OmniVista Advisors

Clear Vision on the Pathway to Success

At OmniVista Advisors, we specialize in empowering businesses with financial clarity and strategic direction. Whether you’re a startup navigating early growth or an established company seeking to streamline operations, our team provides expert insights and hands-on support to help you thrive. We don’t just offer services—we offer solutions tailored to your goals, delivered with transparency, integrity, and precision. With fixed-fee pricing, industry expertise, and a collaborative approach, OmniVista is your trusted partner on the journey to long-term financial success.

Schedule a Free Consultation

Unlock up to $5,000 in value—absolutely free.
OmniVista Advisors is offering a no-obligation, 8-hour financial consultation designed to uncover hidden inefficiencies and guide your business toward greater stability and growth.

What’s Included:

Comprehensive Financial Review

Identification of Key Issues

Actionable Observations & Recommendations

Tailored Action Plan

Take advantage of this opportunity to gain expert insights and enhance your company’s performance—at no cost to you.

CFO Services

Executive-level financial strategy, forecasting, and guidance without full-time cost.

Performance Measurement

Track key metrics and KPIs to drive smarter business decisions.

Strategic Planning

Data-driven financial roadmaps designed to achieve long-term business goals.

Financial and Operational Tech Consulting

Optimize operations with modern tools, automation, and integrated financial systems.

Full-Service Bookkeeping

Complete financial recordkeeping, payroll, and reporting to ensure accuracy.

Transition Services

Support for mergers, exits, or restructuring with seamless financial transitions.

Let us help you with a Free Look O.V.E.R.

Look O.V.E.R. stands for Operation Vitality and Efficiency Review—a no-cost, limited-time financial consultation offered by OmniVista Advisors.

Our Customers

We’ve had the privilege of partnering with businesses across industries- from startups to established companies- and helping them gain clarity, control, and confidence in their financial future. Here’s what some of our clients have shared about their experience working with OmniVista Advisors.

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.