Blending Rational Objectivity and Your Managerial Intuition into a Systematic, Measurable Process that Enhances Performance and Positions Your Business to Scale.Your Outsourced CFO provides actionable strategies and a scoring methodology through our FIGSCORE (Financial Intelligence Growth Score) tool to the SMB marketplace ($1M-30M revenue size companies). We do this through a "lean" FP&A process and executive presence with the entrepreneur on a monthly basis bringing together financial and operational metrics helping owners push forward their growth strategy while aligning with their "Why."

As a Financial Advisor, Mario specializes in business planning cases. The focus of his practice is to help owners have a better understanding of the true value of their business so they can prepare for the different opportunities and obstacles they may face. In 2014, Mario earned the Certified Family Business Specialist (CFBS) designation from the American College in Bryn Mawr, Pennsylvania. The additional training has helped him to better identify the needs of the growing number of family-run businesses with whom the team works.In addition to helping his business owner clients, Mario frequently educates business owners on various business planning topics at speaking events around the Lehigh Valley.

In 2017, Mario joined The College Funding Coach® as the Director of the Greater Lehigh Valley area. Together with his team he delivers the class, “Little-Known Secrets of Paying for College”, to private and public schools throughout the Lehigh Valley. The class focuses on legal strategies for qualifying for more financial aid, and leveraging assets to make money work more efficiently and effectively – in the end reducing the total cost of attendance.