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, CFA
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 flow
- 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
- Grow your business strategically, sustainably and profitably
Without One
- Missed opportunities
- Higher tax bills
- Outdated reporting
- Wasted time in spreadsheets
- The stress of doing it all alone
Meet Matt
Matt Diamond is an accomplished finance leader with over 15 years of experience spanning corporate finance, investment banking, treasury, tax, and capital markets research. He provides CFO and tax services to early- and growth-stage businesses, overseeing financial operations, strategic planning, and tax optimization with an entrepreneur’s mindset and a CPA’s tax expertise.
He previously served as Director of Finance and Investments at Trinitas Partners, a $2 billion private equity firm focused on sustainable agriculture and food technology investments, leading underwriting, financial planning, and performance monitoring across large-scale land holdings. Earlier in his career, Matt held senior analytical roles at JPMorgan, where his pricing and market analysis drove roughly $12 million in incremental annual revenue, and at Citi as an investment banking deal-team leader, advising on several billion-dollar technology acquisitions and IPOs.
He began his finance career in equity research at Deutsche Bank (2011–2018) and Credit Suisse (2010–2011), covering the software, semiconductor, and payments sectors and winning Institutional Investor recognition annually. He earlier worked as a consultant at Accenture.
Matt completed his undergraduate studies at Gonzaga University. He is a Chartered Financial Analyst, a Certified Public Accountant and holder of a Professional Certificate in Applied Data Science from Dartmouth College.
When he’s not serving his clients, Matt plays tennis and works with Breakthrough T1D, a type 1 diabetes research and advocacy outfit, to lower insulin prices in the US.
Matt’s Track Record
Matt has helped his clients…
$165 million
Raise over
in capital (debt & equity)
$500 thousand
Realize
in annual tax & 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
