WHY CHOSE LETA FINANCIAL
At Leta Financial, we help business owners strengthen their financial foundation and confidently navigate moments that require credibility such as: funding conversations, due diligence, acquisitions, or the next stage of growth.
Our work goes beyond clean books. We take a strategy-first approach, translating historical financials into forward-looking insight so leaders can make informed decisions and present a clear, defensible financial story when it matters most.
As a CPA-led Fractional CFO firm, we support clients who have outgrown basic bookkeeping and need financials that stand up to scrutiny. From identifying what’s driving profitability to addressing risks that impact valuation and cash flow, we bring structure, context, and discipline to complex decisions.
From disciplined accounting and bookkeeping to senior-level CFO advisory, we provide the financial structure businesses need to move forward with confidence.
ACCOUNTING
As a CPA-led firm, we look at your financials holistically ensuring they are properly categorized, structured, and presented to reflect how your business actually operates.
We make sure costs are in the right place, margins make sense, and key metrics like profitability and EBITDA tell an accurate story. The result is financial reporting you can trust, understand, and use with confidence.
FINANCE
We help business owners move from hindsight to foresight. Through budgeting, forecasting, and financial modeling, we provide visibility into cash flow, profitability, and future scenarios so leaders can plan with confidence and allocate resources strategically.
This work supports growth planning, capital decisions, and conversations that require forward-looking clarity.
CFO ADVISORY
Our CFO advisory services provide senior-level financial leadership without the overhead of a full-time hire. We partner with owners and leadership teams to manage cash flow, evaluate strategic opportunities, prepare for due diligence, and navigate complex financial decisions.
This is ongoing, strategic support designed for businesses that have outgrown basic reporting and need financial insight they can stand behind.