Olivo Financial Services, LLC
Achieve More, with Olivo
5.0
Outsourced accounting and financial services firm helping small business owners achieve more by managing their accounting processes and financial management.
About
Olivo Financial Services has been supporting clients throughout the US since 2013. Their mission is to help guide small business owners toward well-informed, meaningful decisions about their financial futures.
The team takes ownership of accounting processes and financial management so business owners can focus on what they do best - running their business. Olivo strives not only to relieve business owners of the stress of managing their finances but also to add value by providing quality financial information that, when combined with smart strategy, can assist clients in attaining the goals they set. By demystifying the accounting process and forming relationships beyond the transactional, they create positive client experiences that foster growth and opportunity.
Services
CFO Advisory
Partnering with clients to perform the strategic analysis necessary to drive informed decisions about the future of the business. Includes financial statement analysis, KPI analysis, budgeting, and cash flow projections.
Outsourced Accounting
Summarizing data through meaningful reporting. Includes controller services, reporting packages, and process development for the accounting function.
Bookkeeping
Timely and accurate recording of financial transactions - the foundation of the financial picture. Includes setup & maintenance of QuickBooks Online, accounts payable, accounts receivable, and bank account reconciliations.
Consulting
Evaluating various aspects of the business through special projects to ensure they align with growth and profitability goals. Includes pricing analysis, client assessments, and support for financing initiatives.
Credentials & Certifications
Reviews
