Business Details
22 Years
experience
Your Trusted Partner for Accounting Solutions
MOD Ventures was founded in 2004 by Gabrielle Luoma with a vision to transform how businesses approach financial management. Our team brings over 100 years of combined experience in accounting, tax preparation, and financial consulting, serving clients from small businesses to seven-figure agencies. We specialize in outsourced CFO and controller services, offering personalized solutions that streamline financial operations while maximizing profitability. Our cloud-based platform allows clients to access real-time financial data from anywhere in the country. With a focus on relationship-building and industry-specific expertise, we serve businesses in healthcare, construction, and small business sectors across 11 states.Our commitment to excellence has earned us the 2024 Excellence in Outsourcing Award, and our team of CPAs and financial experts continues to grow alongside our clients' success. We maintain a 24-hour response policy for client communications and offer virtual tax preparation services through a secure online portal. Our proprietary onboarding process matches each client with the ideal financial expert to address their unique needs. Through strategic partnerships like our Avalara sales tax integration, we provide comprehensive compliance solutions that minimize risk while maximizing returns. Our client testimonials consistently highlight our accuracy, personalized approach, and role as trusted financial partners.
Services
Virtual CFO Services
Client Advisory Services
Tax Preparation
Accounts Payable
Accounts Receivable
Accounting System Setups
Sales Tax Compliance
Details
- Year established: 2004
Highlights and features
- We combine over 100 years of combined experience in financial consulting
- We offer virtual services with 24-hour client communication response policy
- We provide personalized financial solutions for businesses across 11 states
- We maintain CPA-certified expertise with industry-specific knowledge
- We use secure cloud-based accounting technology for real-time access
Associations and certifications
- 2024 Excellence in Outsourcing Award
What people say
Prompt and accurate reports
Integral part of my business
Saved money on taxes
Streamlined accounting processes
Highly recommend their services
Services
Virtual CFO Services
Our Virtual CFO Services provide strategic financial leadership without the cost of an in-house executive. We analyze your business's financial health, forecast future performance, and develop growth strategies tailored to your specific needs. Our cloud-based platform offers real-time financial insights and 24/7 access to critical data, helping business owners make informed decisions while focusing on core operations.
Client Advisory Services
Our Client Advisory Services offer customized financial guidance for business growth and optimization. We help clients navigate complex financial decisions, from business acquisition strategies to operational efficiency improvements. Our team provides industry-specific expertise in healthcare, construction, and small business sectors, delivering actionable insights that transform financial performance and position businesses for long-term success.
Tax Preparation
Our comprehensive Tax Preparation services ensure accurate and timely filing of business tax returns with complete compliance. We minimize tax liabilities while maximizing refunds through strategic planning. Our virtual tax portal provides secure document sharing and audit preparation support. We offer specialized sales tax compliance through our Avalara partnership, including nexus assessments and risk analysis to ensure complete tax compliance.
Accounts Payable
Our Accounts Payable services streamline your financial obligations management with automated payment tracking and scheduling. We ensure timely payment of vendor invoices while maintaining accurate financial records. Our system provides real-time visibility into cash flow and liabilities, helping businesses maintain strong vendor relationships while optimizing working capital through efficient payment cycle management.
Accounting System Setups
We design and implement customized Accounting System Setups tailored to each business's unique requirements. Our experts configure accounting software for optimal performance, establish proper chart of accounts, and integrate financial processes. We ensure seamless data migration and provide training to maximize system utilization, creating a solid financial foundation that supports business growth and scalability.
People
Gabrielle Luoma
Founder + CEO
Gabrielle founded MOD Ventures in 2004 with a vision to transform accounting services. As a CPA and CGMA, she brings over 20 years of experience and has authored two books on financial management. She specializes in empowering business owners to take control of their finances while maintaining work-life balance.
Phaedra Sherman
Accounting Manager
Phaedra oversees day-to-day accounting operations with extensive experience in financial reporting and compliance. She ensures accurate and timely delivery of accounting services to clients across multiple industries while maintaining the highest standards of professional accounting practices.
Sam Patel
Director of Accounting
Sam leads our accounting team with expertise in financial strategy and process optimization. He brings years of experience in managing complex accounting operations and developing solutions that improve financial efficiency for businesses of all sizes.
Adam Campillo
Virtual CFO
Adam provides strategic financial guidance as part of our Virtual CFO team. He specializes in financial analysis, forecasting, and growth strategy development, helping businesses make data-driven decisions to maximize profitability and long-term success.
Korie Telfare
Business Manager
Korie manages client relationships and coordinates service delivery across our financial service lines. With extensive experience in business operations, she ensures seamless implementation of financial solutions and maintains high standards of client satisfaction.
Questions
What accounting services does MOD Ventures offer?
We provide virtual CFO services, tax preparation, accounts payable/receivable management, accounting system setups, financial advisory services, and sales tax compliance solutions for businesses of all sizes.
How does MOD Ventures handle tax preparation?
Our tax services include business tax return preparation, audit support, and sales tax compliance through our Avalara partnership. We use a secure online portal for document sharing and maintain a 24-hour response policy for client communications.
Can MOD Ventures help with financial strategy?
Yes, our Virtual CFO services provide strategic financial analysis, forecasting, and growth planning tailored to your business needs. We help with budget creation, cash flow management, and identifying growth opportunities.
What industries does MOD Ventures serve?
We work with healthcare providers, construction companies, and small businesses across multiple states. Our team has industry-specific expertise to address unique financial challenges in these sectors.
How does MOD Ventures deliver its services?
We use cloud-based accounting software for all services, allowing secure 24/7 access to financial data. Our virtual platform supports document sharing, real-time collaboration, and remote financial management from anywhere in the country.
What makes MOD Ventures different from other accounting firms?
We combine 100+ years of experience with personalized service, offering a 24-hour response policy and industry-specific expertise. Our cloud-based solutions and strategic partnerships provide comprehensive financial services tailored to each client's unique needs.
