


Olivo Financial Services Email Formats
Accounting • Paoli, Pennsylvania, United States • 1-10 Employees
Key Contact at Olivo Financial Services
Lisa D. Munroe
Founder & CEO
Company overview
| Headquarters | Paoli, Pennsylvania, United States |
| Phone number | +16103169280 |
| Website | |
| NAICS | 5412 |
| Keywords | Budgeting, CPA, Accounting, Bookkeeping, Cfo Services, Cash Flow Analysis, Quickbooks Online, QBO |
| Employees | 1-10 |
About Olivo Financial Services
Welcome to Olivo Financial Services, LLC, where we offer bookkeeping, accounting, and part-time CFO services for small businesses. At Olivo, we're not just number crunchers; we're passionate about building lasting relationships with our clients and delivering exceptional experiences that transcend the typical accountant-client dynamic. Our mission is clear: to empower small businesses to achieve more by providing them with accurate financial insights and personalized guidance they can trust. We understand that behind every number lies a story, and our meticulous attention to detail ensures that our clients receive a comprehensive and precise financial snapshot to inform their strategic decisions. While we value efficiency through standardization, we also recognize the importance of customization. No two businesses are alike, which is why our approach is always tailored to meet the unique needs of each client we serve. From streamlining financial processes to offering strategic advice, we're committed to being the trusted partner our clients can rely on. Recognizing the power of collaboration, we work closely with our clients' existing advisors and professionals, whether they're attorneys, tax preparers, payroll and benefits providers, or other business consultants, to ensure a holistic approach to their financial well-being. Additionally, if we identify areas where further expertise could benefit our clients, we're not hesitant to recommend software, technology, or supplements to their advisory team to optimize results and drive success. Whether you're a startup navigating the complexities of financial management or an established small business looking to optimize your operations, we're here to guide you every step of the way. To learn more and book a consultation, visit www.olivofinancial.com.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Olivo Financial Services has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Olivo Financial Services has never raised funding before.
Frequently asked questions
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