Managing finances and paying taxes shouldn’t feel like flying blind
You’re growing fast, but your numbers aren’t clear and your taxes are too high. You’re stuck reacting instead of leading. You know you need a CFO, but not a full-time one.
It’s time for someone in finance & accounting who brings passion, strategy and knowledge to your side of the table. Someone with extensive in-depth Wall Street experience and a CPA’s tax knowledge who fights for you.
Matt Diamond, CPA
CFO and tax services for individuals and small businesses
Ready to feel better about your finances & taxes?
How It Works
Here’s how we work together
Assess
First things first: we get clear on your numbers, pain points and goals.
Build
I create a financial strategy tailored to your growth trajectory and tax situation.
Your business grows on solid footing, and you pay as little tax as possible while doing it.
Optimize
We review results together as frequently as needed to make sure you’re comfortable with everything we do.
We anticipate what can happen and make sure you’re prepared for it financially and strategically—all while you stay in control.
From financial management to tax planning, discover how Matt supports you and your business at every stage
Why Hire a CFO?
With a CFO
- Stop worrying about cash flows
- Make decisions based on data and expertise, not guesswork
- Have someone who knows finance and taxes in your corner
- Pay as little tax as (legally) possible
- Business grows intentionally and profitably
Without One
- Missed opportunities
- Higher tax bills
- Outdated reporting
- Wasted time in spreadsheets
- The stress of doing it all alone
Meet Matt
Hi, I’m Matt Diamond
I bring 15 years of expertise in corporate strategy, financial markets and taxes to help small businesses reach the next level—with bigger clients, better investors and lower tax bills. Simply put, I help people on Main Street reach the next level—without the overhead of a full-time CFO.
My Credentials
CPA (Certified Public Accountant)
CFA (Chartered Financial Analyst)
15+ years as a leading finance analyst and investment banker on Wall Street (JPMorgan, Citigroup and Deutsche Bank—among others)
Based in San Francisco, working with clients remotely and in person
Matt’s Track Record
Matt has helped clients…
$165 million
Raise over
in capital (debt and equity)
$350 thousand
Identify
in annual cost savings
$45 million
Unlock
of liquidity
You don’t need guesswork. You need guidance from someone who’s been there and gets it.
You can lead with clarity. Let’s get your business on better financial footing.
See What Clients Are Saying About Matt
