About Us

Our Journey to Excellence in Financial Services

Founded in 2008 by Sarah Richardson and Michael Chen, EcoFinance began as a small accounting practice dedicated to helping local businesses navigate the complexities of financial management. What started as a two-person operation in a modest office has grown into a comprehensive financial services firm with a team of over 25 professionals serving clients across multiple industries.

Our founders recognized a gap in the market: small and medium-sized businesses needed more than just basic bookkeeping—they required strategic financial guidance to grow sustainably. With backgrounds in both corporate accounting and entrepreneurship, Sarah and Michael combined their expertise to create a firm that blends technical excellence with practical business insights.

Throughout our evolution, we've remained committed to our founding principle: providing personalized financial solutions that empower businesses to thrive. As we've expanded our service offerings and client base, we've maintained the attentive approach and relationship-focused culture that set us apart from the beginning.

Team meeting discussing financial strategies

Our Mission & Values

Mission

Our mission is to empower businesses with financial clarity and strategic guidance, enabling them to make confident decisions that drive sustainable growth. We strive to be more than service providers—we aim to be trusted advisors who contribute meaningfully to our clients' success.

Core Values

Integrity

We maintain the highest ethical standards in all our interactions, providing honest guidance even when it's not what clients might want to hear.

Excellence

We pursue continuous improvement and deliver work that exceeds industry standards, staying at the forefront of financial best practices.

Empathy

We take time to understand each client's unique challenges and aspirations, tailoring our approach to their specific circumstances.

Innovation

We embrace technological advancements and creative thinking to develop forward-looking solutions for evolving financial landscapes.

Meet Our Leadership Team

The experienced professionals guiding our vision and service excellence

Sarah Richardson

CEO & Co-Founder

With over 20 years of experience in financial consulting, Sarah oversees the strategic direction of EcoFinance. Her background includes leadership roles at Ernst & Young and an MBA from Wharton. She specializes in strategic financial planning for growth-stage companies and is passionate about mentoring women in finance.

Michael Chen

CFO & Co-Founder

Michael brings deep expertise in tax strategy and financial operations with 18 years in the industry. A CPA with a background in corporate taxation at Deloitte, he leads our tax practice and financial advisory services. He's recognized for his ability to translate complex tax legislation into actionable business strategies.

Elena Diaz

Director of Client Services

Elena ensures our clients receive exceptional service across all engagements. With 15 years in client relationship management, she developed our client success methodology that has resulted in our 98% retention rate. She holds an MS in Organizational Leadership and is a certified Project Management Professional.

Jonathan Okafor

Head of Technology Solutions

Jonathan leads our financial technology initiatives, helping clients leverage automation and digital tools to streamline their accounting processes. With a background in both finance and computer science, he bridges the gap between traditional accounting and cutting-edge technology. He previously developed fintech solutions at Square.

Our Achievements & Expertise

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Industry Recognition

Named "Top 50 Accounting Firm" by Business Finance Magazine for three consecutive years (2020-2022). Recognized for excellence in client satisfaction with a 98% client retention rate and 4.9/5 average client rating.

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Specialized Expertise

Our team includes 15 Certified Public Accountants (CPAs), 5 Certified Financial Planners (CFPs), and 3 Certified Valuation Analysts (CVAs). We maintain expertise in specialized industries including technology startups, manufacturing, healthcare, and professional services.

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Advanced Technology

We've invested in cutting-edge financial technology platforms, enabling real-time financial insights, automated reporting, and secure client portals. Our proprietary financial forecasting model has helped clients secure over $30 million in funding collectively.

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Community Impact

Through our "Financial Literacy Initiative," we've provided pro bono financial education to over 500 small business owners. Our team volunteers over 1,000 hours annually to support local economic development programs and mentor aspiring entrepreneurs.

Award ceremony for accounting excellence

What Our Clients Say

Real feedback from businesses we've helped succeed

"EcoFinance transformed our financial operations completely. Their strategic tax planning saved us over $75,000 in our first year working together, and their ongoing advisory has been instrumental in our expansion to three new locations. They don't just process numbers—they provide insights that drive real business decisions."

Rebecca Torres

Founder, Evergreen Retail Group

"As a tech startup, we needed financial partners who understood both our immediate needs and long-term vision. The EcoFinance team has been exactly that—helping us establish solid financial foundations while preparing us for each growth stage. Their guidance was crucial in securing our Series A funding and navigating our first acquisition."

Daniel Park

CEO, NexGen Solutions

"The nonprofit sector has unique financial complexities, and EcoFinance understands them deeply. They've helped us optimize our grant compliance processes, implement fund accounting best practices, and clearly communicate our financial story to donors. Their expertise has directly contributed to a 35% increase in our foundation funding."

Amara Wilson

Executive Director, Community First Foundation

Ready to Transform Your Financial Operations?

Let's discuss how our experienced team can support your business goals