business Accounting & advisory services

PNL Advisory offers a comprehensive range of accounting, advisory, and business automation services tailored for small businesses and entrepreneurs. We provide the expertise of an experienced CFO to guide you through financial management, strategic decision-making, and process improvements.

For businesses with an established accounting team, we bring specialized CFO knowledge to enhance your projects, financial strategies, and operational efficiency through tools like CRM implementation and automation.

By choosing PNL Advisory, you avoid the high costs of an in-house CFO and bookkeeping staff while gaining access to a top-tier team with a proven track record. Beyond bookkeeping, we’re dedicated business advisors committed to helping you streamline your operations and achieve your goals.

Our Services

    • Fractional CFO

    • Financial Analysis & Reporting

    • Budgeting & Forecasting

    • Cash Flow Management

    • Business Process Improvement

    • Cost Volume Profit Analysis (CVP)

    • Key Performance Indicators (KPI)

    • Investor Relations & Reporting

    • Technology Integration & Automation

    • Investment Decisions & Valuations

    • M&A and Business Valuations

    • Lease Analysis & Negotiation

    • Transaction Categorization / Journal Entry

    • Catchup & Cleanup Bookkeeping

    • Bill Pay (Accounts Payable )

    • Invoicing (Accounts Receivable)

    • Bank Reconciliation

    • Tax-ready Financial Reports

    • Year-end Tax Preparation

    • Payroll Processing

    • CRM System Implementation

    • Process Automation

    • API Integration

    • Data Centralization

    • Custom Workflow

    • Sales and Marketing Tools

    • Ongoing Support and Training

testimonials

Super helpful and easy to work with

“I reached out to Albert when I needed to fix a bookkeeping issue that I had caused for myself months back. I stressed for countless hours over it, and he was able to solve it within minutes. He also went ahead and looked over my books (free of charge), and suggested multiple other fixes that needed to be made. I ended up hiring him for book cleanup and monthly bookkeeping. I really wish I found him sooner. He's been a huge help. He's super responsive via email and phone, and he works very quickly. I highly recommend him for anyone looking for this type of support.” - Shaunt K.

Exceptional financial guidance!

"Albert Gabri and the PNL Advisory team have been instrumental in guiding our company's financial strategy. Their expertise, dedication, and personalized approach have significantly improved our financial health."  - Jason R.

cfo level advice

"Albert is such a calm, straightforward guy to work with. He has knowledge of business far beyond basic bookkeeping. He makes you feel confident in your financials. From bookkeeping to analysis you will be happy you worked with him. He is a rare find." - Alex U.

meet the founder

Welcome to PNL Advisory. My name is Albert Gabri, and I'm here to guide your business toward financial clarity and success.

My journey in the finance sector began over two decades ago, starting with foundational roles at Bank of America and PennyMac Loan Services, where I was immersed in financial accounting and analysis for multi-billion dollar mortgage portfolios.

This experience laid the groundwork for my later positions as the Chief Financial Officer at leading real estate investment companies in Los Angeles. There, I took on comprehensive financial responsibilities, shaping my understanding of the industry's nuances and how best to support businesses in achieving their goals.

Education has always been the backbone of my career. With a Bachelor’s degree in Computer Information Systems and an MBA, I've continually sought to broaden my knowledge. This quest for learning has led me to earn the Certified Management Accountant (CMA) and Certified Mortgage Banker (CMB) designations. My dedication to professional growth didn’t stop there; I've also become a QuickBooks Advanced ProAdvisor and QuickBooks Online Payroll specialist and obtained a California Real Estate Salesperson License, diversifying the expertise I bring to my clients.

At PNL Advisory, we believe in the power of partnership. It's not just about the numbers or the qualifications—it's about building relationships and being a steadfast ally in your business's journey. I founded PNL Advisory with a mission to provide comprehensive bookkeeping, payroll processing, accounting, and CFO advisory services, tailored to meet the unique needs of businesses across various sectors.

Method CRM