A CPA Oversees the Work
Every engagement has a licensed CPA responsible for it. Statements, forecasts and filings are checked by a senior professional before you see them.
Our Team
A CPA-led firm. Senior consultants matched to your business, overseen by Sonny. Your business is never dependent on one person.
A Note from the Founder
In 2019, I founded Finite, and built the team around it, with a passion for helping business owners, boards, and organizations gain clarity, confidence, and direction through their financial information.
Since then, we’ve had the privilege of supporting more than 150 clients across a wide range of industries, including property management, construction, transportation, hospitality, nonprofit organizations, and many others. As our clients’ needs evolved, so did our firm. Today, Finite proudly provides advisory and consulting services alongside our HOA audit and tax prep practice, helping organizations navigate challenges, identify opportunities, and build for the future.
As a CPA, I naturally pay close attention to the numbers. But I’ve learned that every set of financial statements tells a story, one of hard work, growth, challenges, and ambition. I enjoy understanding those stories and partnering with clients to help them reach their goals.
At Finite, we believe financial information should do more than report the past. It should provide clarity, support better decisions, and help build a stronger future.
How We Staff an Engagement
You work with one consultant. The firm stands behind them.
Every engagement has a licensed CPA responsible for it. Statements, forecasts and filings are checked by a senior professional before you see them.
Expertise, industry, systems, culture and stage. If the match is not working, we change it, at our cost.
A second consultant knows your file. Vacations, illness and transitions do not stop your close.

An Easy Conversation
Tell us what’s happening in your business and where more support could make a difference. We respond within one business day.