Board Services
Board packages, KPI reporting, financial narrative, governance support, and executive-level preparation for meetings and major decisions.
Los Angeles CPA for founders, boards, and growing companies
Finance leadership for decisive operators.
Peter Yonan, CPA brings controller-level rigor, board-ready reporting, and hands-on operating support to businesses that need clear numbers, disciplined systems, and a calm partner through growth, audits, financing, and transactions.
CPA
Accounting, tax, audit, and public-company finance background
$50M+
Supported equity financings and corporate evolution
2 exits
Assisted companies from inception through acquisition
Strategic enough for the boardroom. Practical enough for the books.
Advisory, controller, and bookkeeping support tailored to the stage of the business.
Services that keep decisions grounded in numbers.
Engagements can be structured as board advisory, fractional controller support, bookkeeping oversight, or project-based finance operations.
Advisory Services
Finance strategy, transaction readiness, diligence support, process design, cash visibility, and decision support for founders and executives.
Controller Services
Month-end close, reconciliations, financial statements, audit coordination, internal controls, payroll, and accounting system improvements.
Bookkeeping & Reporting
QuickBooks cleanup, recurring bookkeeping, accounts payable and receivable, management reporting, and practical reporting cadence.
Operator experience
Built for companies where the finance function has to mature quickly.
Peter has worked across public-company controllership, tax, audit, private client accounting, biotech finance operations, and startup advisory. His background includes SEC reporting support, public filings, audit readiness, payroll, HR-adjacent operations, and finance infrastructure for growing teams.
SquadUP
Assisted the event management software company from early stage through its acquisition by Performant Capital.
Fauna Robotics
Assisted the robotics company from inception through its acquisition by Amazon.
Public-company finance
Controller experience with SEC filings, equity accounting, audits, controls, and NASDAQ uplisting support.
Hands-on accounting
Deep experience with QuickBooks, Excel, financial statements, payroll, AP, AR, and recurring close processes.
A finance background spanning audit, tax, operations, and growth.
Selected experience adapted from Peter's professional resume.
Capricor, Inc.
Oversaw accounting, HR, and payroll functions; supported SEC and public filings; worked closely with executive leadership on financings, uplisting, equity accounting, internal controls, and onboarding procedures.
Gettleson, Witzer & O'Connor
Prepared state and federal tax returns, tax provisions, journal entries, reconciliations, financial statements, investment summaries, payroll reporting, and year-end processing.
Holthouse Carlin & Van Trigt
Conducted audits across business processes, evaluated controls and compliance, tested transactions, reviewed documentation, and drafted audit reports for management.
Clear, direct, and close to the work.
Peter's style is built for leaders who want more than clean books. They want better decisions, fewer surprises, and a finance partner who can move between detail and strategy.
Board-ready clarity
Turn financial activity into a concise story leadership can act on.
Operating discipline
Strengthen close, controls, reporting, and repeatable finance rhythms.
Transaction awareness
Prepare accounting and documentation for diligence, financing, and acquisitions.
Private consultation
Bring order to the numbers before the next decision.
For board advisory, fractional controller work, bookkeeping oversight, or transaction preparation, reach out directly. Peter works with founders, executives, investors, and business owners who need thoughtful finance support without unnecessary complexity.
Trusted finance support from a CPA who understands that businesses are built by people, not spreadsheets alone.