CPA-Led Accounting & Fractional CFO Support in San Diego, CA
Where biotech innovation meets military precision—and your books stay audit-ready.

Serving more of California
We support 8 cities across the state
How we help San Diego operators
Bookkeeping
- Accurate, up-to-date books for San Diego businesses
- Monthly close + reporting you can trust
Operational Accounting & Financial Reporting
- Stronger accounting workflows tailored to San Diego's business needs
- Audit/compliance readiness and cleaner documentation
Fractional Controller / Fractional CFO
- Cash flow planning + capital strategy for San Diego operators
- Strategic leadership for growth and risk management
What we see in San Diego
San Diego's economy is driven by biotechnology, defense, technology, and tourism. As businesses in these sectors scale, they face unique financial challenges—from complex R&D accounting to government contracting compliance. We help San Diego operators maintain clean books and strong financial operations.
As San Diego continues to grow and evolve, businesses face increasing complexity in their financial operations. We help you navigate this growth with clean books, clear reporting, and the financial clarity you need to make confident decisions.
- Managing R&D accounting and capitalization for biotech companies
- Navigating government contracting compliance and reporting
- Scaling financial operations to support rapid growth in competitive sectors
- Ensuring accurate financial reporting for investors and stakeholders
- Balancing operational efficiency with regulatory compliance requirements
Industries we commonly support in San Diego
We support modern businesses across the San Diego metro area, bringing CPA-led expertise to help you maintain clean books and strong financial operations.
Who We Serve in San Diego
From biotechnology & life sciences to professional services, San Diego businesses share a common need: financial clarity that enables confident decision-making. Here's who we work with most often in the San Diego market.
Startups & Growth-Stage Companies
Laying the foundation for sustainable growth
We work with early and scaling companies to establish clean books, disciplined reporting, and financial leadership that grows with the business.
Accounting System Transformation Teams
Building modern financial infrastructure
We help businesses replace fragile, outdated accounting processes with scalable systems that support growth, accuracy, and strategic insight.
Family Businesses
Preserving legacy while maximizing the future
We partner with multi-generational businesses to modernize financial systems, improve visibility, and support long-term continuity and stewardship.
Founder-Led Businesses
Empowering leaders with financial clarity
We help founders move from reactive financial management to confident, data-driven leadership—without losing focus on the business they're building.
Nearby areas we serve
Our remote-first approach means we can support businesses throughout the greater San Diego metro area and beyond.
Frequently asked questions
Do you work with San Diego biotech and life sciences companies?
Yes. We specialize in supporting biotech and life sciences companies in San Diego, from early-stage startups to established companies. We understand the unique financial needs of R&D-intensive businesses and can help you maintain clean books while navigating complex accounting requirements.
Can you help with R&D accounting and capitalization for biotech companies?
We have experience with R&D accounting, including capitalization rules, grant accounting, and the financial reporting complexities that come with research-intensive businesses. We'll help you maintain accurate books and clear financial reporting.
Do you serve businesses throughout the greater San Diego area?
Absolutely. We work with companies throughout the San Diego metro area, including Carlsbad, Oceanside, Chula Vista, and beyond. Our remote-first approach means we can support your business regardless of your exact location.
What makes your approach different for San Diego businesses?
We understand San Diego's unique economic mix and the financial challenges that come with biotech, defense, and technology sectors. Our CPA-led team brings deep expertise in the industries that drive the local economy.
Can you help with government contracting compliance in San Diego?
We have experience supporting businesses that work with government contracts. While we don't provide legal advice, we can help you maintain clean books and accurate financial reporting that supports compliance requirements.
Recommended next steps for San Diego teams
Explore how we can help businesses like yours, learn about our services, or dive into our process.
Startups & Growth-Stage Companies
Laying the foundation for sustainable growth
Accounting System Transformation Teams
Building modern financial infrastructure
Family Businesses
Preserving legacy while maximizing the future
Our Services
From bookkeeping to fractional CFO, services that scale with you
Our Process
How we work together to transform your financial operations
Get clarity in San Diego—without adding overhead.
Let's discuss how Assay AI can help your business achieve its financial goals with precision and confidence.