When we were looking to add a CFO to our Private Equity firm, we were glad to have found CFOA during our search. We have been a client for over 7 years now and they handle all of our investment assets' accounting, payroll, and tax planning. Outsourcing our finances to their team has allowed us to digitize our financial reporting infrastructure to continue scaling our operations. Their strong understanding of real estate is also a plus as our firm has invested into hotels and commercial real estate over the years. We could always count on them to understand our investments and their operations. ( Private Equity)
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- CFO Accounting
- Tax Planning
- Advisory
Sentiment Analysis
I run a family office and investment fund that deals in digital assets, and Rolando and his team are able to understand sophisticated transactions and simplify my life.
They are consistently educating me on how to make my money work for me.
Rolando and team have been a pleasure to work with.
I had an excellent experience working with Rolando and his team.
We have been very please with the prompt responses and overall attention to detail.
I highly recommend them for personal and business taxes.
He has alleviated the common stressors associated with starting a new business and is only a text, call or email away with prompt replies for any questions or concerns.
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