WHO WE ARE

We believe that our clients’ success is our success. We provide high-value outsourced Fractional CFO, Bookkeeping, Tax Planning, and HR Compliance services to growing businesses. We help our clients achieve their financial goals while mutually pursuing profitability.

Our Values:

We are completely client focused. We exist to serve our clients and help them achieve their goals. Our clients’ success is our success. We strive for excellence and attention to detail. We do what is right, always. We create a positive and lasting culture that attracts, retains, and rewards our employees, clients, vendors, and community. We treat others the way we want to be treated. We are a profitable company. We believe in stewardship and are generous with our time, our talents, and our money.

Our Vision

A world where we help people win, we put others first, excellence is expected, a positive culture is created, life balance and profit are achieved, and peace is a nonnegotiable.

Financial Design Co is a non CPA firm that has a passion to help businesses realize their potential and would love to work with your company.

  • Stephanie Ramirez

    FOUNDER & CEO

  • Natalie Landis

    ACCOUNT MANAGER

  • Ashley Castillo

    OPERATIONS & COMPLIANCE MANAGER