What Makes Us Different?

A CFO will track your profit and cash flow each month, analyze what’s working – and what’s not, give you a Scoreboard (a very clear way to understand the performance of your entire business) and an Action Plan (a short list of the most important next steps that need to happen that month).

Accountants and Tax specialists are vital to any business. However, accountants and bookkeepers have data (the transactions and records of what happened).  CFO’s have strategies.  We specialize and work with your experts to gather data about your business and return to you a plan of where to go and how to get there.

A CFO provides guidance and leadership like a Business Coach, but shows the return of value on the investment in the changes through the data and metrics.

What We Believe In

Our mission

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Our vision

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Our story

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Our Team

Andres Castillo

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