Your CFO Expert
About us
Experience. Expertise. Execution.
Combined we have over 50 years of experiences working with small businesses. Our Experts have expertise in business development and growth, tax strategy, key metrics, and are savvy in translating the jargon of financial metrics into understandable and usable information. With many businesses of their own, our Experts know what it takes to run a successful business and love working with business owners to reach their goals.
Our mission isn't to make every business the same - It's to make sure that your business is all about you. We work with each and every business individually. Every organization and leader has a different vision and goal. Your CFO Expert helps decode the financial reports to support your goals by translating them into action. Any area that is weak, we can identify. Every area that is strong, Your CFO Expert will help keep strong and even celebrate with you as you reach your goals and find your wins one Scorecard and one actionable step at a time.
samona
Certified CFO
Samona has been working with businesses as an accountant, tax planner, CFO, and leader throughout her career. She started working as a teenager with her mother's CPA firm and has never looked back - helping businesses understand their numbers because her mission.
Years later, her focus turned from reporting and compliance to helping businesses focus on the things that really matter - cash flow, clear goals, and action plans that actually spell out what needs to happen.
With a wide variety of experience and perspective, Samona is the ideal team member, no matter where you have set your sites.
As a Certified CFO, she will serve as your guide, helping you define the path that is right for you and your business.
scott
Enrolled Agent
With over a decade of working with small businesses as experience, Scott has grown to love the art of business. As a certified Tech-Talk Translator™, he is able to take the most complex ideas and turn them into understandable and actionable items that each month drive his clients towards their personalized goals.
Scott is an experienced instructor in music, AI, and, most importantly, all things related to what makes business work. As a member of your team and serving as Your CFO Expert, Scott will help guide you and your team through the confusion of reports and into actionable steps to go from where you are today to reaching your goals!