Managing Principal

• CPA for 30+ years (Active Florida License #31813)
• Bachelor of Arts in Accounting, Gustavus Adolphus College, St. Peter, MN
• 5th Year Graduate Level Accounting Courses, University of South Florida

With a down-to-earth approach that balances strategic decision making with financial discipline, Tony has consistently increased the profitability of his employers and client companies for over 35 years.

Tony is a seasoned financial, accounting, and management professional with over 30 years of experience working at the CFO level for private companies and nonprofit organizations in a variety of industries, including manufacturing, retail and distribution, construction, professional services, restaurants, fiber network infrastructure, agriculture, real estate investment and development, product development, and landscape waste recycling.

The same moral and spiritual fiber of integrity that guides Tony in his professional life has led him to be actively involved in numerous community and charitable endeavors.

Tony is a Co-Founder of Bridge a Life, a 501c3 nonprofit organization providing Christ-centered hope for children with relational trauma through awareness and family support, and Vision Team Leader for Ayinza, the organization’s long-term ministry and humanitarian project in Uganda, Africa.

After serving as the Finance Chair 2021-2024, Tony is currently the Board Chair of the Safe Children Coalition, a large nonprofit community-based care provider of education, prevention, diversion, and child welfare services, including adoption and foster care, serving Sarasota, Manatee, and Desoto counties. Tony is a current Board Member of The Bay Park, current Board Member of 360 Church, past 10-year Trustee of Bayside Community Church, and past Board Member of the Sarasota Chamber of Commerce Better Business Council.

Tony enjoys spending time with his 5 children, 3 of which are adopted from Sri Lanka and Uganda, hanging out with close friends, traveling to interesting areas of the US and the world, exercising, and watching various sporting events.

Principal

• CPA for 9+ years (Active Florida License #49469)
• CFE for 8+ years (ACFE Certification #749158)
• Lean Six Sigma CPA Green Belt for 7+ years, The Ohio State University
• Bachelor of Science in Accounting, University of South Florida

As a fractional CFO Matthew is known for his fluency in accurate financial reporting and the processes that deliver it. However, his greatest strength lies in connecting with people. Matthew excels as an assertive communicator, and he enjoys the thrill of solutions that deliver on the bottom line for the operation and its people.

In addition to accounting and finance consulting, as a Certified Fraud Examiner (CFE), Matthew is retained by clients to investigate and report on various forensic engagements involving known or suspected fraud. This includes fraud risk evaluations, contract disputes, occupational fraud, and board member breaches of duty.

Over the years, Matthew has developed specialized assurance and M&A services for various industries, including construction, manufacturing, retail, hospitality, and nonprofit sectors. His Lean Six Sigma Green Belt complements the efficiency focus in his internal controls work, especially for implementing AI and other technologies to automate client tasks and reporting.

In the community, Matthew serves as a Guardian ad Litem in the 12^th Judicial Circuit advocating for abused and neglected children in the dependency court system. This is complemented by his work as Treasurer of the Children’s Guardian Fund, a 501(c)(3) nonprofit that directly funds the need for normalcy of these children. As a United States Marine Corps combat veteran (Iraq), he is actively involved in his local VFW Post 12055, where he chairs the finance committee.

Outside of work, Matthew enjoys board games, lifting, cooking, coaching, and spending time with his wife and their three sons.

Director of Accounting

• CPA for 30+ years (Active Florida License #24661)
• Bachelor of Science in Accounting, Tampa College
• Master of Business Administration, Tampa College

Diana has provided proficient Controller services for over 25 years for a variety of business industries, including service, retail, distribution, restaurant, brokerage and fiber network infrastructure.  Diana has expertise in preparing accurate financials, financial statement presentation, accounting, complex reconciliations, budgeting, payroll, and audit and financial management.  Diana focuses on streamlining accounting functions and reducing costs.  

Diana’s calm, clear and concise communication skills are welcomed by clients and staff alike.  Diana takes pride in working with all clients, delving into the financials details, creating efficiencies and presenting clients with updated processes and procedures.

In 2004, Diana established her own CPA firm providing a full range of Controller accounting services to her clients.  As Director of Accounting for CFO Integrity since 2017, Diana ensures that client financials are accurately prepared, and their business needs are addressed professionally and in a timely manner. 

Outside of work, Diana enjoys a variety of activities, including bicycling, kayaking, swimming, dancing, live music, and cooking.  Most of all, Diana enjoys spending time with her family, especially her grandchildren! 

Senior Accountant

• Bachelor of Arts in Accounting, USF Sarasota-Manatee, FL
• Bachelor of Arts in Management of Information Systems, USF Tampa, FL
• QuickBooks Pro Advisor, 2024

Michelle has a unique combination of accounting and information systems experience for over 20 years across industries including manufacturing, service, retail, construction, and hospitality.  Her diverse roles have spanned general accounting, A/R, A/P, operations, internal controls, financial system integrations, reporting, systems support, compliance, and client support.

Michelle places a special emphasis on creating efficiencies through delivering top-tiered accounting services that contribute to the success of her clients and her team. Michelle values understanding client needs and helping to improve their work lives. She does this with a compassionate heart and a smile!

Michelle coordinates volunteer activities for CFO Integrity and is always in search of impactful causes that the team can serve within the community. She has a passion for veterans’ causes and helping others and believes that even the smallest of actions can have an enormous impact and change a life.

Outside of work, Michelle is deeply committed to her faith, family, and fitness. She believes that her core principles underpin success in all areas of life and that these foundational principles help her support her clients to the best of her abilities.

Michelle enjoys time with family, focusing on her fitness, practicing guitar, spending time outdoors camping & kayaking or searching for her next learning adventure!