Lei Testa

Lei Testa

It's your business. Your profit should come first. Let us show you the way.
Fort Worth, Texas, United States

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Work Experience

Testa CPA LLC

Owner

2024-01-01 - Present

Profit First Professionals

Certified Profit First Professional

2021-03-01 - Present

Averett Financial, LLC

Partner

2020-12-01 - 2024-01-01

CliftonLarsonAllen LLP

Principal

2018-05-01 - 2020-12-01

McKesson

Regional Senior Vice President

2013-07-01 - 2016-09-01

Texas Oncology

Executive Director

2011-04-01 - 2013-07-01

US Oncology

Regional Finance Director

2009-03-01 - 2011-04-01

Skills

financial planning consulting business planning payroll cfo services bank financing cash flow tax planning partnership agreement review business transfers fractional cfo financial preparations reviews & compilations accounting bookkeeping transition services profit first quickbooks platinum pro advisor cpa cgma

Languages

No Languages Available