Caleb Moorlach is a Fractional CFO at Omega Accounting Solutions.
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Fractional CfoOmega Accounting SolutionsTustin, Ca, Us -
Fractional CfoOmega Accounting Solutions Mar 2024 - PresentIrvine, California, United StatesImproving the financial trajectory and management of your growing business. Providing advise on M&As, cash flow, inventory management, revenue growth, and margin improvement for short-term and long-term projections, in addition to standard day-to-day accounting functions. Services include, but not limited to: Financial Strategy and Projections (3-5 year); Key Performance Indicators (KPIs) and Analysis; Analysis of Department Efficiency and Performance; Industry Trends and Benchmarking; and Executive and Board Presentations. -
Family Office Accounting ManagerRonald Blue & Co. | Cpas Nov 2021 - Sep 2023Santa Ana, California, United StatesFounded in 1979, Ronald Blue & Co. CPAs and Consultants is one of the largest independent fee-only wealth management firms in the United States with a network of 13 branch offices, serving clients through four distinct divisions. The firm provides comprehensive financial strategies based on biblical wisdom designed to enrich the lives of clients across the wealth spectrum in these key areas:• Financial, retirement, estate, and trust planning• Investment management and solutions• Family office services• Philanthropic counsel and strategies• Business consulting• Institutional client services -
Sr. Audit SupervisorRonald Blue & Co. Cpas And Consultants Jan 2013 - Oct 20211551 N. Tustin Avenue Suite 1000, Santa Ana, Ca 92705Founded in 1979, Ronald Blue & Co. CPAs and Consultants is one of the largest independent fee-only wealth management firms in the United States with a network of 13 branch offices, serving clients through four distinct divisions. The firm provides comprehensive financial strategies based on biblical wisdom designed to enrich the lives of clients across the wealth spectrum in these key areas:• Financial, retirement, estate, and trust planning• Investment management and solutions• Family office services• Philanthropic counsel and strategies• Business consulting• Institutional client services -
Account ManagerFohrman & Fohrman, Inc. Apr 2012 - Dec 201223232 Peralta Drive, Laguna Hills, Ca 92653Specializing in Nonprofit Accounting
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Senior AccountantLance, Soll & Lunghard Llp May 2011 - May 2012
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Senior AssociateCbiz Mhm May 2007 - Dec 2010 -
Senior AssociateMayer Hoffman Mccann P.C. May 2007 - Dec 2010
Caleb Moorlach Education Details
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Accounting
Frequently Asked Questions about Caleb Moorlach
What company does Caleb Moorlach work for?
Caleb Moorlach works for Omega Accounting Solutions
What is Caleb Moorlach's role at the current company?
Caleb Moorlach's current role is Fractional CFO.
What schools did Caleb Moorlach attend?
Caleb Moorlach attended Vanguard University Of Southern California.
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