About Us - FinancePro

Our Story

Founded in 2000, FinancePro began with a simple mission: to provide exceptional financial services to businesses of all sizes. What started as a small accounting firm has evolved into a comprehensive financial solutions provider.

Over two decades, we've helped more than 500 companies navigate complex financial challenges, optimize their tax strategies, and achieve sustainable growth. Our team of certified professionals combines deep industry expertise with innovative approaches to deliver results.

Today, we continue to uphold our founding principles of integrity, excellence, and client-centric service while embracing technological advancements to enhance our offerings.

Our Mission

To empower businesses with strategic financial solutions that drive growth, ensure compliance, and maximize profitability. We are committed to delivering personalized service with the highest standards of professionalism and integrity.

Our Vision

To be the most trusted financial partner for businesses worldwide, recognized for our innovative approaches, ethical practices, and measurable impact on our clients' success. We strive to set new benchmarks in financial excellence.

Our Core Values

Principles that guide everything we do

Integrity

We conduct all business with honesty, transparency, and ethical standards.

Excellence

We strive for the highest quality in every service and interaction.

Client-Centric

Our clients' success is our primary measure of achievement.

Innovation

We embrace technology and creative solutions to enhance our services.

Collaboration

We believe in partnership and teamwork to achieve shared goals.

Results-Oriented

We focus on delivering measurable outcomes that matter to our clients.

Certifications & Recognition

Credentials that demonstrate our commitment to excellence

CPA Certified

CFA Institute

ISO 9001

Top 100 Firms

Leadership Team

Experienced professionals guiding our success

Michael Roberts

Founder & CEO

20+ years in financial leadership roles across multiple industries.

Sarah Johnson

Chief Financial Officer

Specialist in corporate finance and strategic planning.

David Chen

Director of Operations

Expert in process optimization and client service delivery.

Emily Parker

Head of Client Relations

Dedicated to building lasting partnerships with our clients.

Awards & Recognition

Honors that reflect our commitment to excellence

Best Financial Advisory Firm 2022

Awarded by Financial Excellence Association for outstanding client service and innovation.

Top 100 Accounting Firms

Recognized by Industry Leaders Magazine for consistent growth and excellence.

Client Satisfaction Award 2025

Highest client satisfaction ratings in independent survey conducted by ClientFirst Research.

About FinancePro