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CPA Referral ( US based )

  • September 22, 2025
  • 5 replies
  • 22 views
Twist

Hi Gang 👋🏼
Anyone have a referral for an Accountant / CPA for small business tax prep? Would be great if it were woman-owned but not a deal breaker. Thanks in advance! 

Best answer by Geily Romero

Thank you so much for the shout out ​@Kaitlyn Blair :) 

​@Twist feel free to check out my Inner Circle here (bottom of the page) - it’s my go-to for vetted CPAs and Tax Preparers! 

5 replies

Kaitlyn Blair
Explorer
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  • Kaitlyn Blair
  • Explorer
  • September 23, 2025

Hey ​@Twist! ​@Geily Romero is an amazing fractional CFO! I’d highly recommend her. You can check out her website here: https://www.cuttingedgefinancialsolutions.com/about

Kaitlyn Blair
    Twist
    • Twist
    • Author
    • Newcomer
    • September 23, 2025

    Thank you ​@Kaitlyn Blair. She looks great but I’m looking for a CPA / tax prep Accountant.

      Geily Romero
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      • Geily Romero
      • Newcomer
      • Answer
      • September 24, 2025

      Thank you so much for the shout out ​@Kaitlyn Blair :) 

      ​@Twist feel free to check out my Inner Circle here (bottom of the page) - it’s my go-to for vetted CPAs and Tax Preparers! 

      Geily (Haley) *Financial Advisor & Consultant* l www.cuttingedgefinancialsolutions.com
      Twist
      • Twist
      • Author
      • Newcomer
      • September 24, 2025

      ​@Geily Romero Hi!
      And thank you so much!
      Will keep your contact info on hand as well. 

      Kristine

        Geily Romero
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        • Geily Romero
        • Newcomer
        • September 24, 2025

        Sounds good! Glad I was able to help :) 

        Geily (Haley) *Financial Advisor & Consultant* l www.cuttingedgefinancialsolutions.com
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