Druzy Financials | San Diego, CA

  • Total Hires: 12 times
  • Service Area: San Diego, CA
  • Team Size: 3 employees
  • Business Duration: 4 years
Druzy Financials

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Cash
  • Check
  • Credit Card

Services Offered

Accounting needs

  • Bookkeeping
  • Managing AR and AP
  • Preparing fin. statements
  • Preparing tax returns

Entity type

  • Individual or sole proprietorship
  • Partnership
  • S-Corp
  • C-Corp / Corporation
  • Non-profit

Industry

  • Sales & marketing
  • Healthcare
  • Technology / IT
  • Manufacturing
  • Financial services
  • Education
  • Retail / consumer goods
  • Real estate
  • Construction
  • Other
  • Non-profit

Annual income

  • Less than $100K
  • $100K - $500K
  • $500K - $1M
  • $1M - $5M
  • $5M - $10M
  • Greater than $10M

Accounting software

  • QuickBooks
  • Xero
  • NolaPro
  • Sage
  • Quicken
  • TurboTax

Work location

  • My customers travel to me
  • I travel to my customers

About

My name is Lalan and I am an outsourced CFO and the owner of Druzy Financials.

Druzy Financials specialize in small business financial growth and development. We offer a complete support system to help businesses get access to all service listed below (Or anything that your business needs help with, I can provide a solution or connection ):

- Customized Monthly bookkeeping,Quarterly, Annualy Book Clean up and workflow optimization

- CFO consulting/advisory to help business owners pave a clear path to better profit and cashflow

- Connecting you to our partner for tax planning and tax preparation,

- Assistance with Business Plan Creation, Financial modeling, budgeting and forecasting for loan/grant application process

- General workflow audit and optimization

- Step by step guidance on how to get your business started on the the right track

- Registering your business in your state and all necessary business filings

You will get access to these quality services with a fraction of the price. The power of outsourcing!

A little background of me as an Outsourced CFO:

I help business owners understand their financials from a managerial perspective by analyzing SMB’s financial statements targeting 15 drivers for revenue, profit and cashflow, then I interpret, suggest corrective action plans so business owners know exactly where they are at, what to do about their financials and how to improve it. You will be surprised how the right decision helps with better profit and cash flow.

If you are facing any challenges in your business and not sure where to start, even if it's not within the scope of my business, don't hesitate to reach out, I am here to guide you to the right direction. You are not alone!

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Lalan Pulati
    • Completed on 6/27/2022

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