Jonathan Garza Email & Phone Number

Greensboro--Winston-Salem--High Point Area

I am proud to offer small business owners top-notch bookkeeping, tax preparation, and Fractional CFO services. At Citizen Accounting Group, we understand that managing your finances can be overwhelming and time-consuming. That's why we're here to help! Our team of skilled professionals is dedicated to helping you make informed decisions and achieve financial success. We work closely with our clients to understand their unique needs and tailor our services to meet their specific goals.Whether you need help with bookkeeping, tax preparation, or Fractional CFO services, we've got you covered. With our personalized approach and our team of experienced professionals, you can trust that your finances are in good hands.So if you're a small business owner looking for reliable and affordable accounting services, let us help you take your business to the next level!

Winston-Salem, North Carolina, United States

Managed finance and accounting department for five entities, providing consolidated financials for CEO and board members. Created company budgets and projections for investment decks. Other responsibilities included Human Resources, Legal Compliance, driving the CEO’s vision and strategy, and consulting on company financial decisions. Also implemented and tracked financial and operational KPIs.

Dallas/Fort Worth Area

Maintained and grew strategic national partnerships to boost department revenue by 300%. Created processes to ensure partners were billed correctly and on time. Maintained personal relationships and consulted with business owners to ensure business goals were met within our network of agents.

Successfully negotiated transactions in my clients’ favor and navigated emotional decisions to ensure successful closings.

Dallas, Tx

Directed a $2.5B collective client portfolio for over 9,000 HOAs nationwide. Projected and presented financial reports to CEO, CFO, and COO. Worked closely with General Managers to ensure HOAs had access to safe investments and accurate payment collection systems to reduce delinquencies. Other achievements include successfully transitioning 3,000 association bank accounts to provide more efficiency internally, resulting in cost reductions of $2.5MM+ to the company and over $1.8MM to the individual associations.

Provided consulting to Fortune 500 companies in multiple industries on tax policies and requested refunds from various states (TX, NY, GA, FL, CA, VA, PA, MA, RI). Most importantly, learned how to sort large amounts of financial data and negotiate with government agencies.

Boerne, Tx

Mba, Finance/Strategy

Activities and Societies: GBA - Graduation Business Association Served as president of Graduate Business Association

Bba, Finance