CFO solutions for people and small businesses

  • Accounting

    Be proactive, NOT reactive.

  • Curated Solutions

    Say goodbye to decision paralysis.

  • Tax Planning

    Two words. No surprises.

  • In-Depth Reporting

    Stay on track.

  • Insurance

    We've got you covered

  • Year-Round Flexibility

    Life doesn't stop; neither do we!

What our clients are saying about us...

Valeria Pasquel

Nathali has been my accountant for a few years now and it has been a great experience working with her. She is very professional and very helpful. I’ve referred her to a couple of people that I know and they’ve all had great things to say about her as well.

Jonathan Velasquez | JV Design

Great and personalized service for my business needs, always available, friendly and knowledgeable. Best accounting services I have ever had, from personal to business acounts. I would recommend them 100%!!

Dora Ramos | Shiny Rocks A Daycare

It’s always a pleasure to work with Zurita. Nathali is extraordinary and always very helpful. We are more than happy to work with her and her staff.

Jose Ismael Moreno A

I am really grateful that Zurita Financial is taking care of my financial needs, specially I want to thank Nathalie Ocampo who helped me out to do my income tax and insurance audit with attention, kindness and full knowledge to get it done with the best results.

Al Iglesias | Ash Meadows Landscaping and Masonry LLC

Nathali and Kim have been taking care of my business and business insurance for a long time. They're all you can expect and more !! Quick response ,excellent personalized service.
I would give them ten stars if possible.
Thank you guys !!

Kenneth Baldi | KB Home Improvement LLC

Zurita Financial has been handling my accounting, payroll, and insurance since I started my business. They are reliable, knowledgeable and always available.

Dave Garcia | DGM Contracting Group LLC

Awesome experience, Nathaly it’s a great at managing my business accounting needs. Highly recommended

Jorge Figueroa

Excellent company and excellent service. I recommend them.

Molly Sargent | ProImpress

Nathali is consistently out in front of issues and opportunities. She has the best qualities a business owner needs (and depends upon) when it comes to a partner for managing finances: reliability, integrity, accuracy... and a great sense of propriety AND humor in the tough patches. Hire her!

Jeff Hudson

Nathali and her team have done exceptional work.I would not be able to do all the things I do with out their help.

Ready to take the next step

Schedule a financial strategy session with a ZFG sidekick to discuss how we can work together.

ZFG Sidekick Blog

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July 15th

Nathali Ocampo, Partner

“Financial well being starts with education. There's a lot of information out there, but there's also a lot of misinformation. We're here to help make sense of everything, whether it's for you or your business. We walk alongside you, as your financial sidekick."

Client Portal

Welcome to your Secure Client Portal

Here you can upload and download sensitive files securely.

Tax Portal

Your secure way of managing your taxes!

Estimate your refund • Upload tax documents • View your tax filing