Achieve More, with Olivo

At Olivo, we provide outsourced accounting and financial services that empower businesses to achieve more.

It is our mission to help guide small business owners toward well‐informed, meaningful decisions about their financial futures. Our team does what we do best — taking ownership of accounting processes and financial management — so you can focus on what you do best: running your business.

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Get Behind the Numbers

At first glance, it’s not always easy to tell what issues or opportunities lie beneath a balance sheet or cash flow statement. We’ll show you what your numbers are saying about your business and provide the guidance to optimize your results.

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CFO Advisory

Partnering with you to perform the strategic analysis necessary to drive informed decisions about the future of your business.

Outsourced Accounting

Summarizing the data through meaningful reporting.


Timely and accurate recording of your financial transactions. The foundation of your financial picture.


Evaluating various aspects of your business through special projects to ensure they align with growth and profitability goals.


What You Can Expect

Running your own business presents a unique set of challenges but worrying about the numbers doesn’t have to be one of them. With Olivo as your partner, you can feel confident that your accounting and financial needs are being met.

Excellent customer service

Accuracy and attention to detail

Financial clarity

Value-added business insights

Peace of mind

Freedom to do what you do best


Our Valued Clients

Our clients are our biggest fans, but don’t just take our word for it…


We would not be where we are today without Lisa and her team. In very short order, Olivo was able to streamline our reporting and build a tailored approach to improve cash flow, forecast with better accuracy, and reduce durations on aging reports. We continue to lean on Olivo for best practices and ideas that help us manage our growth opportunities. One of the best decisions we’ve ever made.

—Aaron Moore, CEO, Orange Element

I have been working with Olivo Financial Services for over 5 years. They handle all the accounting and bill payments for two of my large real estate projects. My experience has been fantastic. Everything is done timely and flawlessly. Before finding Olivo I had worked with several other service providers and was unhappy with all of them. As a former CPA I know quality work and Olivo delivers it consistently. I could not recommend them more strongly.

—Bob Geis, RHG, LLC

If you are lucky enough to have Olivo Financial Services working with your small business then be ready to be amazed. Lisa is one of the few people since the inception of our company that does what she says she is going to do, does it 100%, and does it early. Lisa is part of our team, we value her work and guidance. Having Olivo Financial Services handle our financials, payroll, tax prep, and reporting has allowed us to concentrate on what we need to grow our business.

—Nick Christos, CEO, Independence Underwriting Partners, LLC

Lisa and her team at Olivo have been an integral part of our team from Day 1 of our company’s history. They provide institutional level advisory services while bringing a custom, entrepreneurial experience to their clients. We consider Olivo and Lisa a large contributor to our success to date.

—Jeff Clary & Ted Norberg, Partners, Grander Capital Partners LLC

Request a Consultation

Contact us to schedule a complimentary, no-obligation consultation. Let’s see if we’re a fit!

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