The Owner's Guide to Reading a P&L
A working document for leaders who want to lead from the numbers.
Guide · 32 pages
A private advisory practice for owners ready to protect, grow, and lead what they've built — with clarity.

"I make good money — but somehow always owe taxes."
"I have a CPA, but no one is building a strategy."
"My business has grown faster than my systems."
Not managing. Not maintaining. Stewarding — protecting it, growing it, and leading it with clarity.
Safeguard what you've built — structure, compliance, and clean financial ground.
Compound what's working through disciplined strategy and forward-looking decisions.
Guide your business with clarity, conviction, and a longer time horizon.
A private, executive-level diagnostic of where your business actually stands — and what to do next.
Request Your AssessmentBy invitation and application · Confidential
Stewardship Score
Tier
Growth-Ready
Delivered as a private, executive-style report — not a form response.
The Starting Point
Before The Framework™
What the Assessment™ reveals, the Framework implements — one integrated engagement across three phases of stewardship.

See the business clearly.

Build it correctly.

Lead what you've built.
We diagnose first, then implement — as a single trusted advisor.
A private diagnostic engagement. You receive a professional executive report — stewardship score, risks, opportunities, and a clear roadmap forward.
Investment
Pricing Varies
The ongoing engagement that follows the Assessment. One integrated relationship — scoped and priced by Maria to fit the business.
Investment
Pricing Varies
Not a firm of accountants — a small, senior team of strategists, analysts, and client-experience leads working together on your business.

Founder & Chief Advisor
CFO Strategy · Tax · Advisory

Director of Financial Reporting
Data Integrity · KPI Systems

Strategic Insights Lead
Forecasting · Decision Analytics

Head of Client Experience
Concierge · Onboarding · Relationship
Long-term partnerships built on clarity, responsiveness, and strategic depth.
"Maria and the whole La Paz team feel like family. Prompt, knowledgeable, and always offering new solutions and pathways for better success. We wouldn't be who we are without them."
Client Partner
Growth-Stage Business
Una guía completa para emprendedores hispanos sobre estructura, impuestos y estrategia al establecer operaciones en EE. UU.
A working document for leaders who want to lead from the numbers.
Guide · 32 pages
Frameworks and prompts for building a business that lasts beyond you.
Workbook · Q1 2027
A private circle of business owners choosing stewardship over reaction. Perspective, not noise.
A Fractional CFO provides executive-level financial leadership on a part-time or project basis. You get the strategic insight of a full-time CFO at a fraction of the cost — ideal for growth-focused businesses that need high-level guidance and accountability.
We're proactive, not reactive. Traditional providers report on what already happened. We build forward-looking financial systems, leverage AI, and act as your strategic partner — focused on where your business is going, not just where it's been.
Yes. We serve clients across all 50 states and internationally. Our modern technology stack allows us to partner seamlessly with businesses anywhere in the world.
We leverage modern AI and financial technology to automate workflows, generate predictive insight, and create real-time dashboards — giving you faster, sharper, and more strategic financial visibility.
We start with a complimentary strategy conversation to understand your business. From there, we design a custom engagement plan, install modern financial infrastructure, and begin delivering strategic value within the first 30 days.
Every engagement begins with a private conversation — no calendars, no automation. Share what you're working through, and our team will reach out personally to schedule your strategy session.
Direct Line
407-227-3506
info@lapazgrp.com
Serving
United States & International