MURRIETA, CA · FRACTIONAL CFO & CPA
Tax Ready.
Raise Ready.
Exit Ready.
The Fractional CFO who takes founders from
messy books to closed capital raises.
Not ready for that yet? Start with Basic Accounting
MURRIETA, CA · FRACTIONAL CFO & CPA
Tax Ready.
Raise Ready.
Exit Ready.
The Fractional CFO who takes founders from
messy books to closed capital raises.
Not ready for that yet? Start with Basic Accounting
TAX READY · RAISE READY · EXIT READY · $135M+ RAISED · 25+ YEARS IN ACCOUNTING · 6 FRACTIONAL CFO CLIENTS · MURRIETA, CALIFORNIA · TAX READY · RAISE READY · EXIT READY · $135M+ RAISED · TAX READY · RAISE READY · EXIT READY · $135M+ RAISED · 25+ YEARS IN ACCOUNTING · 6 FRACTIONAL CFO CLIENTS · MURRIETA, CALIFORNIA ·
01 · THE NUMBERS
02 · ABOUT
Clarity. Capital.
Confidence.
You lead as CEO. She runs the numbers as your CFO.
Ngoc has seen this exact pattern more times than she can count: a brilliant founder, buried financials, a story that just needs to be told correctly. With 25+ years in accounting, audits, and financial leadership, and having personally scaled her own Fractional CFO practice from zero to six client engagements and over $135 million raised in 18 months, she’s not guessing at what investors want to see. She knows.
She’s personally built and run multiple businesses from the ground up, tried more than 15 networking and affiliate ventures, and holds an insurance license alongside her CPA. She’s walked the walk, not just studied it.
Licensed CPA | Licensed Insurance Agent |
Fractional CFO Practice, Est. 2021 | Murrieta, California
THE BUILD PROFIT FIRST PROMISE
Founders scaling from 7 to 8
figures will go from financially uncertain to raise-ready,
funded, and systemized to scale.
03 · THE REAL PROBLEM
You don’t have a bookkeeping
problem. You have a scaling problem wearing a bookkeeping costume.
Entrepreneurs scaling from 7 to 8 figures know they need to
raise capital and get their finances in order, but they don’t have
the financial skillset, the know-how to raise capital, or the
connections to VCs, family offices, and investors.
Worse, the CPAs and accountants they’ve hired to fix this
usually can’t either: their books are consistently a mess.
Your books are probably a mess. Most founders’ are, even the ones with an accountant.
Hiring an accountant is not the same as being raise-ready.
“My bookkeeper handles it” is not a financial strategy.
04 · what i offer
Three ways to work together
Entry Point
Basic Accounting
From $400 / month
Accurate, up to date accounting records.
The entry point, or where you start if a
Fractional CFO isn't the right fit yet.
Active
Core Offer
Fractional CFO Services
From $2,000 / month, rising to $6,000 / month plus 2 to 5% equity once capital is raised
Books cleanup, financial model, pitch deck, and a direct introduction to Ngoc's investor network. Once capital closes, she implements the payroll, cash flow, and Profit First systems to run the business afterward.
6 Active Clients
Coming Soon
Fractional CFO Coaching
Program details in development
A program to train other CPAs and accountants to connect the dots the way she does: from raising capital to managing cash flow, not just compliance.
Launching Soon
05 · how it works
The 3-step plan
01
Get Clear
A discovery call and an NDA come first. Then Ngoc reviews your financial data, accounting records, and business structure. For the first time, you get an honest, expert read on where your business actually stands.
02
Get Fundable
Together, you clean up the books, build out the financial model, and create or update your pitch deck. Ngoc brings her network of investors to the table. This is the core transformation: a financial story investors trust.
03
Get Systemized
Once capital is secured, Ngoc implements the process and systems: hiring, payroll, cash flow management, and Profit First accounting. You land with a business that's not just funded, but built to scale toward the exit you want.
06 · results
$1M closed in 3 business days
3 months, start to close
“I have connected the dots for business owners from raising capital to managing the cash flow and put process and systems in place.”
NGOC TRAN, FOUNDER
BEFORE
A CFO client with an engineering background had never built a business and lacked experience with financials, financial modeling, raising capital, or process and systems for accounting, payroll, and HR.
WHAT WAS DONE
Built the financial model. Connected the client to investors. Closed the capital raise. Then implemented HR and payroll systems.
AFTER
$1 million in capital funding closed within 3 business days of the investor presentation. Six employees officially hired. Cash flow actively managed and the company scaled.
07 · LET'S TALK
Book a
Discovery Call
Get your books, model, and pitch deck raise-ready.
Not ready for a Fractional CFO yet? Start with a Basic Accounting engagement to see the difference in how your numbers are handled.
[email protected]
Murrieta, California
Every Founder-Engineer deserves to raise, scale, and lead without carrying the financial weight alone.
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Tax Ready. Raise Ready. Exit Ready.