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Welcome to Metas Financial
Managing your finances shouldn’t feel overwhelming. At Metas Financial, we give you the clarity and support to stay on top of accounting, taxes, and long-term planning - so you always know where you stand and can focus on what matters most: growing your mission or your business.
Connect with us today to learn more
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Who We Serve
At Metas, we provide reliable financial support for organizations and individuals working to make an impact. Whether you’re growing a nonprofit, running a business, or managing your own finances, we’ll help you stay organized, compliant, and confident in your numbers.
Nonprofit Organizations
From small community efforts to established nonprofits, we help you stay compliant, transparent, and financially sound - so you can focus on your mission with confidence.
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Small and Mid-Sized Businesses
As a business owner, you wear many hats. We handle your bookkeeping, accounting, and reporting, freeing you to lead, grow, and focus on the big picture.
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Startups
Every strong business starts with a solid financial foundation. We’ll help you set up the right systems to grow and scale with confidence.
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Individuals
From tax prep to complex filings, we make it easy to stay compliant and maximize your refund - so you can focus on what matters most.
What We Offer
No part of your financial picture should be overlooked. At Metas Financial, we offer flexible services - from bookkeeping to CFO support - so you can choose the level of guidance that it ideal for your needs.
Bookkeeping
Accurate, organized financial records are the foundation of every business. Your books will always be up-to-date and correct, so you can see income and expenses clearly with just a glance.
Accounting
Detailed accounting reports are essential if you hope to make wise decisions while running your organization. Everything from reconciliations to financial statements will offer an accurate picture of where you stand.
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Fractional CFO Support
Hiring a full-time CFO is not practical for every business. With our fractional services, you can enjoy the many benefits of having someone in this role without the full-time cost.
Financial Modeling
Need to see what’s next? We build forward-looking models to help you analyze “what-if” scenarios and plan confidently for the future.
Tax Services
Nothing brings up stress levels quite like tax season. Take the sweat out of this time of year by using Metas Financial to make sure your returns are on time and accurate.
Business Entity Formation
Just getting started on an exciting new venture? We’d love to be part of the journey. We’ll guide you through the process of forming any type of entity, including popular options like LLCs and S-Corps.
Why Work With Metas?
We know you have options when it comes to accounting and financial partners. What sets Metas Financial apart is our balance of flexibility, experience, and efficiency. Here’s what makes clients choose - and stay with - us:
01.
Flexible Pricing
We offer pricing that adapts to your needs. Whether you prefer a flat-fee or hourly arrangement, we’ll build a structure that aligns with your goals and budget.
02.
Direct Access to Experts
When you work with Metas, you connect directly with experienced finance professionals - not entry-level staff. Our team brings the insight and strategic perspective needed to help your organization make confident financial decisions.
03.
Remote-First
Our virtual model keeps costs low and communication simple. Through our secure, easy-to-use online client portal, you can share documents, sign forms, and stay connected with our team - no matter where you’re located.
Our Professional Team
The team at Metas Financial is led by experienced finance professionals who combine deep technical expertise with a personal, client-first approach. Together, our leadership and support team ensure every client receives the clarity, accuracy, and attention they deserve.
Robert te Winkel
CPA
With more than 20 years of experience in accounting and financial leadership, Robert has served as CFO for multiple nonprofits and mission-driven organizations. He brings his strategic insight and steady financial guidance to every client relationship, helping businesses and nonprofits thrive.
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Carrie Moore
MPA
Carrie’s background in nonprofit management and public administration shapes her client-centered approach to every project. She focuses on improving efficiency, strengthening systems, and helping organizations reach their goals - one step at a time.
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