Cherokee County & Metro Atlanta, GA

Your Business Deserves a Real CFO

Senior CPA with 9+ years at a Top 20 firm — bringing audit-grade financial expertise to small and family-owned businesses at a fraction of the cost.

By the Numbers
9+
Years Public Accounting
$300M
Largest Client Revenue
Top 20
CPA Firm Trained
EN/ES
Bilingual Service
Servicios disponibles en español — atendiendo a la comunidad empresarial hispana de Atlanta.

Big-Firm Training.
Boutique Attention.

I'm Ivan Ruiz, a licensed CPA with nine years of experience at a Top 20 public accounting firm in Atlanta, where I served clients ranging from family-owned businesses to companies with $300M in annual revenue across construction, technology, manufacturing, and distribution.

Now I work directly with small and mid-size business owners — the kind of clients who need real financial oversight but aren't ready for a full-time CFO. You get a senior CPA on your team, every month, without the overhead.

I also serve Atlanta's Hispanic business community in Spanish — bringing the same level of professionalism and expertise to owners who prefer to work in their first language.

"Most small business owners are great at their craft but flying blind on finances. I've spent 9 years seeing what works — and what quietly kills businesses. I bring that same perspective to smaller companies at a price that makes sense."

Construction & Trades ExpertiseJob costing, WIP schedules, project profitability, and lender package preparation for contractors and trades businesses.
Tech & Manufacturing DepthRevenue recognition, inventory controls, and complex GAAP research for technology and manufacturing clients.
Senior-Level AttentionEvery engagement is handled by a licensed CPA — you get experienced, qualified oversight on your financials, not a generalist.
Bilingual (English & Spanish)Serving Atlanta's Spanish-speaking business community with full professional services in both languages.

Choose Your Engagement Level

All packages are customizable. Scope is always a conversation — these are starting points, not hard limits.

Starter
Books & Basics
$750 – $1,200 / month
Ideal for: Solo operators, sole proprietors & very small LLCs
  • Monthly financial statement preparation — Income Statement, Balance Sheet & Cash Flow
  • Year-over-year comparisons & gross margin summary
  • Cash flow tracking & monitoring
  • Chart of accounts review & clean-up
  • Year-end close support & tax-ready books
  • Monthly 1-hour check-in call
★ Most Popular
Growth
Fractional CFO
$1,500 – $3,000 / month
Ideal for: Construction & trades, growing service businesses, $1M–$10M revenue
  • Monthly financial statement preparation — IS, BS & Cash Flow
  • Custom reporting workbook: margin analysis, YOY trends & visual dashboard
  • Full monthly close oversight & review
  • Job costing & project profitability analysis
  • Budget vs. actual variance reporting
  • AP/AR process review
  • 2 calls/month + email support
Advisory
CFO On Call
$3,500 – $6,000 / month
Ideal for: Businesses seeking financing, growth or investor-ready financials
  • Everything in Growth tier
  • Lender package preparation — compiled financials, cash flow projections & debt schedule for SBA, LOC or bonding
  • Audit, review & compilation engagement support
  • Internal controls documentation & process design
  • Technical accounting research (ASC 842, revenue recognition, etc.)
  • Audit readiness assessment & pre-audit fieldwork

À La Carte & Project Services

Assurance Services
  • Audit, review & compilation engagements (GAAS / SSARS)
  • GAAP compliance review for lenders or investors
  • Financial statement preparation — standalone engagement
Business Advisory & Special Projects
  • Technical accounting research & memos (ASC 842, revenue recognition, etc.)
  • Audit readiness assessment & pre-audit fieldwork support
  • WIP schedule review & lender / bonding package support
  • Chart of accounts restructuring & clean-up
  • New business financial setup (COA, reporting template & starter budget)
  • Annual budget & 3-year financial model (project fee)

Who I Work With

Deep experience across construction, trades, technology, and manufacturing — with a focus on family-owned and founder-led businesses.

General Contracting
Technology & SaaS
HVAC & Mechanical
Manufacturing
Landscaping & Lawn Care
Distribution & Logistics
Remodeling & Renovation
Professional Services
Nonprofit Organizations
Real Estate & Property Mgmt
Electrical & Plumbing
Family-Owned Businesses

Let's Talk About Your Business

Schedule a free 30-minute financial health call. No commitment — just clarity on where your finances stand and how I can help.

Emailivan@ivanruizcpa.com
LocationCherokee County, GA & Metro Atlanta
AvailabilityRemote & On-Site Engagements
LanguagesEnglish & Spanish
Book Your Free Consultation

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