Client perspective

What founders say when finance finally works.

Real words from the people who run the companies. Growth, clarity, confidence, and control — in their own language.

San Diego Companies

Local founders building with SDCFO — San Diego roots, operator mindset.

Daniel Goldstein
Trust & Will Capital & growth

The Weekly Accounting System is the reason we raised money and scaled our company. John and the SDCFO team dream in spreadsheets and can simplify and accelerate your business beyond words.

Daniel Goldstein Trust & Will, Co-Founder & COO
Steven Wilcox
PARKIT Investor materials

I've recommended the Weekly Accounting System to all my friends running consumer brands. The SDCFO team has leveled up my understanding of the dynamics in our business. The analysis from The System features prominently in my investor materials.

Steven Wilcox PARKIT, Founder & CEO
Andy Brooks
Pylon Brands Multi-country visibility

We finally found a system that could bring visibility to our entire Amazon business. The SDCFO team brought all our data from multiple countries and currencies into one view that integrates key metrics, financials, and unit economics. It has helped focus the management team and the board on the right things.

Andy Brooks Pylon Brands, Co-Founder
John McKusick
NextLeft Clarity & profitability

We experience the Weekly Accounting System's power with financial clarity, and it is an instrumental driver for our growth, cashflow, and profitability. The SDCFO system and team are spectacular. Highly recommended for any team wanting to scale while being financially responsible.

John McKusick NextLeft, Founder & CEO
Matt Voigt
Saambaa Problem solving

I have a finance background, but John and the SDCFO team bring more than numbers to the table — they bring a fresh perspective. The real differentiator comes in the form of problem solving and solution building. That's why I've been a loyal customer for three years and successfully recommended SDCFO Group to several peers.

Matt Voigt Saambaa, CEO
Stephen Espinosa
ThePapaBear · PersonaOS · Little Learners Therapy 15-year partnership

John has been my financial dad for over fifteen years. We've co-founded companies and worked together through thick and thin. I run the Weekly Accounting System through SDCFO Group across all of my businesses.

James Conole
Root Financial Unit economics

On our first call, when we were just starting out, John helped me understand our unit economics which have helped us to grow self-funded to 20x our size. He could charge 10x what he charges us and it would be worth it.

James Conole Founder, RootFinancial.com
Neal Bloom
Rising Tide Partners Proactive clarity

John proactively took over the books for Rising Tide Partners reconciling 3 years of investments in a one hour meeting with me. I highly recommend him and his team for whatever financial challenges your business faces.

Other Cities Further North and East

Companies across the country who work with our system.

Anna Lindow
Brave Health System & mindset

The Weekly Accounting System, delivered by SDCFO Group, is a thoughtful, rigorous framework any founder can benefit from, even those with significant experience working with data. It's not just a set of tools but a mindset shift. It helped us uncover insights that had been hiding in plain sight.

Anna Lindow Brave Health, Founder & CEO
Dustin Lemick
BriteCo IFM & Monday Morning Metrics

The Integrated Financial Model and Monday Morning Metrics have transformed how we see our business. The SDCFO team behind the Weekly Accounting System has been instrumental in our growth.

Dustin Lemick BriteCo, Founder & CEO
David Fudge
Aplós Inception to fundraising

SDCFO Group has grown with us since inception. They set up our Quickbooks, our financial model, and have been instrumental in growing Aplós and helping us raise money.

David Fudge Aplós, Founder & CEO
Jake Schwartz
Brave Health Repeatable system

Monday Morning Metrics transformed how we managed and grew General Assembly. And then it happened again with Brave Health — same SDCFO team, same system, same results.

Jake Schwartz Brave Health, Founder & Chairman
Bob Sherrif
Career Dash Granular understanding

The Weekly Accounting System means I don't worry anymore about whether I understand my business or not. Understanding things at a granular level has made making decisions that much more effective. Not to mention the constant support of the SDCFO team. Can't recommend this group more.

Bob Sherrif Career Dash, Founder & CEO
Bryan Schwartz
Recovery Works NW Team education

SDCFO Group is much more than your typical accounting company. They take an innovative approach to combining real-life data and KPIs with traditional financials to give you an individualized system from which to run your business. They take the time to learn your business as well as educate the key members of your team. With SDCFO Group as part of our team, I have never been more confident in our ability to reach new heights!

Bryan Schwartz Recovery Works NW, CEO & Co-Owner
John Graber
Graber Custom Structures External advisor approval

The tax guy liked what SDCFO Group is doing.

John Graber Graber Custom Structures

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Tell us what is changing, where finance is falling short, and which decisions need a better answer.

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