About Us
We help professional services firms and small business owners maximize their profits by providing expert bookkeeping, effective tax planning, proactive CFO advisory, and cutting-edge tech consulting services.
Our Story
CFO Lifeline originated in Port of Spain, Trinidad, where our founder, Richard Oliver, identified a significant challenge faced by local businesses. Most businesses were operating with outdated systems and lacked access to real-time financial information.
Observing that many entrepreneurs made crucial business decisions based on emotion and gut feeling rather than informed insights, Richard was driven to redefine the traditional accountant-client relationship.
This led to the creation of FirstLink Business Solutions which transformed bookkeeping into a strategic partnership that provides real-time financial insights and personalized financial guidance.
Following its success inTrinidad, the need for such services was recognised as universal prompting the expansion to the United States with the launch of CFO Lifeline.
Our mission is to support forward thinking business owners across North America, ensuring that their decisions are well-informed, their strategies are robust and their businesses are positioned for sustainable financial growth and success.
Why We're Here!
We envision a cloud-connected future where every forward-thinking professional service firm and small business owner is empowered by strategic financial insights, seamlessly bridging the gap between numbers and transformative strategy.
At CFO Lifeline, our mission is to lead the way in redefining financial services, ensuring fairness, innovation, and sustainability for all. We are committed to inspiring and nurturing significant financial success and a profound sense of fulfillment, making a positive impact on the world.
Our Core Values and Beliefs
CFO Lifeline’s core values are the guiding principles driving
every decision we make for your financial success.
Passion for Precision
We pour our heart and soul into every financial detail, ensuring precision and dedication in every task.
Innovative Solutions
We believe in re-imagining the possibilities of finance, constantly seeking creative and pioneering solutions for our clients.
Transparent Openness
Openness and clarity are at the heart of our operations, ensuring you're always in the loop with honesty.
Lifelong Learning
The financial world is ever evolving, and so are we. We're committed to lifelong learning and adaptability to stay ahead of the curve.
Balanced Well-being
We understand the importance of a well-rounded life, promoting a healthy work-life balance for our team and our clients' overall wellbeing.
Collaborative Excellence
We uphold the highest standards of integrity and trustworthiness, ensuring transparent and ethical conduct in all our interactions.
Integrity and Trustworthiness
We uphold the highest standards of integrity and trustworthiness, ensuring transparent and ethical conduct in all our interactions.
Customized Solutions for You
We recognize that each client's financial journey is unique. Our tailored fractional CFO services are designed to align perfectly with your specific goals, whether it's enhancing decision-making or ensuring seamless compliance.
Bookkeeping
Experience precision bookkeeping and accounting services for busy business owners. Achieve accuracy and clarity, streamlining your finances effectively.
Tax
Experience stress-free tax filing with our expert services. Get accurate filing and proactive tax planning, ensuring compliance and peace of mind.
Controller Services
Enhance your financial operations with our controller services. Gain accurate, actionable financial insights with detailed oversight and reporting for better decision-making.
Fractional CFO Services
Take your financial strategy to the next level with our specialized fractional CFO services. Get custom guidance to fuel growth and boost profitability, tailored to your needs.
Tech Consulting
Revolutionize your business with our advanced tech consulting. We provide bespoke solutions to enhance operational efficiency and drive transformative growth.
Our Promise: Redefining the client - advisor relationship
Infusing financial strategy with personality.
At CFO Lifeline, we’re not your traditional accountants. We are a vibrant team of finance strategists, infused with personality and culture, committed to guiding you towards remarkable financial growth and success with a creative touch.
Meet the CFO Lifeline Team
Expert bookkeeping and finance strategists dedicated to guiding your business to financial success.
Richard Oliver
Founder/ Client CFO
Shinique Simmons
Client Controller
Stephon Cuffie
Client Controller
Shaleeka Baptiste
Client Bookkeeper
Deenah Redoy
Client Bookkeeper
Amanda Mahabir
Onboarding Manager
Abigail Nelson
Business Operations Administrator
Ready to take control of your finances?
Become part of a community dedicated to the growth of your business. Book your consultation with our expert team today so together we can navigate the path to your financial success.