Our Mission
Whether you are a business or an individual client, we work with you from the perspective of a partnership. Our mission is to educate, empower, and guide with a caring hand that enables you to do the work you are passionate about, and trust that you have a dependable team behind you supporting your endeavors. We take pride in our responsiveness and consistent high quality performance.
Many new clients come to us confused, frustrated, and unclear about how to take control of their accounting. We work to assuage these insecurities and enable clients to make great decisions based on genuine understanding of their current financial situation and the best trajectory for them to pursue.
About Robert Santagado, CPA
Robert Santagado is highly accomplished accountant with over 25 years of experience. He has been on both sides of the private/public sector, and served 17 years as Chief Accounting Officer for the premier factoring/asset-based lending organizations in the industry. His passion for efficiency and execution helps to streamline accounting processes and deliver unparalleled execution of service, while maintaining a presence in the Corporate and Individual Tax world. He is licensed in NJ, FL and VA and is prepared to serve clients in all 50 states.
Past Roles
Portfolio Manager:
Responsible for management and oversight of the client portfolio of factored receivables, which entails new client underwriting, initial application analysis and client due diligence, volume-based client pricing, contract preparation and closing, deal oversight for mergers and acquisitions, internal audit, accounts receivable verification monitoring, federal tax liability monitoring of clients, debtor credit review and daily client funding verifications and approval. (AGR Financial – 2014-2017)
Chief Accounting Officer:
Responsible for all accounting and financial functions across 10 consolidated entities and 180+ FTE’s. Directed internal financial management and reporting activities and developed forecasts and operating budgets, performed analysis of actual results. (LSQ Funding Group – 1997-2014)
Payroll Administrator:
Responsible for the gathering, input and processing of weekly payroll data and the administration and maintenance of employee benefits. (Traffic Control Devices, Inc. – 1993-1997)
What We've Achieved
Established accounting department, implemented and managed all accounting and financial processes including closing procedures and annual audits
Analyzed and selected accounting and factoring software and develop processes to cross-link and upload data
Directed and facilitated formal annual consolidated financial statement audits with independent outside auditors, resulting in 100% “unqualified” opinions
Negotiated and maintained a 14 year banking relationship with the largest bank in the United States, which allowed for a strategic alliance netting a lucrative client referral program and a $125MM syndicated credit line
Negotiated and administered payroll and employee benefits package with outside vendors for 180+ employees, saving the consolidated entity $1MM per year in employee benefits
Saved real estate company 100k a year by improving processes
Did you know we’re also reality tv stars?
In 2016, we were featured on First Time Flippers on the DIY Network. Click below to learn more and watch the episode!