Our Services
Accounting & Financial Advisory Services
From day-to-day bookkeeping to strategic financial intelligence, BloomXFI provides comprehensive accounting for small business owners, entrepreneurs, and growing companies across California.
Accounting Intelligence
Professional bookkeeping and accounting services that give you clear visibility into your financial position. Monthly reconciliation, financial statement preparation, and cash flow monitoring for businesses of all sizes.
Tax Strategy & Preparation
Strategic tax planning and preparation for individuals and businesses. Minimize tax liability through proactive planning, stay compliant with California and federal tax requirements, and navigate complex situations like multi-state filing and self-employment tax.
Financial Intelligence & Risk Management
Data-driven financial analysis, risk assessment, and strategic forecasting. Led by a certified Financial Risk Manager, our financial intelligence services help you identify risks, model scenarios, and make informed decisions.
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Fractional CFO Services
Executive-level financial leadership without the full-time cost. Our fractional CFO services provide strategic financial oversight, KPI monitoring, cash flow strategy, and decision support for growing businesses in Los Angeles and throughout California.
Business Advisory
Comprehensive business support from planning to execution. Business plan development, funding preparation, payroll coordination, and team financial literacy training to help your business succeed.
Wealth & Retirement Planning
Long-term wealth building and retirement planning. Portfolio management, 401k optimization, debt strategy, and asset allocation guidance for individuals and business owners.
Debt Management Services
Take control of your debt with a clear, structured strategy. BloomXFI provides debt management solutions to optimize repayment, reduce interest costs, and strengthen your financial position.
Payroll & HR Support
Streamline payroll processing and stay compliant with HR regulations. BloomXFI handles payroll setup, tax filings, and workforce administration so you can focus on growing your business.
Portfolio Management Services
Maximize your investment returns with data-driven portfolio management. BloomXFI provides strategic asset allocation, performance tracking, and risk-adjusted investment strategies.
409A Valuation Services
We provide independent 409A valuation services to help privately held companies determine the fair market value of their common stock in accordance with Internal Revenue Code Section 409A and applicable Treasury Regulations. Our comprehensive valuation analyses support stock option grants and other equity-based compensation arrangements, strengthen regulatory compliance, and help mitigate potential tax penalties and reporting risks.
Financial Training Services
Empower your team with practical financial knowledge. BloomXFI offers customized financial training to help business owners and professionals understand their numbers and make informed decisions.
Medicare Cost Reporting
We provide accurate and timely Medicare Cost Report preparation for healthcare agencies, including home health and hospice providers. Our services include financial data review, cost allocation, reimbursement analysis, regulatory compliance, and submission support to help reduce reporting risks and ensure that all allowable costs are properly documented.
Enterprise Risk Management
Protect your organization with a comprehensive risk management framework. BloomXFI identifies, assesses, and mitigates enterprise-wide risks to safeguard your business and stakeholders.
Financial Modeling
Make confident decisions with accurate financial models. BloomXFI builds custom models for forecasting, valuation, scenario planning, and investor presentations tailored to your business.
FP&A Services
Drive performance with strategic financial planning and analysis. BloomXFI's FP&A services deliver budgeting, forecasting, KPI tracking, and reporting frameworks to accelerate growth.
