image for site
Matt Diamond, CPA
A great one-stop shop for taxes and fractional CFO work
📍 Works with clients across the U.S.
Matt Diamond, CPA | Budgeting & Forecasting, Cash Flow Management, Mergers and Acquisitions
0
Client Reviews
$1.1K to $10K
Monthly Fixed Fee
N/A
Minimum Annual Revenue
N/A
Minimum Annual Income
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.

Clients who would be a good fit

A client who doesn't understand finance and accounting, but wants a personal, professional counselor to help him or her understand how it affects business and personal finance.

Clients who wouldNOTbe a good fit

Someone who insists that a professional cannot do both fractional CFO services and tax work.

Minimum Financial Requirements

Annual Income
No minimum required
Annual Revenue
No minimum required

Client Specialties

Services Offered

Service Pricing

Project-Based Fee
$4,000
Hourly Rate
$400
Monthly Fixed Fee
$1,100 to $10,000

Meeting Options

In person meetings
Video meetings
Phone
Email
Matt Diamond, CPA's Tech Stack
About Matt Diamond, CPA
​Matt Diamond is a seasoned financial professional offering accounting and fractional CFO services. A CPA and CFA who worked 10+ years on Wall Street, he excels in providing strategic financial guidance to businesses, ensuring they appear as promising as possible to lenders and investors.
But that's not all: Matt also loves doing taxes, and he'll make sure your company pays as little as legally possible.

If you're in need of a one-stop shop for finance and tax knowledge, Matt will be happy to set up a call.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
Purewater Financial | Advisory Services, Bookkeeping, Payroll Services
Purewater Financial
image for site

1 Client Reviews

image for site
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
Zero Tax | Accounts Payable/Receivable, Advisory Services, Bookkeeping
Zero Tax
Flat rate single source accounting, bookkeeping and tax solution for small to medium size businesses.
YOLO Numbers | Advisory Services, Bookkeeping, Mergers and Acquisitions
YOLO Numbers
image for site
image for site

4 Client Reviews

image for site
"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
Sam’s List logo
About Us
Accountants
Financial Advisors
Fractional CFOs
Connect with an Expert