AW Capital & Consulting is a leading Southern California provider of outsourced CFO services. Based in Santa Barbara, we are a group of experienced chief financial officers who engage with business owners, CEOs and CFOs on demand to address strategic planning, business management, and day-to-day financial operations challenges. We deliver services as interim CFO, part-time CFO, project-based CFO, recruitment-to-permanent CFO and interim-to-permanent CFO. 

AW Capital & Consulting clients benefit from our services in a number of significant ways. CEOs achieve higher levels of understanding that support better business decisions. They move from reactive to proactive stances and gain greater financial control. CFOs get through burdensome special projects to see complex requirements addressed on time. These benefits – derived from identifying opportunities, defining solutions, and taking action – far outweigh the costs and risks of delay. Ultimately, AW Capital & Consulting interim CFO services deliver improved performance that results in greater profitability and enhanced business value.

Contact AW Capital & Consulting for more information, or 805.364.0977.


Your controller conducts a periodic review of your general ledger with the bookkeeper to ensure all activity is posted correctly and that any necessary cash to accrual or income recognition adjustments have been made. The frequency of the review depends on the level of controllership services you select, but at minimum the review will take place monthly. After each monthly review, the controller issues financial statements and locks your accounting data file for the period so that no data can be changed after the reports are issued without the controller’s full knowledge and permission. The controller then distributes the financial reports package for the month to designated personnel at your company. Monthly or quarterly, this report package will include a management letter explaining the significance of your financial reports and calling your attention to critical business ratios and areas of concern, and an invitation to meet with the controller for a thorough review and discussion of your financial reports. Contact AW Capital & Consulting for more information, or 805.364.0977.


Your full-charge bookkeeper is responsible for daily entry of accounting transactions – vendor bills, customer invoices, bill payments, customer payments and deposits, and other disbursements and withdrawals. The bookkeeper maintains complete and up-to-date detailed Accounts Receivable, Accounts Payable and cash account ledgers and provides daily or weekly reports on these and other critical areas of business management. The bookkeeper either processes payroll or makes the necessary entries to record payroll processed by a third-party provider. In either case, payroll entries will include complete recording of gross wages, employer tax and other payroll expenses, and payroll liabilities. Contact AW Capital & Consulting for more information, or 805.364.0977.