Fiscal Oak Advisory
Empowering Growth, Ensuring Stability
A Note From Our Founder
Strategic Financial Leadership for the Modern Enterprise
My journey to founding this company was shaped by over two decades of working at the intersection of finance, strategy, and people. As an international finance executive, I’ve learned that the most powerful numbers tell a story—a story of potential, efficiency, and growth. My experience spans from hands-on technical accounting and audit management to strategic planning and IPO due diligence. But at its core, my approach has always been about building effective relationships and providing crucial support to teams and stakeholders. Now, I’m applying that same collaborative, strategic mindset to our mission: building something exceptional and enduring, together.
Our services are not just about providing financial advice. They are about empowering your company to reach its full potential. Our fractional CFO services deliver high-caliber financial strategy, planning, and execution on a flexible, part-time basis. This gives you access to C-suite expertise without the full-time cost. Our dedicated board advisory services provide independent, seasoned counsel to enhance oversight, drive accountability, and navigate pivotal decisions.
Jason Atyabi, CPA
Our Services
Your Strategic Partner in Financial Leadership
Welcome to Fiscal Oak Advisory, where we combine deep operational finance experience with strategic governance perspectives. We are not just consultants; we are partners in your company’s growth and success. Our services are designed to foster stability, fuel growth, and build lasting value for your company.
Fractional CFO Services
Our Fractional CFO services provide the benefits of a full-time CFO on a part-time basis. We offer strategic financial planning and execution tailored to your company’s needs. From budgeting and forecasting to financial reporting and analysis, we provide the financial leadership you need to drive growth and profitability.
Board Governance Advisory
Our Board Governance Advisory services are designed to enhance your board’s oversight and accountability. We provide independent, seasoned counsel to help your board navigate pivotal decisions with confidence. Our services include board training, governance reviews, and strategic planning sessions.
Financial Strategy and Planning
We believe that a robust financial strategy is key to your company’s growth. We work with you to develop a comprehensive financial plan that aligns with your business goals and objectives. Our services include strategic financial planning, capital structure advice, and risk management.
Execution and Implementation
A strategy is only as good as its execution. That’s why we don’t just provide strategic advice; we also help you implement it. From improving financial processes and systems to managing financial risks, we ensure that your financial strategy is effectively translated into action.
What Sets Us Apart
Driving Growth, Building Value
At Fiscal Oak Advisory, we believe in a unique approach to financial consulting. Here’s what sets us apart:
Experience
With over two decades of executive financial and governance experience, we bring a wealth of knowledge and insight to your company
Flexibility
Our fractional CFO services provide the benefits of a full-time CFO on a part-time basis, giving you flexibility and cost-effectiveness.
Partnership
We don’t just provide services; we partner with you to ensure your company’s growth and success.
Contact Us Today!
Phone: (805) 309-3960
Email: contact@fiscaloakadvisory.com
Hours: Monday through Friday, 9am – 5pm PST