About Keystone Advanced Solutions

Your trusted partner in strategic financial leadership and growth.

At Keystone Advanced Solutions, we believe that every growing business deserves top-tier financial guidance. Our team of seasoned professionals brings decades of experience to help you navigate complex financial landscapes and achieve your goals.

Proven Results

By the Numbers

Our track record speaks for itself. Here's how we've supported businesses like yours.

12+
Years Average Experience

Seasoned professionals with deep industry expertise

12+
Industry Specializations

Deep expertise across diverse sectors

150+
Active Clients

Growing businesses we support nationwide

$1B+
Managed Revenue

Financial oversight across diverse industries

Our Story

Built for Growth-Stage Businesses

Keystone Advanced Solutions was founded with a clear mission: to make strategic financial leadership accessible to growth-stage businesses at the moments they need it most. From the outset, we recognized a persistent gap—too many high-potential companies were operating without the financial insights required to scale with confidence.

Our founding team combined deep expertise in corporate finance, startup growth, and financial technology to build a modern model for fractional CFO and client accounting services—one designed for speed, flexibility, and measurable impact.

As we've grown, so too has our understanding of what it takes to help businesses thrive in a digitally driven economy. That's why we've invested in enhancing not only our internal capabilities but also the ways in which we engage and support our clients—starting with visibility.

Today, Keystone is more than a fractional CFO provider. We are strategic partners, digital-first advisors, and operational catalysts. We're proud to serve businesses across industries—helping them navigate complexity, drive clarity, and unlock sustainable growth.

Los Angeles skyline with palm trees and highway
Our Foundation

Our Mission & Values

We exist to bring modern financial leadership to growth-minded entrepreneurs, turning finance from a back-office function into a strategic driver of success.

Client Partnership

We measure our success through our clients' achievements and build lasting relationships based on trust and results.

Strategic Focus

Every decision is aligned with long-term growth objectives. We keep the big picture in mind while managing the details.

Excellence

We maintain the highest standards in everything we do, from analysis and reporting to strategic guidance.

Innovation

We embrace modern solutions for modern challenges, constantly evolving our approach to deliver better results.

Integrity

We operate with complete transparency and hold ourselves to the highest ethical standards in all our work.

Measurable Impact

We believe in quantifiable results. Our work drives meaningful business outcomes that you can see and measure.

Meet Our Team

Our experienced professionals bring decades of combined expertise to help your business achieve financial clarity and sustainable growth.

Bronson Quon

Bronson brings over 25 years of financial leadership experience to growing businesses navigating complex challenges. From his early days at Arthur Andersen and Deloitte to founding BFM Solutions in 2018, he specializes in helping companies build robust financial foundations that support sustainable growth. His expertise spans CFO services, strategic planning, and business transformation, with a particular focus on preparing businesses for their next phase of expansion or transition.

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Sean Bryant

Sean specializes in corporate strategy and M&A advisory, bringing 30+ years of experience helping businesses through pivotal transitions. His background spans Big 4 public accounting, internal audit, and CFO roles across diverse industries. He excels at guiding companies through complex transactions, turnaround situations, and strategic transformations, ensuring they emerge stronger and better positioned for future success.

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Christopher McMorran

Chris bridges traditional finance with modern solutions, helping clients align financial strategy with operational execution. With 18 years of experience spanning banking, fintech, and strategic advisory, he empowers businesses to navigate complexity and capitalize on growth opportunities. His forward-thinking approach focuses on cash flow optimization, strategic planning, and implementing financial systems that scale with ambitious companies.

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Daniel Park

Daniel is a finance executive with over 20 years of experience in M&A, capital structuring, and operational optimization. He has orchestrated 18+ acquisitions ranging from $1 million to $25 million and raised $3 billion across debt, equity, and recapitalizations. His expertise spans complex deal architecture, portfolio company transformation, and value creation through operational excellence.

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Ashley Krogh

Ashley brings 12 years of finance experience across investment banking, corporate finance, and strategic operations. With a background that includes roles at Goldman Sachs, Citigroup, BARD, and Orthogrid Systems, she brings deep expertise in financial reporting, budgeting, cashflow management, and cross-border operations. Her analytical expertise and executive-level insight help clients implement scalable systems and unlock strategic growth opportunities.

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Elteza C. Page, CPA

Elteza combines 15 years of corporate accounting and auditing experience with a passion for process improvement. Her background includes roles as Corporate Auditor at Southern California Edison and Assistant Controller positions at both public and private companies. She specializes in financial reporting, internal controls, and audit preparation, helping businesses build systems that ensure accuracy, compliance, and operational efficiency.

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Shaun Lishman

With over 25 years of experience, Shaun Lishman is a seasoned finance executive with deep expertise in both public and private accounting. As Vice President of Finance at Keystone Advanced Solutions, Shaun brings a wealth of knowledge from his role as Client Lead/Manager at Quercus Canyon Management, where he served as an outsourced CFO/Controller for a private equity fund with over $1 billion in assets under management. He specializes in fund administration and financial leadership, with a strong track record of supporting growth, ensuring compliance, and driving operational efficiency.

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Cynthia Lopez

Cynthia specializes in financial clean-up projects and acquisition accounting, bringing 9 years of experience managing complex multi-entity systems. Her expertise spans financial reporting, audit preparation, and process improvement across diverse industries. She excels at transforming disorganized financial data into clear, actionable insights, helping businesses achieve operational efficiency and maintain compliance during periods of growth and change.

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Ismael Luis

Ismael brings 7 years of accounting expertise spanning accrual accounting, inventory management, financial reporting, and auditing. With recent experience in government services supporting disaster relief housing in the Gulf Coast region, he specializes in optimizing client systems and improving workflow efficiency. His commitment to strong communication and relationship-building ensures clients achieve their financial goals while maintaining accurate, compliant operations.

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Jennyfer Molina

Jennyfer specializes in nonprofit financial management, bringing 8 years of experience in fund accounting, grant compliance, and strategic budgeting. Her expertise helps mission-driven organizations build strong financial infrastructures that promote transparency and sustainability. She excels at guiding nonprofit leaders through complex financial challenges, ensuring their fiscal strategy aligns with organizational impact while maintaining regulatory compliance.

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Genesis Delos Santos

Genesis Delos Santos

Genesis supports Keystone's client accounting and financial operations functions, playing a key role in executing day-to-day accounting processes, maintaining organized financial records, and ensuring timely and accurate data across client engagements. She brings a disciplined, detail-oriented approach and works closely with senior team members to support consistency, accuracy, and operational efficiency for clients.

Laura Lloyd

Laura brings 25 years of financial management expertise to help businesses optimize their operations and drive profitability. Her experience spans strategic planning, process improvement, and financial systems implementation across multiple industries. She specializes in transforming financial chaos into clarity, helping leadership teams make informed decisions through accurate reporting, robust budgeting, and streamlined processes that support sustainable growth.

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Tyler

Tyler

Tyler is studying finance and AI in business at Arizona State University with a strong interest in data-driven decision making, financial analysis, and emerging technology. He brings a growing foundation in budgeting, financial reporting, and economic analysis, combined with hands-on experience studying real-world business cases and performance metrics. Tyler is passionate about using analytics and technology to help organizations make smarter strategic decisions, improve efficiency, and uncover opportunities for growth. With a curiosity for both finance and innovation, he is focused on building a career where he can translate complex data into clear insights that drive meaningful business results.

Contact Us

Experience You Can Trust to Transform Your Financial Operations

Each member of our team brings an average of over 12 years of proven expertise in financial and transformational leadership, delivering timely and accurate financials alongside trusted guidance and strategic insights that empower organizations to evolve and thrive. Let's explore how our comprehensive, growth-minded financial solutions can drive greater efficiency and strategic growth for your business.

Give us a call

(805) 334-8869

Send us a Message

Let's discuss how we can help optimize your financial operations and drive growth for your business.