San Diego CA CFO Services

Executive-Level Financial Strategy For
Scaling Companies in San Diego

San Diego is a city fueled by innovation and opportunity. With thriving sectors in biotech, life sciences, technology, healthcare, and consumer brands, businesses across San Diego are scaling faster than ever before. But rapid growth brings financial complexityโ€”and success requires more than just great products; it demands strategic financial leadership.

At K-38 Consulting, we provide fractional CFO services, financial strategy, and executive advisory for businesses across San Diego and Southern California. Whether you’re an emerging biotech firm in Torrey Pines, a tech startup downtown, or an e-commerce brand based in Carlsbad, our CFO consultants deliver the expertise you need to drive sustainable growthโ€”without the cost and commitment of hiring a full-time CFO.

Technology Partners

Why San Diego Companies Partner
With K-38 Consulting

The San Diego economy moves fast, but so do the risksโ€”cash flow strain, fundraising challenges, operational inefficiencies, and missed strategic opportunities. Many companies need CFO-level insight, but arenโ€™t ready for a full-time hire.

K-38 Consulting offers a flexible solution: senior financial leadership delivered fractionally, helping you scale smarter, manage risk, and make better decisions without overextending resources.

Hereโ€™s how we help San Diego companies succeed:
With K-38 Consulting, you get real-world CFO expertise focused on helping your company scale sustainably and achieve lasting success.

San Diego

California, USA
outsourced CFO services

K-38 Consulting
CFOS & CPAS

Our CFO & Financial Advisory
Services In San Diego, CA

We provide a full suite of strategic financial services designed to support companies through rapid growth, fundraising milestones, and operational scaling.

Fractional CFO Services

We embed experienced CFO leadership into your company on a flexible basis, providing strategic planning, financial oversight, forecasting, and board-level support aligned to your growth stage.

Cash Flow & Capital Planning

Cash flow is kingโ€”especially for fast-growth companies. We help optimize working capital management, cash runway planning, and capital efficiency strategies to keep you funded and agile.

Financial Forecasting, Budgeting & Scenario Modeling

We create forward-looking financial models to help you plan for growth, manage risk, and prepare for future funding rounds or market shifts.

Fundraising & Investor Relations Support

Whether you’re raising your Seed, Series A, or later-stage funding, we provide investor-ready financial modeling, pitch deck development, and due diligence preparation to give you a competitive edge.

M&A Advisory & Exit Strategy

Planning to sell, merge, or acquire? We support valuation analysis, financial due diligence, and strategic transaction advisory to ensure your business maximizes its value during critical events.

Internal Controls & Financial Systems

We help businesses professionalize finance operations, implement audit-ready processes, and build scalable financial reporting and control systems that meet investor and board expectations.

Industries We Serve In San Diego, CA

San Diegoโ€™s economy is diverse and vibrant. We bring CFO expertise to companies across key sectors including:
Whether you’re a startup in Downtown San Diego, a biotech innovator in Torrey Pines, or a growth-stage brand based in Carlsbad, K-38 Consulting customizes CFO strategies to fit your industry and goals.

Why Partner with K-38 Consulting
For CFO Services?

At K-38 Consulting, we donโ€™t just manage your financialsโ€”we act as an extension of your executive team, helping you make the big-picture financial decisions that drive business success.

Why Work With K-38 Consulting?

At K-38 Consulting, we combine executive financial experience with an entrepreneurial, growth-minded approachโ€”helping companies not just manage growth, but lead it.

Led by Experienced CFOs

Every engagement is guided by former CFOs and finance executives with proven track records across industries

Scalable Support

Fractional, interim, or project-basedโ€”we adjust to your companyโ€™s evolving needs

Deep San Diego Market Knowledge

We understand the biotech, tech, healthcare, and innovation ecosystems that define San Diegoโ€™s economy

Execution Over Reports

We prioritize actionable strategies and measurable results, not just financial documentation

Serving Businesses Across San Diego & Southern California

We proudly support businesses across San Diego County and beyond, including:

Letโ€™s Build the Financial Strategy to Power Your San Diego Growth

If your San Diego-based company needs CFO-level financial strategy, capital planning, or growth-focused financial leadership, K-38 Consulting is ready to partner with you.

Client Testimonials

We treat our client's business as if it were our own

Explore Our How-To Guides for Startups

Looking for more insights into startup finance? Check out our latest blog posts on startup CFOs and financial strategy.

SaaS financial model
Interim CFO Services

How to Build a SaaS Financial Model: A Founder’s Step-by-Step Guide [With Template]

How to Build a SaaS Financial Model: A Founder’s Step-by-Step Guide [With Template] 4 out of 5 startups and small businesses fail because they can’t ...
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financial forecasts for startups
Budgeting and Forecasting

How to Build Financial Forecasts for Startups: A Founder’s Step-by-Step Guide

How to Build Financial Forecasts for Startups: A Founder’s Step-by-Step Guide 9 out of 10 startups fail, and poor financial projections rank among the top ...
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SaaS outsourced cfo services
Outsourced CFO Services

How a SaaS Startup Doubled Growth Using K-38 Consulting’s Outsourced CFO Services [Case Study]

How a SaaS Startup Doubled Growth Using K-38 Consulting’s Outsourced CFO Services [Case Study] A 2-year old healthcare SaaS company from Connecticut raised $5 million ...
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cash flow forecast
Cash flow management

How to Create a Cash Flow Forecast: A Startup’s Step-by-Step Guide [+ Free Template]

How to Create a Cash Flow Forecast: A Startup’s Step-by-Step Guide [+ Free Template] The statistics are stark – 9 out of 10 startups fail. ...
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startup funding
Fractional CFO Services

How to Raise Startup Funding: A Founder’s Step-by-Step Playbook

How to Raise Startup Funding: A Founder’s Step-by-Step Playbook The median Series A startup funding round reaches $11 million – four times more than a ...
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ecommerce performance metrics
Fractional CFO Services

How to Track Ecommerce Performance Metrics: A Step-by-Step Guide for 2025

How to Track Ecommerce Performance Metrics: A Step-by-Step Guide for 2025 Did you know that 68% of online shopping carts are abandoned before purchase? Your ...
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Ready To Connect For A Free Consultation?

We are the experts at helping startups and mid-size businesses with their accounting and finance.

Talk To A CFO

Get a Free 30-Minute Strategy Call with Dallas Alford IV, CPA, Founder of K-38 Consulting

READY TO CONNECT FOR A FREE CONSULTATION?

We are the experts at helping startups and mid-size businesses with their accounting and finance.
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