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REYCO CFO Solutions
REYCO CFO Solutions

REYCO CFO Solutions

Offers remote services
Offers remote services
$90/hour
estimated cost


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It’s free, with no obligation to book

Introduction: Hi there! I am an independent accountant/part-time CFO to my clients. I am NOT your average bookkeeper/accountant. If that is what you are looking for then just continue looking. However.... I am a part-time CFO to you, and my vast knowledge, education, and experience gets me hired to provide the following services-mainly: - To Help Clients Reduce Their Tax Liabilities - Do Tax Planning & Business Planning - Focus On Your Business Financial Strenghts such as EBITDA (banker's profitability), strong financials and tax returns for better banking & financing results - Help my clients plan for the future in terms of taxable events, growing their businesses, obtaining business financing to achieve their goals, and help clients obtain real estate rentals as a tax planning and growth tool, and overall helping my clients prosper more through good planning. I am a mobile accountant so I usually come to you. I have clients throughout the Sacramento metro, Chico, Bay Area-Silicon Valley, Stockton, and Modesto. I am a former senior banker with a Fortune 500 bank, and my clients get many years of experience as a business banker besides also being a business owner, accountant, and business advisor CFO. My business provides professional, mobile, and efficient accounting, bookkeeping, payroll, tax return preparation, and SBA loan services to small and medium size businesses. I drive to my clients place of business or office, and I work at their office when I need to plus remote access from my office. I absolutely love what I do, and I really enjoy spending time helping and advising my small business clients how to do better, how to increase their profits, how to grow their business, and how to save costs and reduce liabilities. The personal one on one is one of my favorite parts of my client relationship management experience. We have to be a match in order to be able to work together. If you would like to see if we are a match, then let's talk. I am very selective with the types of clients I recruit. So I am not meant to be a CFO advisor to everybody, only a selected few.
Overview

Hired 1 time

4 employees

9 years in business

Payment methods

Cash, Check, Credit card, PayPal, Venmo

Featured Projects

1 photo

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

6 reviews

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Read reviews that mention:


Scott C.

We hired Reyna & CO to be our accountant three years ago here in the Bay Area and it’s been one of the best decisions our business has made. Joe has been a great business advisor and our accounting and financial statements are always current and we are happy with our tax results.
Jan 8, 2020
Earl F.

Joe and his group are an amazing financial partner! I have never had an accountant so involved in my organization. His pricing structure makes perfect sense and makes having a financial partner such as his group accessible. Joe goes far beyond the standard CPA and business taxes. He is my vCFO. He consults on growth, finance management, capital, mergers/aquisitions, OR, etc. I would recommend Joe in a heartbeat to any small or medium sized business. You need Joe on your side!
Mar 13, 2017
David K.

Jose does not provide simple accounting services, he becomes your CFO. Absolutely amazing on how much he knows, and how familiar he is with all ins and outs of banking world. If you need simple accounting services, yea he can take care of you. Just like 100 other CPAs. But if you are serious about growing your business, creating banking relationships and opening doors that were previously bolted shut for you, he is your man. His goal is not get you the biggest refund and send you on your way until the next tax season. Instead he will plan with you your 1 year and your 3 year plan, and from a financial side, actually make that happen. And hey, if you are really interested about that tax refund, or (not) paying taxes in general, you want to give him a call. And I'll tell you why: You know how companies like Apple make 100 billion a year but pay 300 dollars in taxes? They have guys like Jose working for them. Enough said. If you want to pay taxes like Apple, dial his number.
Mar 12, 2017
Lacey K.

Accounting

Excellent service! As a prospective new business owner I had a lot of reservations and worries about buying a small business. Joe gave me peace of mind, and set me up for success moving forward. I am so happy with the level of service I received. You can really tell that he cares about people and wants to help in any way he can. Thanks Joe!
Jan 20, 2017
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Verified
Brittany H.

Business Tax Preparation

Jan 31, 2020
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Verified

FAQs

  • What education and/or training do you have that relates to your work?

    I am a Quickbooks PA, and expert in company financials. Undergraduate at U of U and graduate work at University of Washington Pacific Coast Banking School.

  • How did you get started doing this type of work?

    I actually started as a SVP of a Fortune 500 bank helping clients get loans, but then realizing that their books, their financial statements, and their tax returns were not bankable, and why they were being declined for business loans, when I realized the opportunity to help them "become bankable."

  • What types of customers have you worked with?

    I work with small and medium size businesses from all industries like industrial/commercial, manufacturing, automotive, construction, real estate, medical, gyms, high tech, IT, etc

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