Finance & business management support.
Clarity and control over the numbers that keep your business running day to day.
Built for family-owned, service-based businesses.
At Canyon Oak Financial we don’t replace your bookkeeper or accountant, but we do collaborate with them to ensure your numbers are accurate, timely, and aligned with your bigger financial plan. Whether you’re preparing for a sale, seeking financing, or simply looking to streamline operations, we are your first point of contact for those discussions that affect your business and finances.
What you can expect:
- Having a first-point of contact to discuss best next steps for your family business
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Guidance on the metrics that matter most for long-term planning
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Collaboration with your bookkeeping and accounting team so we understand your full picture
- Help connecting you to the right people
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Proactive insights for smoother decision-making around growth, financing, or transition
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Integration with tax and financial planning for a complete picture
Common questions:
Do you do the bookkeeping or accounting?
No—we partner with your bookkeeper, accountant, or CPA. Our role is to connect their work with your financial planning, so your records aren’t just accurate—they’re useful
What if my books are behind or disorganized?
We’ll coordinate with your accounting team to get things cleaned up and accurate, then use those financials to support forward-looking planning.
How does this tie into financial planning?
Accurate numbers are the base of every strategy. Cash flow and accounting insights directly inform retirement contributions, reinvestment decisions, succession planning, and more.
Why families choose Canyon Oak Financial.
Integrated, not siloed
Cash flow and accounting linked directly to financial and tax strategy.
Built for transitions
From expansion to exit, accurate financials give you clarity.
Small team, big context
We understand your family and your business story.
Local roots
Southern California realities, seasonal patterns, and financing dynamics are second nature to us.
Supporting tax strategy, financial planning, and confident decision-making.
Address
5950 Canoga Avenue, Suite 601, Woodland Hills, CA 91367
Phone
818.883.4800
Fax
818.883.9222
Securities offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
Investments are NOT FDIC/NCUA INSURED, NOT A DEPOSIT, NOT INSURED BY ANY GOVERNMENT AGENCY, NOT BANK/CREDIT UNION GUARANTEED, MAY LOSE VALUE.
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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.