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Experienced Financial Guidance, Personalized for You
Managing finances shouldn’t feel overwhelming. At Metas Financial, we believe small businesses, nonprofits, and individuals deserve clear insight and reliable support - without the high costs often tied to professional financial services. We combine expertise, transparency, and care to give every client confidence in their financial decisions.
Our Approach
At Metas Financial, we take what should be the standard - but too often isn’t - approach to finance: we listen first.
By understanding your goals, priorities, and challenges, we’re able to craft solutions that truly work for you.
You’ll also appreciate our transparency. We don’t hide behind jargon or surprise you with unexpected costs. Instead, we focus on providing reliable, flexible services at a fair price - because that’s exactly how it should be..
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Robert Te Winkel, {{CPA}}
Originally from Caracas, Venezuela, Robert brings more than 20 years of experience in accounting and financial leadership to Metas Financial. He has served as CFO for multiple large nonprofit organizations, guiding them through strategic growth and financial transformation.
Robert specializes in financial strategy, long-term planning, and tax compliance. He’s passionate about making high-level financial insight accessible - helping small businesses and nonprofits apply the same strategic tools used by major organizations to plan for the future with confidence.
Carrie Moore, {{MPA}}
Carrie holds a Master’s degree in Public Administration with a concentration in Nonprofit Management. Throughout her career, she has partnered with a wide range of organizations - including international nonprofits, universities, and small businesses - helping them strengthen financial operations and streamline administrative systems.
Committed to a client-focused approach, Carrie builds lasting relationships rooted in trust and collaboration. She is deeply invested in each client’s success, whether guiding a nonprofit toward greater compliance and efficiency or helping a growing business create stronger financial foundations.
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Why We Started Metas Financial
Metas Financial was created to fill a gap we saw every day - the need for accessible, high-quality financial support for small businesses and nonprofits. Many organizations can’t justify the cost of full-time financial staff, yet the need for clear, reliable financial management is just as critical.
We built Metas to bridge that gap. Our goal is to deliver the same level of strategic insight and care you’d expect from an in-house finance team - at a scale and cost that fits your organization. With Metas, you get dedicated partners who treat your mission and success as our own.
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Let’s Work Together
We know your financial statements tell a story - one about your organization’s goals, challenges, and growth. Our job is to make sure you have the clarity and insight you need to make smart, confident decisions. Connect with us to see how Metas can bring structure, strategy, and peace of mind to your financial operations.
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