0
Client Reviews
$1,100 to $10,000
Monthly Fixed Fee
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.
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.
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2 Client Reviews
"I've had the privilege of working with Jace long before he founded Ursa Consultants. His extensive experience as a fractional CFO, combined with his work with hundreds of startups, equips him with a deep well of knowledge to address each client’s unique needs. What truly sets Ursa apart is their personalized approach. Jace and his team genuinely care, rolling up their sleeves to tackle your challenges head-on. They offer a full spectrum of services, from accounting and tax to strategic financial guidance, ensuring comprehensive support for your business."
2 Client Reviews
"I have found the overall service invaluable to the success of my business. Highly recommend the team at BK60."
4 Client Reviews
"I'm working with whitney and she's been very helpful, fast with responses, detailed and able to resolve any issue I've had"
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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.
