Fractional CFO
Dedicated and experienced professionals to oversee every aspect of your finances.
- Strategic planning
- CPA oversight
- Profitability analysis
Our benefits
Online support
Satisfaction guaranteed
Work on time
Free consultation
Leo Martinez, CPA
Partner
Certified Public Accountant
Licensed in Texas since 2018.
Federal Income Tax Expert
IRS certified Enrolled Agent since 2023
QuickBooks Expert
Intuit certified QuickBooks Pro Advisor.
Management Experience.
- Experience managing and overseeing large accounting teams.
- Optimized Accounts Payable and Accounts Receivable functions at companies with more than $100M in annual revenues.
Nicole Sowell, CPA
Partner
Certified Public Accountant
Licensed in Texas since 2022. 10+ years of accounting experience.
Financial Management
Skilled at preparing and presenting operating budgets. An expert at managing cash across multiple accounts and institutions.
QuickBooks Expert
Intuit certified QuickBooks Pro Advisor.
- Account Setup.
- Optimizing workflows.
- Working with budgets and projects.
Management Experience
- Oversee day to day accounting staff and activities.
- Ensure compliance with accounting standards.
- Design and implementation of internal controls.
- Process improvement to maximize efficiency, accuracy, and safeguarding of assets
Services we offer
- Bank and credit card reconciliations
- Monthly Income Statement and Balance Sheet
- Weekly financial briefings
- Sales Tax Filings
- Payroll Management
- Profitability analysis
- Year-End tax projection
Ready to discuss your project?
Get in touch for a free consultation.