrielle A. Rosa

DVM, cVMA, CRPM / Ripples of Relief

I can't recommend OmniVista Advisors highly enough. Even before I was officially a client, they went above and beyond to assist me with my financial questions. Their expertise and wisdom are matched only by their integrity and character. In the realm of finances, trust is paramount, and OmniVista embodies this. They've earned my trust, and I'm confident in their ability to manage my financial needs.

Jess Hall

CEO / Sherwood Entertainment

I want to extend my sincere appreciation to Craig, Curtis, and the entire Omni Vista Advisors team. Their commitment to Scouting goes far beyond a typical service relationship, and it truly makes a difference. It’s inspiring to witness the impact Scouting has—and the incredible people who make it happen. If you're looking for a team that leads with integrity, passion, and a genuine dedication to making a difference, I wholeheartedly recommend OmniVista Advisors.

Pete Carteaux

Assistant Executive and COO / Scouting America-Abraham Lincoln Council

OmniVista Advisors proved indispensable during our inaugural audit, providing proactive, on‑time support at every stage of the process. Their deep accounting expertise and broad financial insight let them anticipate issues early and deliver clear, practical guidance precisely when we needed it. They also collaborated seamlessly with our external auditors, streamlining communication and keeping the process on schedule. I highly recommend OmniVista Advisors to any organization seeking knowledgeable, forward‑thinking partners.

Felipe Pinto

CEO / Revolve Labs, Inc.

Schedule a Discovery Call.

Let’s start with a quick conversation to see if your business is a good fit for our Free Look O.V.E.R. consultation. This 8-hour, no-obligation financial review is designed to uncover opportunities, risks, and inefficiencies in your business—but first, we’ll chat to understand your needs and ensure we can deliver the most value.