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Borromeo
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OUR SERVICES

TAILORED FINANCIAL SOLUTIONS

TAILORED FINANCIAL SOLUTIONS

TAILORED FINANCIAL SOLUTIONS

✅ CFO SERVICES


✅ TAX SERVICES


✅ AUDIT SERVICES

Learn More about our CFO Packages & A La Carte Sevices

STRATEGY BEYOND BOOKKEEPING

TAILORED FINANCIAL SOLUTIONS

TAILORED FINANCIAL SOLUTIONS

Growing companies often face profit leaks, cash flow surprises, and missed opportunities. A CFO gives you clarity and strategy

CFO-LEVEL SUPPORt YOU GET

TAILORED FINANCIAL SOLUTIONS

CFO-LEVEL SUPPORt YOU GET

🗂 Strategy Session

📊 Cash Flow Forecasting

💹 Profitability Analysis

📑 KPI Tracking & Reporting

🏦 Investor/Lender Reporting

Schedule Your Free Consultation

OUR IMPACT

Trucking Industry

Fintech / Crypto Fundraising

Logistics M&A Project

“Diagnosed why a trucking client was operating at a loss and provided actionable strategies to restore profitability.”


“Revealed that a trucking client’s productivity was only 63%, explaining their cash flow gap. Developed a strategy to improve performance against industry standards to increase revenue in $20M”

Logistics M&A Project

Fintech / Crypto Fundraising

Logistics M&A Project

“Prepared a complete financial package — including historicals and acquisition budgets — for a logistics group’s $200M M&A deal.”

Fintech / Crypto Fundraising

Fintech / Crypto Fundraising

Fintech / Crypto Fundraising

“Built forward-looking financial statements that supported successful fundraising for a $1B Fintech / Crypto company.”

Banking License Application

Wealth Management Turnaround

Fintech / Crypto Fundraising

“Created forecasted financial statements for a client securing a European banking license from regulators, - startup phase”.

Wealth Management Turnaround

Wealth Management Turnaround

Wealth Management Turnaround

“Helped a wealth management firm uncover why they were unprofitable and implemented revenue and cost strategies that turned them around to a $12M net profit.”

SEC Financial Reporting

Wealth Management Turnaround

Wealth Management Turnaround

“Supported a client with quarterly financial reporting to ensure compliance with the U.S. Securities and Exchange Commission. It is important to comply as a Publicly Traded Company.

Schedule Your Free Consultation

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