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Matt Diamond, CPA | Budgeting & Forecasting, Cash Flow Management, Mergers and Acquisitions

Matt Diamond, CPA

Typically responds within 24 hours
FOUNDING YEAR
2023
NUMBER OF EMPLOYEES
1
CREDENTIALS
CPA
LOCATION
-
SUPPORT
Dedicated Staff
SOFTWARE
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.

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
$2,500
Hourly Rate
$350
Monthly Fixed Fee
$5,000 to $10,000

Meeting Options

In person meetings
Video meetings
Phone
Email
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.
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"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
ECOM CPA | Advisory Services, Bookkeeping, Fractional CFO Services
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3 Client Reviews

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"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
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.
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