Our Services

At Filotimo Finance, we believe clarity and stewardship are essential for both your business and personal finances. Our goal is to help you manage each with confidence while ensuring they work in harmony toward your overall financial well-being. We offer comprehensive services across three areas:

Business Financial Services

Clarity. Compliance. Confidence.
Our business services provide the structure and insight you need to run with confidence.

• Attest & Compliance Services
  Independent audits, reviews, compilations, and agreed-upon procedures (AUPs) to give stakeholders assurance and ensure compliance with GAAP.
  Ideal for: lenders, investors, or boards who require accurate, independent reporting.

• Outsourced Accounting
  Monthly bookkeeping, tax preparation, financial reporting, reconciliations, and payroll. We take care of the numbers so you can focus on growth.

• Fractional CFO & Advisory
  Strategic financial leadership without the cost of a full-time CFO. We provide forecasting, cash flow management, budgeting, and KPI dashboards tailored to your goals.

Personal Financial Services

Steward Finances with Confidence.
We empower professionals, executives, and entrepreneurs to take control of their money and create long-term security.

• Personal Financial Advisory
  Structured, one-on-one personal financial advisory services focused on financial education, debt strategy, retirement readiness and net worth oversight.

• Executive & Business Owner Strategies to align business income with personal financial goals.

• Group Workshops
  Corporate financial wellness programs and personal finance bootcamps designed to educate and equip.