About Us
Westlake Business Advisors is a firm that provides Interim CFO Services including Strategic Financial Leadership, Executive and Management Advisory, Risk and Turnaround Management, Internal Controls and Cost Reduction for startup and Mid-Market companies. The firm was founded in 2019 by David Villanueva who is an experienced CFO with over two decades of Executive Financial Leadership in Silicon Valley and former CPA. David has been a member of the California Society of CPAS and American Institute of Certified Public Accountants. David holds a BSC in Accounting from Santa Clara University.
Your Partner in Smarter Financial Decisions
At Westlake Business Advisors, we have spent over five years helping local businesses navigate the complex world of finance with confidence and clarity. From start-ups taking their first steps to established companies aiming for sustainable growth, we provide the insights and strategies that allow businesses to thrive.
Our philosophy is simple: your success is our success. We don’t just manage numbers—we partner with you to create a financial roadmap that supports your long-term vision. By combining expertise, hands-on guidance, and a relationship-driven approach, we ensure that every financial decision you make is informed, strategic, and aligned with your goals.
What We Do
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Financial Planning & Analysis: Helping you understand your numbers, forecast growth, and make informed decisions.
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CFO & Accounting Services: Offering full-scale and fractional CFO support, tailored to your business needs.
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Strategic Advisory: Guiding you through important milestones, including expansion, funding, and operational optimization.
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Business Performance Optimization: Identifying opportunities for efficiency, profitability, and sustainable growth.
Why Businesses Trust Us
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Proven Experience: Over 2 Decades of hands-on advisory experience with local businesses.
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Community-Focused: Trusted by entrepreneurs, small business owners, and professionals in the local market.
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Tailored Approach: Customized financial solutions designed to meet your unique goals.
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Long-Term Partnerships: We focus on building lasting relationships, not just delivering short-term results.
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At Westlake Business Advisors, our mission is to transform the way businesses manage their finances. By providing clarity, actionable insights, and proactive guidance, we empower our clients to make confident financial decisions, drive growth, and achieve long-term success.