Running a business and paying taxes shouldn’t feel like flying blind

You’re scaling 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 Wall Street experience and a CPA’s tax knowledge who fights for you.

Matt Diamond, CPA

Fractional CFO and tax services for small businesses and individuals

Ready to feel better about business finance & 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 tax strategy to financial planning, discover how Matt supports your business at every stage

Why Hire a Fractional CFO?

With a CFO

  • You stop worrying about cash flow surprises
  • You make decisions based on data and expert judgment, not guesswork
  • You finally feel like you have a CFO in your corner
  • You pay as little tax as (legally) possible
  • Your business grows—intentionally

Without One

  • Missed opportunities
  • Higher tax bills
  • Outdated reporting
  • Wasted time in spreadsheets
  • The stress of doing it all alone
Matt Diamond, CPA. Based in San Francisco, working with clients remotely and in person.

Meet Matt

Hi, I’m Matt Diamond

I bring 15 years of expertise in financial strategy, markets, taxes and analytics to help small businesses reach the next level—with bigger clients, better investors and lower tax bills. Simply put, I spend my time helping businesses on Wall Street and Main Street get serious about their finances—without the overhead of a full-time CFO.

My Credentials

  • California CPA (Certified Public Accountant)

  • CFA (Chartered Financial Analyst)

  • 15+ years in finance and strategy 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)

$300 Thousand

Identify

in annual cost savings

$45 Million

Unlock

of liquidity

You don’t need guesswork. You need guidance from someone who “gets it”.

You can lead with clarity. Let’s get your business on better financial footing.

Still trying to figure it out alone?

Let’s fix that