CFO Lifeline

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 Most businesses were operating with outdated systems and lacked access to real-time financial information.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.

Our Promise:
Redefining the client - bookkeeper 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.
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