Keystone Advanced Solutions in Thousand Oaks

Description

Keystone Westlake is a premier financial advisory and outsourced CFO firm based in Westlake Village, California. The firm partners with growth-oriented businesses to provide comprehensive Client Accounting Services (CAS), Fractional CFO support, M&A advisory, and strategic business consulting. Keystone delivers the financial clarity, operational alignment, and strategic insight needed to help clients scale with confidence.

In addition to core accounting and CFO services, Keystone offers specialized expertise in lending and banking advisory. The team advises clients on capital structuring, SBA and conventional financing, treasury optimization, and bank relationship management. With a background rooted in commercial banking, Keystone proactively aligns financial strategy with upcoming liquidity events and debt service requirements, helping clients secure the right capital at the right time.

Keystone’s integrated service model also includes cash flow planning, real-time reporting, multi-entity consolidation, and embedded lending solutions. Their experienced advisors work closely with business owners, private equity groups, and executive teams to drive measurable results and build long-term enterprise value.

Trusted by entrepreneurs and investors alike, Keystone Westlake is redefining modern financial partnership through proactive guidance, institutional-level insights, and a commitment to client success.