The accounting partner
you’ve been looking for.
Fidelity in Figures.
You have the vision. We own the execution.
From OTC compliance and church bookkeeping to golf-club operations, oil & gas accounting, and M&A support — Fiscal Saints brings 150+ combined years of enterprise finance expertise to businesses that need a responsive, capable partner. Not a firm that hands you off to a junior associate.
Trusted by companies in
Who We Serve
The right fit for your situation
OTC Markets (OTCID)
Quarterly reports, annual disclosures, management certifications, and full OTCID compliance — prepared and ready for your officers to submit on time, every time.
Churches
Bookkeeping, payroll, contribution tracking, and tax compliance for faith-based organizations.
Nonprofits
501(c)(3) — 990 filings, grant tracking, board reporting, and compliance management.
Small Businesses
Tax prep, bookkeeping, and someone who actually answers the phone.
CPA Firms
Overflow capacity — busy-season support without the overhead of a new hire.
Family Offices
Multi-entity accounting, tax planning, and consolidated reporting for HNW families.
Real Estate Firms
Property accounting, 1031 exchanges, cost segregation, and investor reporting.
Construction
Job costing, WIP reporting, contractor compliance, bonding-ready financials.
Healthcare Offices
Medical practice accounting, revenue cycle support, and multi-provider tracking.
Golf Courses
Membership dues, F&B revenue, pro-shop inventory, and multi-entity operations accounting for private and semi-private clubs.
Oil & Gas
JIB, revenue distribution, depletion, multi-state filings, and investor reporting.
M&A & PE Portfolio
Due diligence, financial models, integration accounting, and exit-readiness.
See something that fits? Let’s talk.
No commitment. No sales pitch. 15 minutes to find out if there’s a real fit.
Get In TouchWhat We Deliver
A full accounting practice. Without the big-firm overhead.
Tax Preparation & Filing
Business tax prep across all entity types — handled accurately, filed on time. Complex individual returns tied to a business engagement, yes. Standalone 1040s, no.
- Federal & multi-state filings, all entity types
- Year-round planning — not just January through April
- Industry deadlines tracked: construction, healthcare, real estate, e-commerce
Bookkeeping & Accounting
Clean books, timely closes, and financial statements you can actually rely on.
- Reconciled to the penny — not “close enough”
- Monthly P&L, Balance Sheet, and Cash Flow on a fixed cadence
- Industry-tailored chart of accounts (job costing, F&B, multi-entity)
Pre-Audit & Disclosures
Quarterly OTCID Disclosures, financial reporting, and management certifications year-round.
- OTCID Quarterly & Annual disclosures filed on time, every time
- Management certifications drafted, reviewed, ready to sign
- Audit-ready PBC packages — auditors get what they need on day one
Financial Modeling
Board-quality models for investors, lenders, and deal committees.
- 3-statement models with driver-based assumptions, not hardcoded numbers
- Investor-grade decks (financial sections) for capital raises
- Sensitivity & scenario analysis baked in — change one input, see the cascade
Technology & Automation
Accounting system setup, migration, and workflow automation.
- QuickBooks → Zoho or QBO Advanced setup, configured for your industry
- AP automation (Dext, Booke.ai, Bill.com) — invoices in, coded automatically
- Custom dashboards: weekly cash, KPI trends, board-ready visuals
Fractional CFO
Senior financial leadership without the full-time cost.
- Monthly leadership review with the owner or executive team
- 13-week rolling cash forecast, board reporting, lender covenant tracking
- Strategic decisions: pricing, capex, hire/no-hire, M&A, exit prep
Need something you don’t see? We probably do that too.
Tell us what you need. If we can’t do it, we’ll tell you that too.
Get In TouchWhy Clients Choose Fiscal Saints
The difference you’ll actually feel.
One Team. Full Accountability.
A dedicated Fiscal Saints team member personally leads every engagement. No hand-offs to junior staff. One point of contact who owns the quality and the outcome.
Big-Firm Capability. Small-Firm Cost.
A 600+ specialist network means deep expertise without big-firm overhead or billing rates. Right-sized to what you actually need.
US Data Sovereignty.
Global execution with local security. All work is executed within a US-based secure cloud environment — critical for OTC companies and regulated industries.
Radical Transparency.
Fixed-scope proposals, no surprise bills, clear communication throughout. You always know where your engagement stands.
AI-Accelerated — Technology + Accounting Under One Roof.
Most firms do IT or accounting. Fiscal Saints does both, and every engagement uses AI-assisted review and automation to catch errors, speed turnaround, and free the team for judgment calls. Uniquely positioned for modern businesses that need a partner who speaks both languages.
Track Record That Speaks.
150+ combined years of enterprise experience across Deloitte, FedEx, 3i Infotech, SPR Consultech, Chase, PNC, Wells Fargo, and Americas Christian Credit Union. The team behind Fiscal Saints has seen every scenario.
How It Works
Simple, direct, no hand-offs.
Tell Us About You
Share your name, what you need, and schedule a call. No commitment, no sales pitch.
We Scope & Propose
A clear engagement letter with fixed scope and fees. You know exactly what you’re getting before you sign.
Work Begins
A Fiscal Saints team member personally leads your engagement. One person owns the quality and outcome.
Our Team
Real people. Full accountability.
20+ years of broad financial expertise — commercial lending, regional management, investments, venture capital, business acquisitions, and oil & gas — with experience at Chase, PNC, Wells Fargo, and Americas Christian Credit Union. Rob has also served in pastoral ministry, taught as adjunct professor at Indiana Wesleyan University, and worked as a Pastoral Counselor — a calling he describes as his greatest passion. He and his wife Nada call Frisco, Texas home.
CPA (non-practicing) with 50+ years of financial and executive management across global organizations. Licensed and ordained minister, serving as bi-vocational executive pastor in McKinney, TX.
30+ years of enterprise technology and strategic consulting leadership — Deloitte, FedEx, 3i Infotech, and most recently CEO of SPR Consultech. Currently also serves as CTO of a healthcare startup, leading strategic business and technology architecture. Co-founded Fiscal Saints to bring AI-augmented workflow and big-firm rigor to a modern outsourced accounting practice — drawing on industry experience across financial services, logistics, and healthcare. He and his wife call Frisco, Texas home, where they’re raising two daughters.
Seasoned entrepreneur and tradesman with executive leadership experience across five companies in three states, spanning commercial construction, excavating, and facilities management. Having served as CEO and director throughout his career, Mel brings firsthand industry knowledge that sets him apart — he speaks the language, understands the demands of the field, and knows what it takes to run operations at every level. That hands-on background gives Mel a uniquely practical perspective on the financial side of the trades, with deep understanding of the specialized accounting needs of construction and facilities businesses.
Versatile consultant bridging technical infrastructure and financial clarity — aligning IT team management with business ROI, with specialized accounting expertise for the Medical Lab and Real Estate sectors. Raised in retail, Bashir managed a Timex watch shop in Hyderabad’s premier district and his family’s Raymonds showroom before moving into IT; that commercial instinct grounds every engagement. A trusted colleague of Srikanth’s from their college years together in Kiev, Ukraine.
Strategic Affiliations
Affiliated Counsel
Trusted, independent professionals we partner with on specialized matters — complementing the depth of Fiscal Saints with focused legal expertise.
Texas-licensed attorney based in Addison, TX with 15+ years of practice across tax planning, IRS audit defense, appeals, collection resolution, estate planning, and real estate. We refer Fiscal Saints clients to Leonid for matters requiring legal representation before the IRS.
Affiliated counsel are independent firms. Any legal engagement is between the client and the affiliated firm; Fiscal Saints does not direct or supervise legal work.
Let’s have a real conversation.
No commitment. We’ll tell you in 15 minutes whether Fiscal Saints is the right fit.
Get In TouchOur Story
The name, and the saint behind it.
Chapter I · The Word
Fiscus
Before there was a firm, there was a word.
Fiscus, in Latin, meant a woven basket — the basket that held the gold of the Roman treasury. Fiscālis: of, or belonging to, the state treasury. From that root come the words we still use today: fiscal, fisc, confiscate. Money that moves under the authority of the state. Money that touches every life but belongs to none of them.
We chose the name because it is honest about what we do.
We work inside the fiscus — the treasury, the tax code, the reporting machinery — on behalf of the people who have to live with its weight.
Chapter II · The Saint
Matthew
Matthew sat at the customs post at Capernaum, collecting taxes for Rome. He was a publican — one of the most despised men in his town, mentioned in the Gospels alongside sinners. He worked for the occupier, inside the fiscus, against his own people.
Then Jesus walked past and said, “Follow me.” Matthew stood up, walked away from the tax table, and became the first Evangelist.
Today he is the patron saint of accountants, bankers, bookkeepers, tax collectors, financial officers, money managers, and civil servants — the complete list of every profession this firm serves.
He is the patron of the people who work with money, and of the people who need someone in their corner when the system comes calling.
That is the standard we hold ourselves to.
We take this seriously. Our clients can tell.
Work With UsThe Mark
What the crest means.
The Halo
The elliptical halo above the figure identifies Matthew as a saint — the chosen one. It signals divine authority and moral standing. In financial terms: we operate above reproach.
The Wings
The winged man is Matthew’s ancient symbol — one of the four creatures of Revelation, assigned to the first Evangelist. Wings denote swiftness, protection, and elevation above earthly constraints.
The Ledger
Matthew holds not just his Gospel, but a ledger — two columns, like the pages of any book of accounts. The book he carries is both sacred text and financial record. Truth recorded. Numbers that matter.
The Shield
The heraldic crest surrounding the figure signals protection and authority. Your clients need a shield — someone standing between them and the machinery of the fiscal system. That is this firm.
Is Fiscal Saints Right for You?
If you answer yes to two or more, let’s talk.
We keep discovery simple. These are the questions that tell us — and you — whether there’s a real fit worth exploring.
Who handles your taxes right now — and are you actually happy with them?
Are your books up to date, or are you behind on bookkeeping?
Have you filed all your returns on time? Any IRS notices?
Are you paying more in taxes than you think you should?
Do you need financial statements for a bank, investor, or board?
Are you thinking about selling, acquiring, or restructuring the business?
Are you operating in multiple states and unsure about tax nexus?
Do you have a CPA who actually calls you back when you need them?
Frequently Asked Questions
