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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
12 Client Reviews
"What I appreciate most is that Chris doesn’t just manage investments — he looks at the full picture, from tax planning to estate considerations. Having someone who can guide me through such a major life transition has been invaluable."
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."
Most Reviewed Fractional CFO’s
10 Client Reviews
"Excellent! In working with Erica, I experienced a simplified bookkeeping process, a first time "window-to-my-cashflow-situation", and a "person on my corner" an advocate if you will, come tax preparation time. A shift in priorities at home led to no longer needing Erica's services. Erica's magic still lingers at the office and at home and am forever grateful for her help during a time of tremendous growth in my...
5 Client Reviews
"“ROCA has been an invaluable resource. Juan Carlos approached my disorganized accounting with patience and expertise, transforming it into a well-structured system. His professionalism, clear guidance, and attention to detail have given me confidence and clarity in managing my finances.”"
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