Your finances as the ownerYour finances as the companyPersonal credityour score and report, what a lender sees firstPersonal taxesfilings and anything open with the IRSPersonal financeswhat you own, what you owe, what you take homeYouguarantorcreditormanagerBookstrue books, kept current every monthBills and payrollbills, invoices and payroll posted inside your fileControllernumbers checked, filings out on time, the month closedCFOcash, plan, tax planning and the funding file
The owner
STEVENPALMIERI
The team behind the Entrepreneur's CFO
Small on purpose. The day to day books and back office are done by our team, reviewed by Steven, in your QuickBooks Online file.
Steven Palmieri
The Entrepreneur's CFO
Owns the plan and reviews every file. The CFO and controller judgment sits with Steven.
Ianne Santos
Books and the monthly close
15 years of financial reporting, bookkeeping, reconciliations and tax support. Based in the Philippines.
Orlando Santos
Bookkeeper
12+ years across industries; cloud-based books in QuickBooks and Xero. Based in the Philippines.
Marcos Ovejero
Paralegal
An attorney in Argentina, former clerk at the Federal Court of Appeals of Salta. Supports the funding and credit clients.
Allysa Lumbayon
Books and reconciliations
Financial reporting, reconciliation and day to day operations, with a commitment to accuracy and integrity. Based in the Philippines.