CFO-level judgment, clean books, and proactive tax strategy — one firm, filling every seat at your finance table.
Bookkeeper, accountant, tax strategist, CFO — most businesses stitch these together from four vendors. We built the firm so you don't have to.
Forecasting, cash-flow discipline, KPIs, and board-ready reporting — senior leadership in the dose you need.
Books that close on time and hold up under scrutiny — the foundation everything else stands on.
Structure, timing, and credits managed all year — April becomes a formality, not a bill.
The owner's balance sheet, managed with the same discipline as the company's.
Custom metrics on a review cadence, so you manage by numbers instead of instinct.
Due-diligence readiness and investor & lender communications when stakes are highest.
A direct conversation about where the money is leaking and what clarity would change.
A concrete scope — cleanup, cadence, and the metrics we'll be accountable to.
Books current, taxes planned, forecast live — with a standing monthly review.
Mark Garcia has been an invaluable asset to Rareb1rd. When we first started working with him, we had little knowledge of financial processes, but Mark's expertise and guidance have been instrumental in putting the right systems in place. He has assisted us with tax compliance, streamlined our financial operations, and helped us achieve the organization needed to secure bank financing. Mark is always just a phone call away, ready to provide support and insight whenever we need it. We truly appreciate his dedication and highly recommend his services.
Right away I knew he was the right fit — thoughtful, strategic, steady, and aligned with the heart of our company. Mark didn't just advise us; he stepped in shoulder-to-shoulder. He strengthened our forecasts, our planning, and our toughest decisions. Today, Mark continues to be a pillar for our team.
Opening two restaurants — a big event space and a sushi omakase bar — was a lot to take on. AMG didn't just handle the books and payroll, they helped me think through the bigger picture. From cash flow and licensing compliance to long-term strategy, they gave me the support I needed to make smart decisions and grow with confidence.
One conversation is usually enough to know whether we can move the needle. Book it.
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