About Us

What We Do:

CCS is a boutique firm specializing in financial advisory, consulting and asset management services. We work closely with small businesses (privately held – either bootstrapped or venture-backed) including technology startups, manufacturing, construction, retail (direct to consumer) sectors as well as other industries.

Our core focus is analyzing, evaluating and implementing solutions that address the specific needs of our clients which include business owners, manufacturers, financial institutions, private equity and other business stakeholders connected to the industries we serve. Our established business teams leverage extensive experience to support all aspects of an engagement and ensure successful execution.

We are based in Walnut Creek, Ca – approximately 25 miles east of San Francisco, Ca.

Our Mission:

To drive significant financial growth and operational excellence for dynamic organizations, leveraging expertise in strategic financial planning, M&A integration, and robust financial controls to deliver sustainable value and optimize performance.

Why Partner With Us?

We pride ourselves on results-oriented financial performance with a proven track record of driving substantial revenue growth with quick ROI improvements. Our expertise includes:

      • Strategic financial planning

      • M&A Due Diligence & post transaction integration

      • Rigorous internal control development, ensuring both top-line expansion and operational efficiency. 

      • Optimize cash flow and working capital 

      • Secure financing partnering with banks to establish or expand a line of credit for increased working capital  

      • Automate reporting, and transition functions to achieve rapid cost savings and sustainable ROI growth.

Our Clients Are Saying…

  • "I cannot begin to express my thanks and gratitude to you for the great result you achieved in restructuring my company. I felt safe and understood. The professionalism, care, and consideration for my needs has been superb. I will be recommending you to every person I know looking for accounting help in the future!”

    Kristin S.

  • “I was extremely happy with the way CCS facilitated my company’s fundraising needs and the result achieved. Throughout the process everyone at CCS was professional, polite, and friendly. I could not have asked for anyone better to support my business.”

    Sean M.

  • "Delivered on all project financing aspects of our engagement.”

    Chris O.