Commitment to Excellence enabling AI

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Clearview Advisory Services

Fractional CFO, Financial Advisory & AI-Driven Solutions - Owner Aaron Trujillo, CPA

📍 Calabasas, CA | 📧 aaron@clearview-cpa.com | 📞 (310) 713-8602 | IG @ aarontincali

Location: 4500 Park Granada Suite #202, 91302

About Us

At ClearView Advisory Services, we specialize in fractional CFO services, financial strategy, business intelligence, and AI-driven financial solutions for growth-oriented businesses. Our expertise spans industries such as auto repair, service-based industries, fabricators, retail, and professional athletes. We focus on optimizing profitability, cash flow, and financial operations to drive sustainable growth.

Our Services

✅ Fractional CFO Services

  • Providing strategic financial leadership to navigate complex business landscapes.

  • Implementing cash flow and profit optimization strategies tailored to your business needs.

  • Assisting in growth planning and supporting mergers and acquisitions to ensure seamless transitions.

✅ Accounting & Financial Operations

  • Overseeing budgeting, forecasting, and reporting to maintain financial health.

  • Optimizing systems like QuickBooks Online and Paycom for enhanced efficiency.

  • Establishing robust internal controls and ensuring compliance with regulatory standards.

✅ Business Intelligence & AI-Driven Financial Solutions

  • New: ClearView is now offering Big 4 AI solutions to small and medium-sized businesses, helping them leverage enterprise-level financial insights.

  • AI has provided ClearView the ability to monitor and record transactions accurately and in real-time, reducing human errors and improving financial transparency.

  • Developing AI-driven financial forecasting models to help businesses predict revenue, manage expenses, and optimize cash flow.

  • Implementing real-time financial dashboards for data-driven decision-making.

  • AI-powered expense trend analysis and fraud detection to enhance security and efficiency.

📌 Industries Served: Auto repair, service businesses, fabricators, retail, and professional athletes.

Client Success Stories

Our clients have experienced significant improvements in financial performance:

  • CPA Services for Professional Athletes (Los Angeles Rams, Los Angeles Clippers, and LAFC):

    • Provided comprehensive tax planning and wealth management for high-net-worth athletes.

    • Implemented AI-driven financial tracking, ensuring real-time visibility into expenses and earnings.

    • Assisted in structuring long-term financial strategies, including investments, estate planning, and risk management.

    • Helped players navigate complex tax regulations across multiple states and international jurisdictions.

  • Auto Repair Service:

    • Implemented a new budgeting framework, leading to a 15% improvement in cash flow.

    • Enhanced financial reporting accuracy, aiding better strategic decisions.

  • AI-Powered Financial Reporting for a Mid-Sized Business:

    • Reduced manual reporting time by 40% through AI automation.

    • Improved forecast accuracy by integrating machine learning-based predictive modeling.

    • Enabled real-time monitoring of financial transactions, reducing discrepancies and ensuring timely reporting.

Why Choose ClearView?

  • Big 4 AI Solutions for SMBs & Professional Athletes: We're bringing enterprise-level AI-driven financial strategies to small and medium-sized businesses, as well as professional athletes.

  • Proven Expertise: With over 24 years in accounting and financial leadership, we bring a wealth of experience to support your financial goals.

  • Cutting-Edge AI Integration: AI allows us to track transactions in real-time, minimize errors, and provide actionable insights to improve financial decision-making.

  • Customized Solutions: Our services are tailored to meet the unique needs of each client, ensuring optimal outcomes.

  • Commitment to Excellence: Our team is dedicated to delivering high-quality services that drive measurable results.

Get in Touch

Let's discuss how ClearView can support your business and financial goals with expert advisory and AI solutions.

📞 Call us: (310) 713-8602 | 📞 Message me on IG @ aarontincali
📧 Email us: aaron@trujwest.com
📍 Calabasas, CA