Seabreeze Accounting and Tax

Helping Individuals and Business Owners Understand Their Numbers and Plan Ahead

Certified public accountant (show on map)

A CPA and MBA-led firm providing fractional CFO, tax planning, and compilation/review services for businesses and individuals in Oregon and California.

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About

Gillock Advisory is a licensed CPA firm where every client works directly with experienced CPA and MBA partners. The firm provides fractional CFO advisory, strategic tax preparation and planning, and compilation and review services.

With experience spanning Fortune 500 companies and private businesses, Gillock Advisory focuses on giving clients a clear picture of their finances through trusted, transparent, and personalized service. The firm operates under Gillock Advisory, LLC for advisory and CFO services, and Gillock CPA, PC for attest and compilation services.

Every client works directly with experienced CPA and MBA partners

Personalized service with no hidden fees or surprises

Trusted advisor approach with honest, straightforward financial advice

Experience spanning Fortune 500 companies and private businesses

Cost-effective alternative to full audits with professional credibility

Services

Fractional CFO Services

Senior-level financial leadership on a part-time basis, providing strategic planning, KPI dashboards, cash flow modeling, and ongoing advisory to help businesses grow and make better decisions.

Profit optimization and pricing strategy Cash flow forecasting and management Custom budget and financial forecast development KPI dashboard design and implementation Investor and lender readiness support Monthly or quarterly financial review meetings

Tax Preparation & Planning

Strategic tax planning and expert preparation for individuals and businesses to minimize liability and strengthen financial position year-round.

Individual and business tax return preparation Multi-state filing coordination Tax credit optimization (R&D, energy, hiring) Estate and gift tax planning Year-round tax strategy and planning Complex depreciation and amortization schedules

Compilation & Review Services

Professional, CPA-backed financial statement services providing the credibility lenders, investors, and stakeholders trust, at a fraction of the cost of a full audit.

CPA-prepared financial statements (balance sheet, income statement, cash flow) Presentation in conformity with applicable accounting frameworks Limited assurance engagement with analytical procedures Accompanying notes and disclosures Satisfies lender covenants and investor requirements Monthly, quarterly, or annual options

Credentials & Certifications

Licensed CPA

MBA

Frequently Asked Questions

What services does Gillock Advisory offer? +

Fractional CFO services, tax preparation and planning, and compilation and review services for businesses and individuals.

Who is the fractional CFO service for? +

Business owners who need senior-level financial leadership, strategic planning, KPI dashboards, and cash flow management on a part-time basis.

What is the difference between a compilation and a review? +

A compilation provides CPA-prepared financial statements with no assurance, while a review provides limited assurance through inquiry and analytical procedures. Reviews are more rigorous and commonly required by lenders and investors.

Does the firm handle complex tax situations? +

Yes, the firm handles complex individual taxes including trusts, estates, multi-state filers, and high-net-worth individuals, as well as complex business taxes with multi-state filings and credit optimization.

Is there a free consultation available? +

Yes, the firm offers a complimentary consultation to discuss your business, review your financials, and share initial recommendations.

Where is the firm licensed to practice? +

Oregon and California.

What credentials does the team hold? +

The team holds CPA and MBA credentials and has experience with Fortune 500 companies and private businesses.

Can the firm help with investor and lender readiness? +

Yes, the fractional CFO service includes preparing financials, projections, and narratives for investor presentations and loan applications.