For Business Owners Who Are Tired Of Struggling And Not Achieving The Success They Know They Deserve...

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We Help Businesses Simplify Their Finances!

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. 

​Custodio Advisory provides a one stop shop for all your accounting and finance needs. We provide from end-to-end accounting 

As Seen In: Featured Small Business!

We're excited to announce that we've been featured by Hello Skip as one of the standout small businesses! It's an honor to be recognized for our hard work and commitment to providing exceptional products and services. Check out the full feature on Hello Skip here and learn more about how we're making a difference in our community.

Thank you for supporting us and being part of our journey!

The Number One Problem With Small and Medium Sized Businesses...

Download Your Free E-book

Profit and Prosper

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.

End-To-End Accounting

  • Bank Reconciliations
  • Accounts Payables
  • Monthly Closings
  • Invoice Processing
  • Payroll Processing

Fractional CFO Services

  • ​Financial Modeling
  • Financial Reporting
  • Budgeting and Planning
  • Extensive Financial Strategy and Planning
  • Tax Preparation

End-To-End Accounting Solutions

Small and Medium businesses mainly struggle with attracting and retaining high quality accounting talent as they are unable to compete with large compensation packages from bigger organizations. By partnering with Custodio Advisory services, you will have access to premium and talented individuals who have worked with industry-leading companies.

Our team of experts has successfully managed finances for SMBs across various sectors, ensuring that your business receives the same level of strategic insight and meticulous attention to detail as larger corporations, but at a fraction of the cost.

And YOU Are Invited To Partner With This Elite Team of Financial Experts!

End-To-End Accounting Services 

Crafted With Two Core Purposes In Mind:

— Reason #1 —

Firstly, to empower businesses with end-to-end finance and accounting expertise, ensuring strategic growth and financial precision.

— Reason #2 —

Secondly, to offer valuable fractional CFO and controller services to simplify complex financial landscapes while driving profitability.

Simplify Your Finances!

Even If Your Books Are a Mess, We Want to Help!


Many businesses start off unsure of their financial footing, but that's exactly where Custodio Advisory Services excels. We specialize in transforming chaotic finances into well-organized, strategic systems—so even if you're feeling overwhelmed, you're in the right place.

Beyond A Consultant...

We Aim to Be Your Trusted Advisor!

Here's A Look At some of the services we can help you with... Don't wait any longer and book consultation call with us!

Accounting

End-To-End Accounting

At Custodio Advisory Services, we offer complete 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.

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, financial planning, and insights to help your business grow, all tailored to your specific needs and goals.

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.

Ready to simplify your finances?

Custodio Advisory

Your One-Stop Shop for Finance and Accounting Needs

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.

Business success journey roadmap, flat illustration

Financial Clarity for Your Business.

Keep a pulse on the financial health of your business—no more guessing! You’ll gain clear insights and expert guidance to make informed decisions and drive growth confidently. Let us help you take control of your finances.

  • Bank Reconciliations
  • Accounts Payables
  • Accounts Receivables
  • Monthly Closing
  • Invoice Processing
  • Payroll Processing
  • Financial Modeling
  • Financial Reporting
  • Budgeting and Planning
  • Extensive Financial Strategy and Planning

Is It Time For Your Success Story?

Inside This FREE Presentation You'll Learn:

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01:37 – How Dan Henry started using THIS exact webinar strategy to pay off his huge IRS bill.

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17:12 – The exact stories you SHOULD use inside of your webinar to convert your audience into buyers.

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44:05 – How Dan's client went from charging $1,500 to charging $1-$3 MILLION dollar contracts.

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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 experience across finance, fintech, insurance, and cryptocurrency, we deliver actionable insights tailored to your business.

​Proven Track Record:

We've led financial transformations for multinational companies, delivering streamlined operations and improved financial reporting.

Customized Solutions

Every business is unique. We create tailored financial strategies that fit your company's goals and growth plans.

YOUR PERSONAL SUBJECT MATTER EXPERT

Smerling Custodio has led strategic growth for leaders in Payments & FinTech, Digital Banking, Commercial Insurance, and Blockchain.

Simplifying your Finances!

Smerling Custodio

Finance and Accounting Expert

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.

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