Druzy Financials
Druzy Financials

Druzy Financials

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Responds in about 2 hours

Introduction: My name is Lalan and I am an outsourced CFO and the owner of Druzy Financials. Druzy Financials specialize in small business financial growth and development. We offer a complete support system to help businesses get access to all service listed below (Or anything that your business needs help with, I can provide a solution or connection ): - Customized Monthly bookkeeping,Quarterly, Annualy Book Clean up and workflow optimization - CFO consulting/advisory to help business owners pave a clear path to better profit and cashflow - Connecting you to our partner for tax planning and tax preparation, - Assistance with Business Plan Creation, Financial modeling, budgeting and forecasting for loan/grant application process - General workflow audit and optimization - Step by step guidance on how to get your business started on the the right track - Registering your business in your state and all necessary business filings You will get access to these quality services with a fraction of the price. The power of outsourcing! A little background of me as an Outsourced CFO: I help business owners understand their financials from a managerial perspective by analyzing SMB’s financial statements targeting 15 drivers for revenue, profit and cashflow, then I interpret, suggest corrective action plans so business owners know exactly where they are at, what to do about their financials and how to improve it. You will be surprised how the right decision helps with better profit and cash flow. If you are facing any challenges in your business and not sure where to start, even if it's not within the scope of my business, don't hesitate to reach out, I am here to guide you to the right direction. You are not alone!
Overview

Hired 5 times

Serves San Diego, CA

Background checked

3 employees

1 year in business

Payment methods

This pro accepts payments via Cash, Check, and Credit card.

Social media

Instagram

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

2 photos

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

Exceptional 5.0

5 reviews

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pro avatar
Mark M.
Jun 28, 2022
Lalan is very patient and informative. She answers all my questions and helped to get my books up to date. She offers more than what she is charging for, and she makes things as easy as possible for busy owner like me. So glad that I found an accountant who I can rely on for the long term!
pro avatar
Elizabeth M.
Jul 31, 2022
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Hired on Thumbtack

Hired on Thumbtack

Lalan really came through with my exact needs. Not only that, she was gracious in working with my budget and took the time to explain best practices to me. So lucky to have found her. Definitely onboarding her as an outsourced CFO. Incredible resource and quality. Highly professional.
Accounting
pro avatar
Janelle A.
Jul 14, 2022
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Hired on Thumbtack

Hired on Thumbtack

I absolutely adore her! It doesn’t cost anything to do the initial call, so just take the leap & do it. She’s so knowledgeable & truly provides value. She’s willing to work with you at any stage & has the experience to back it up. You won’t regret relying on her for financial services (and more)! So so happy I’ve found someone I trust to work with long term. She’s well worth the investment.

Details: Small business (fewer than 10 employees) • Startup (less than 2 years) • No business plan in place • Healthcare • Retail / consumer goods • Remotely (phone or internet) • At the pro’s location • My home, venue, etc.

Druzy Financials's reply
Thank you so much for your trust and support! Can't wait to work together and see your business grow ! :D
Business Consulting
pro avatar
Megan W.
Aug 14, 2022
·

Hired on Thumbtack

Hired on Thumbtack

Lalan is knowledgeable and efficient. She has gone above and beyond to take care of me and my business.

Details: Small business (fewer than 10 employees) • Remotely (phone or internet) • My home, venue, etc.

Payroll Services
pro avatar
Ania F.
Aug 21, 2022
Beyond knowledgeable, great instructions, hands on, very responsive , professional .
Credentials
Background Check

Lalan Pulati

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Druzy Financials focus on making outsourced CFO Services accessible and affordable to businesses in all income ranges. All you need to do is to set up a Right-Fit Call so we can customize a growth oriented plan for you! - Customized Bookkeeping (Tax Planning Focused) Services starts at $400 per month up & One time $100 onboarding fee. - CFO Monthly Strategic Consulting Service starts at $1,000 and up, will increase based on revenue range.

  • What is your typical process for working with a new customer?

    1. For any type of service inquires: First, we will hop on a 30 minute Right-Fit Call to see if we are a good for each other. One I got a clear idea of your business needs, I will suggest which type of service does your business need. Also, I will offer a free financial analysis for your business which includes bookkeeping audit and Financial assessment. This assessment will show you what’s going right and what’s going wrong. It will spot any red flags and opportunities for growth. It will also give you a roadmap of what I think needs to happen within the next 12 months in order for you to make more money. 2. Bookkeeping service engagement: Once we signed a bookkeeping contract, we will conduct a kick off meeting to set up your accounts on QBO, and communicate monthly expectation for you as a customer and my duties as an accountant. Each month, a complete financial performance report will be sent to you and we will be scheduling a meeting to walk over your financial statements. During the monthly service, you can communicate with me anytime through email or text for information updates and, anything! Building a good relationship is the most important part of outsourcing collaboration. 3. If you also signed up for CFO services, this is what it's like to be working with me as an outsourced CFO: - we will set up our first kick off meeting to set targets for your business (financial goals ) for revenue, profit, cashflow drivers, we will create a high level pricing target and conduct different what if analysis to see how the price adjustment affects your cashflow and profit. - After this kick off meeting, each month I will be creating forecasts, compare the actual financial performance to the targets, conduct in depth ratio analysis for different profit and cashflow drives, in that way we can identify strengths, weaknesses, opportunities for growth, and all the analytics will be converted into non-accounting language so you as a business owner can understand what is actually going on from a managerial perspective to make the right financial decisions. All these will be communicated in our monthly CFO meeting. You will go home with a solid action plan until next month's meeting to improve your business financials. 3. Druzy Financials also offers Tax services, our tax expert will set up a free consultation call with you at first, if we are a right match for the tax service, we will start the tax planning right away and get you ready for the tax season until its time for tax season, your tax return will be prepared with the most accurate and tax saving focused financials.

  • What education and/or training do you have that relates to your work?

    - Bachelor of Science in Accounting - QBO Advanced Certificate - Certified CFO from The CFO Project

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