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Ettore
lota Finance
Igor from lota Finance is the accountant that all modern accountants should strive to be. He has a deep understanding of accounting and business, making him a great match for entrepreneurs looking to level up their tax and bookkeeping. He is always on the cutting edge of accounting tech, making the process smoother for his clients and partners.
John Mecke
Chris Gure
He has created a comfortable/ approachable working relationship for us — always available for a call, text, or impromptu coffee meeting to walk through all sorts of questions and scenarios. He’s great at presenting options, showing the pros and cons, and helping us land on the right decision for us
Bethany Wilcox
Happy Numbers
Timo has far exceeded expectations! I really don't understand how he does some of the stuff he does, but it is absolutely amazing! His level of detail and organization really compliments his financial knowledge and experience. From the day he started until now, Timo has completely revamped all aspects of the financial side of our business and now we are growing at an astonishing rate. It would not be possible without Happy Numbers!
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Most Reviewed Accounting Firms
33 Client Reviews
"Rivet is far and away the best CPA firm I've ever worked with. Their staff is amazing, and their responsiveness cannot be matched.
I've recommended many people to Rivet already, and each has said the same thing: "This group is the best.""
I've recommended many people to Rivet already, and each has said the same thing: "This group is the best.""
26 Client Reviews
"Fast and great service. I would highly recommend based on the price."
Most Reviewed Financial Advisors
11 Client Reviews
"He has created a comfortable/ approachable working relationship for us — always available for a call, text, or impromptu coffee meeting to walk through all sorts of questions and scenarios. He’s great at presenting options, showing the pros and cons, and helping us land on the right decision for us"
8 Client Reviews
"Thomas has been great to help us organize our financial life. He gives simple and straightforward advice that is super easy to implement."
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26 Client Reviews
"Fast and great service. I would highly recommend based on the price."
12 Client Reviews
"My experience with Iota Finance has been exceptional. They handled both my business and personal taxes, in addition to providing high-quality bookkeeping and advisory support. When I fell behind on submitting my tax documents, they were proactive about filing an extension on my behalf so I wouldn’t miss any deadlines. That level of attention to detail and client care really stood out to...
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PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ask me about Security Backed Lending!
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management...
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management...
Browse Fractional CFO’s
3 Client Reviews
"When working with Bison CFO I was able to to lay out my business strategy and bounce ideas off them for future growth. Bison help set a clear vision and gave me the confidence in my decision-making process for the future success of my business."
2 Client Reviews
"Till CFO has provided phenomenal guidance and leadership that has been nothing short of transformative for our organization. Their proactive approach to identifying and addressing potential financial issues has consistently kept us ahead of the curve. I would highly recommend their services to anyone seeking comprehensive financial expertise!"
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