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Welcome to Agave Financial Services
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About us

Welcome! I'm Scott, a seasoned Certified Public Accountant based in Colorado. With a solid educational foundation, holding a BS in Accounting from the University of Colorado and an MBA from Regis University. Currently, I specialize in providing fractional CFO services across a diverse range of industries, including SaaS, Financial Services, FinTech, IoT, Healthcare Services, Interior Design, Manufacturing, and Digital Content/Marketing. My approach is tailored to meet the unique financial needs of each sector, ensuring precision and efficiency in financial management.

My extensive experience includes over a decade as the CFO of an Investment Management firm, where I was a part of a successful joint venture with a Wall Street Hedge Fund overseeing more than $1 billion in investments. This role sharpened my skills in strategic financial planning and investor relations, equipping me to drive growth and stability in various business environments.

I am committed to leveraging my background and skills to help your business achieve its financial goals with strategic insight and effective leadership.

**Welcome to Agave Financial Services**

Based in the vibrant cities of Denver and Boulder, Agave Financial Services is a leader in tailored financial solutions, specializing in fractional CFO services and comprehensive outsourcing options. We cater to organizations seeking expert financial guidance without the commitment of a full-time CFO. Our team of seasoned professionals brings deep industry knowledge and strategic insights to drive business growth and financial health. At Agave Financial Services, we're dedicated to empowering your business through customized financial strategies and operational excellence. Whether you're navigating early-stage challenges or scaling new heights, partner with us to transform your financial management into a competitive advantage.

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