Our Company

Jorge and Stephanie

Jorge and Stephanie graduated from Oral Roberts University with a Bachelor of Science in Management and Bachelor of Science in Accounting respectively. Even while both were working corporate jobs they have always had a desire to serve small business owners. They have both worked for Fortune 500 companies and combined have decades of experience working in accounting and corporate audit.

Financial Design Co is a non CPA firm that has a passion to help small business owners and nonprofits realize their potential and would love to work with you.

Our Vision

A world where people are valued, we put others first, excellence is always delivered, a positive culture is created, life balance and profit are achieved, and joy is a daily occurrence.

Our Mission

We believes that our clients’ success is our success. We provide high-value bookkeeping and accounting services to small business owners, helping them achieve their 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, with no short cuts.

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.