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Industry Expertise

Command your market with accounting strategies engineered specifically for the dynamics of your industry

While many challenges—such as market volatility, talent acquisition, and regulatory pressures—affect businesses across industries, others are distinctly sector‑specific. At Regan Advisory, we leverage deep industry insight and an unwavering commitment to client success to help you navigate both. Our strategic guidance equips you to meet today’s operational and financial demands while positioning your organization for sustained growth, profitability, and long‑term competitive strength.

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Regan Advisory delivers a comprehensive suite of construction focused financial solutions. Our specialized accounting and financial strategies provide forward looking insight needed to manage complex projects and optimize profitability. 

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VC Backed Start-ups

We understand the ambition, innovation, and velocity that define high‑growth startups. Our outsourced CFO and accounting services provide the strategic rigor needed to build a compelling business plan, develop investor‑ready pitch materials, and establish the right entity structure from day one.

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We provide strategic tax planning, internal audit oversight, process automation, regulatory compliance guidance, due diligence, and comprehensive risk management solutions for brokers and insurance related entities.

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Small Business (with $5M in arr)

Cash flow oversight, financial reporting, regulatory compliance, and capital access; delivered with precision and clarity. We provide tailored financial solutions designed to meet you exactly where your business is today, while positioning you for scalable, sustainable growth.

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Professional Services

We provide strategic financial guidance designed specifically for law firms, technology service providers, and other B2B organizations. Our expertise helps you navigate complex operational and regulatory challenges while strengthening the financial foundation that supports sustainable growth.

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Law Firms

At Regan Advisory, we support you with strategic budgeting, ROI analysis, and scalable financial frameworks. By taking ownership of your financial operations, we give you back the time and bandwidth to focus on what drives your business forward

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Agriculture

We deliver R&D tax credit optimization, risk management, forecasting, and depreciation strategies designed specifically for agricultural enterprises. We provide the financial insight needed to help your farm, ranch, or vineyard operate with confidence and achieve long‑term growth.

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 We understand the distinct pressures facing manufacturers; from complex supply chains to inventory management and logistics. We provide strategic planning, R&D tax credit guidance, risk management, forecasting, and valuation support that is needed to operate efficiently and scale with confidence. 

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Private Equity

We deliver R&D tax credit optimization, CMMC compliance support, and cash flow management solutions. We provide assurance, advisory, and outsourced services designed to meet the rigorous demands of aerospace manufacturers & the needs of private equity investors.

Regan Advisory recognizes that every industry operates within its own financial framework, regulatory landscape, and competitive pressures. Our team brings deep sector-specific insight, ensuring your accounting and financial strategies are not only precise but purpose‑built for your environment. With a partner who understands both the language of finance and the nuances of your industry, you gain strategic guidance that helps you navigate complex challenges and capitalize on opportunities unique to your market.

TESTIMONIALS

“I am more confident than ever in the reliability of our financial operations and the quality of our financial strategy thanks to Regan Advisory. Candice delivers accurate financial reporting and data-driven financial projection models that give us an actionable, forward-looking view of the company. Now, I have the visibility I need to intelligently grow the business.”

Co-founder & CEO

Susan Sloan

Ready To Connect?

Schedule a Free Consultation.

Talk to an experienced accountant.  Not a generic sales person.

Candice Regan Fractional CFO Temecula

Please help us connect with you.

Reach Out Directly

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