Franciscan Financial

Franciscan Financial has been a massive asset to our family and to our marketing agency. As we’ve gotten off the ground, they’ve taken something I’m not very good at and don’t want to spend my time on (accounting, bookkeeping, and taxes) and not only gotten it done, but truly advised us. I always tell Matt that his world is one where sometimes I don’t even know what questions I should be asking - I just know what I want my financial picture to look like. He listens, acts, and helps move us that direction. If you’re running a business, this is exactly where you need to be to make sure you’re covered and thriving financially.

Long story short, we have a family member that has been designated CPA for a few years. We filed our 2024 taxes with them and ended up getting not good news when we got our return back from them. I reached out to Matt for his opinion on the situation. Matt took over and filed an amended return for us. Matt saved us a few thousand dollars and helped us utilize more write offs to optimize our return! I will be recommending Matt to EVERYONE moving forward. Thank you Matt for being so great and being the best at what you do.

Matt with Franciscan Financial helped me with my taxes last year and I am definitely using his services this year again. He is very responsive and knowledgable about taxes and very professional.

I had a lot of stress about my returns and with Matt’s help that was very much reduced. Being self-employed comes with a lot of responsibility and the tax side of things can be an additional stressor that take away from running the business. I am glad I found Matt to ease a large amount of that and recommend him to ANYONE that pays taxes.

Matt has been an amazing partner to me over the past 3 years. He has helped me tremendously with both of my businesses plus my personal finances. He is patient, dependable, strategic, and knowledgeable. I highly recommend!