Our Services are Results Driven

Based on our years of experience, within several different industries, our monthly services provide business owners with clear direction with their finances while increasing their bottom line.  These services are specifically tailored to meet your specific circumstances to help you achieve your goals and objectives. Let’s talk about the benefits of each of our service packages so you can make the right decision and choose us over other firms.

A CFO at your fingertips

Are you and your business ready to handle complex financial decisions?  If not, you might agree that it requires an experienced financial professional to take charge of financial functions such as forecasting, budgeting and scenario planning. CFOs oversee the financial operations of the companies and provide leadership and focus to accounting and finance departments to ensure that they operate efficiently and comply with applicable laws and company policies.  Many people believe that these tasks can be done by a bookkeeper but only our CFO with a in-depth business background can position your company for the future.

Wouldn’t you rather take one step toward financial freedom now by investing in a CFO than worry about your complex financial transactions that can crush your business?  

Our mission

Our renowned coaching programs will allow you to:

  • Work fewer hours — and make more money
  • Attract and retain quality, high-paying customers
  • Manage your time so you’ll get more done in less time
  • Hone sharp leadership skills to manage your team
  • Cut expenses without sacrificing quality
  • Automate your business, so you can leave for days, weeks, or even months at a time

How we work

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How can we help you?

We operate in an industry built on trust. This can only be achieved through communication and support.  There we commit to getting back to you within 24 to 48 hours. 


During the past couple of years, I’ve had the opportunity to work with Invictus Advisors; first as members of the Otay Mesa Chamber of Commerce (where I work at) and later as a customer of their firm. They seem to have the right answer to any question that may arise during those seminars. Not only that, they provide excellent ideas to business owners, always ahead of the game. I’ve seen them flourish and there is nothing that I would like more, than to see them succeed so they can continue serving our community.”

Viviana Ibanez
Programs DirectorPrograms Director, Chamber of Commerce,

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