Greystone & Co.

Sundance Financial is a San Diego-based financial institution that offers a wide range of banking services and solutions. With a strong focus on customer experience and sustainability, the company aims to empower individuals and businesses to achieve their financial goals while contributing to a better future. Through their comprehensive management structure and commitment to compliance, Sundance Financial ensures transparency and accountability in their operations. They prioritize environmental and social responsibility, actively engaging in partnerships and collective actions to address climate change and promote sustainable development. With a global presence and a diverse range of offerings, Sundance Financial is dedicated to providing innovative and responsible financial solutions to their customers.Generated from the website

Zamora CFO, based in San Diego, CA, specializes in providing outsourced CFO and controller services to businesses that require financial oversight on a part-time basis. Established in 2002, the firm has expanded its offerings to include a comprehensive suite of services such as bookkeeping, payroll, financial reporting, and advisory services, all tailored to meet the unique needs of each client. With a focus on efficiency and trustworthiness, Zamora CFO utilizes modern technology, including Zoom, Teams, and QuickBooks Online, to deliver its services virtually. The firm prides itself on its flexibility and independent perspective, ensuring that clients receive the right support for their financial and operational needs. Generated from the website