Your "Pico" (Personal Small Business) CFO
Owned and operated by a CPA , CFP®, and ex-multi-unit franchisee in the QSR industry. The Firm understands the challenges and time commitment of running your own business—whether it’s a thriving small enterprise, scaling a side hustle beyond the traditional 9-to-5, or investing in personal growth or real estate. We focus in the underserved "Small Business" accounting space. We thrive by leveraging tech to gather accurate data to make proactive decisions that achieve positive tax and financial outcomes for our clients - small business and their owners/families. We operate as your "Pico" CFO to assist you in your financial journey and take the time, stress and anxiety of the back end accounting and tax functions off your day-to-day plate. We wear the financial hat so you can go out and do what you do best - sell, operate, and build, or take a well-deserved break to spend time with your family.
Anthony Bonanni, CPA | CFP ® • Owner
Husband, father, and owner of picoCFO.
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Masters Degree - Accounting (M.Acc) - Oakland University
Bachelors Degree - Econonmics (B.A.) - University of Michigan
As a former multi-unit operator of franchised restaurants, I know firsthand the business's demands and how overwhelming it can be to juggle the demands of small business ownership. For individuals, families, and companies, managing the details of accounting and financial planning often takes time away from what truly matters: driving revenue and spending time with loved ones. Small Business Owners (in the $500,000 - $5,000,000 revenue range) drive the economy. These individuals are overlooked in the accounting space but are the group that achieves the most effective results with active planning.
The anxiety of P&Ls, Tax Planning, System Integration, Compliance, Tax Payments, and feeling alone is not what business ownership is about.
Our goal is to bring a holistic and experienced approach to the SMB community and have lasting impacts on the small business, but more importantly, the owner and family.
Gather Data, Plan Implementation, Plan Execution, Build Efficiency, Optimize and Grow.
