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Small and Medium Sized Businesses Have
One Big Problem
Limited resources for a dedicated Accounting and Finance Team
We are a One-Stop shop for all your accounting and finance needs So that you can focus on running your business.
Download Your FREE E-Book
This book was written to educate small and medium-sized business owners on the fundamental tax situations they need to understand. As a finance and accounting professional, I recognize that these topics can be complex and overwhelming.
That's why we created Custodio Advisory, to offer you a comprehensive, end-to-end accounting solution at a fraction of the cost, making it easier for you to manage your business finances with confidence.
Beyond A Consultant...
We Aim to Be Your Trusted Advisor!
Accounting
End-To-End Accounting
At Custodio Advisory, we offer FULL SERVICE accounting solutions, managing everything from bookkeeping to financial reporting and tax planning. Our team handles all the details, so you can focus on growing your business with confidence, knowing your finances are in expert hands.
- Basic Accounting Package: Starting from $500/month
- Growth Accounting Package: Starting from $750/month
- Strategic Finance Package: Starting from $2500/month
Finance
Fractional CFO
Our Fractional CFO services provide you with executive-level financial expertise without the cost of a full-time hire. We offer strategic guidance, budgeting and forecasting, financial planning, and insights to help your business grow, all tailored to your specific needs and goals.
- Fractional CFO Basic Package: Starting from $3,000/month
- Fractional CFO Leadership Package: Starting from $5,500/month
- Fractional CFO Strategy Package: Starting from $12,500/month
Compliance
Business Taxes
Our tax services provide expert guidance to help you minimize liabilities, maximize savings, and stay compliant—all without the stress of navigating tax laws alone. We offer strategic tax planning, deductions optimization, IRS compliance support, and year-round tax insights tailored to your unique financial situation.
- Basic Business Tax Package Starting from $500
- Strategic Tax Advisory Package : Starting from $2,000
- Corporate Tax Optimization Package: Starting from $5,000
Compliance
Personal Taxes
Our personal tax services ensure you maximize refunds, minimize liabilities, and stay fully compliant—without the hassle of navigating complex tax laws. We provide expert tax planning, deductions optimization, IRS filing support, and year-round guidance tailored to your financial needs.
- Basic Individual Tax Package Starting from $250
- Advance Tax Package : Starting from $750
- High-Net-Worth & Investor Tax Package: Starting from $2,000
Capital
Lending Network
Our experts can help you secure the business funding you need to expand your operations or stabilize your cash flow, ensuring your company’s financial health and long-term success. Click below for an easy 15-second application.
MORE ABOUT ME
Smerling Custodio
Smerling Custodio has over 15 years of experience in strategic financial leadership, she specializes in driving revenue growth, operational efficiency, and corporate governance across diverse industries.
Her expertise spans payments, digital banking, commercial insurance, and cryptocurrency, where she leads financial strategy, M&A due diligence, and complex accounting frameworks that significantly impact profitability.
She works closely with C-suite executives, offering insights that align financial performance with long-term business goals. By implementing robust financial systems and compliance frameworks, she ensures seamless operations and fosters investor confidence.
Get To Know Smerling Custodio Better
FINANCE AND ACCOUNTING EXPERT
MORE ABOUT ME
Cristian Custodio
Cristian Custodio has over 15 years of experience in technology leadership, specializing in web application development, cloud solutions, and full-stack architecture. His expertise spans React, Node.js, JavaScript, AWS, and GCP, delivering scalable and innovative tech solutions.
He collaborates with C-suite executives, aligning technology strategies with business goals. With a focus on operational efficiency and user experience, Cristian drives digital transformation and business growth through strategic tech leadership.
Get To Know Cristian Custodio Better
TECHNOLOGY EXPERT
Problems Your BUSINESS May be facing...
SMBs usually do not have the resources to hire and staff full-time accounting and finance teams. This creates a snowball effect where the business starts growing and finances start growing out of control.
- Do you feel like... you’ve had to manage everything alone, doubting if you can continue handling the pressure?
- Does it seem... like you have no outside support or resources to keep your finances in check as you grow?
- Are you frustrated that... market challenges are adding even more financial stress and uncertainty?
- And when it comes down to it, do you... feel overwhelmed, trying to keep pace with your business’s growth while keeping finances under control?
Does This Sound Like You?
Custodio Advisory
Your One-Stop Shop for Finance and Accounting Needs
Financial Clarity for Your Business
Our Fractional CFO services offer practical financial strategies that help you achieve your business goals, all without the high cost of a full-time CFO. You get expert guidance tailored to your needs, at a fraction of the price.
- Extensive Financial Strategy and Planning
- Budgeting and Planning
- Financial Reporting
- Financial Modeling
- Payroll Processing
- Invoice Processing
- Monthly Closing
- Accounts Receivables
- Accounts Payables
- Bank Reconciliations
Inside This FREE Presentation You'll Learn:
01:37 – How Dan Henry started using THIS exact webinar strategy to pay off his huge IRS bill.
17:12 – The exact stories you SHOULD use inside of your webinar to convert your audience into buyers.
44:05 – How Dan's client went from charging $1,500 to charging $1-$3 MILLION dollar contracts.
Watch the end of this video to get Dan's funnel installed directly into your ClickFunnels account.
Benefits With the Right Strategy
Financial Strategy & Planning
Develop and implement strategies for financial growth, compliance, and operational efficiency across industries, including payments, insurance, and blockchain.
Accounting & Bookkeeping
Specializing in catch-up work, cleaning up books, and building accounting frameworks that support long-term business expansion.
Cryptocurrency & Blockchain Solutions
Guidance on cryptocurrency accounting transactions, blockchain technology, and money movement.
Merchant Services & Payments Optimization
Enhance your payment processing efficiency, reduce costs, and develop comprehensive financial reporting structures to support growth.
Risk Management & Compliance
Ensure regulatory compliance, develop internal controls, and implement risk management strategies to protect your business.
Capital Raising and Exit Strategy
We assist businesses in securing funding through equity or debt, while equipping them with strategies to optimize their market position and achieve successful exit outcomes.
WHY WE'RE DIFFERENT
Why choose Us?
Deep Industry Expertise
With expertise in finance, fintech, insurance, and cryptocurrency, we provide tech-driven financial solutions that enhance efficiency, compliance, and growth.
Proven Track Record
We've led financial transformations for multinational companies, delivering streamlined operations and improved financial reporting.
Don't Forget Your Free E-Book
This book was written to educate small and medium-sized business owners on the fundamental tax situations they need to understand. As a finance and accounting professional, I recognize that these topics can be complex and overwhelming.
Unlock Your Free E-Book Today! Enter your best email below, and discover how we can add value to your business. Let us support you in achieving financial clarity and success!
