Tag: CPA

2804, 2026

GoalTegic grows to have 7 full-time members in 3 years, as outsourced accounting & financial advisory firm for fast-growing AI, e-commerce technology companies.

GoalTegic Update: Growth in AI Startup Clients, Expanded Team, Proprietary Accounting AI Agents

By Carmen Diep | Apr 28th, 2026 | Accounting, Controller, FP&A, M&A, | 0 Comments

Tagged accounting, AI startups, CFO, Controller, CPA, custom AI agents, fast growing, Financial Planning & Analysis, financial strategies, FP&A, GoalTegic Team, tech companies

We are growing fast in tech customer base, full-time employees, and custom-built AI tools. ...

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1408, 2024

Per Carmen Diep, CPA, controller at GoalTegic, the adoption of AI in accounting should enhance human effort, not replace it.

AI in Accounting – Augmenting Humans, Not Replacing Them

By Carmen Diep | Aug 14th, 2024 | Accounting, Controller, FP&A, | 86 Comments

Tagged accounting, AI, Carmen Diep, CFO, Controller, CPA, data, Financial Planning & Analysis, FP&A, GoalTegic

The adoption of AI in accounting is growing slowly but has the potential to transform the ...

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0811, 2023

M&A accountant Carmen Diep, GoalTegic,Inc. on financial due diligence, working capital projection, system transition, & data reconciliation pre & post merger.

Accounting and Financial Consulting Pre, During, and Post M&A

By Carmen Diep | Nov 8th, 2023 | Accounting, M&A, | 52 Comments

Tagged accounting, Carmen Diep, CPA, due diligence, Financial Planning & Analysis, financial projection, GoalTegic, PMI, post merger integration, pre merger

M&A accounting is key to financial projection, due diligence, balance sheets and transitio...

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1209, 2023

Budget forecasting is one of the specialties by GoalTegic, Inc. with 20 years experience in accounting & finance for VC backed startups and growth companies.

Budget Forecasting for VC Backed Startups and Growth Companies

By Carmen Diep | Sep 12th, 2023 | Accounting, Controller, | 46 Comments

Tagged accounting, budget, Budget Forecasting, budgeting, C-suite advisor, Carmen Diep, CFO, Controller, CPA, financial forecast, financial strategies, GoalTegic, Startups

Reliable and professional budget forecasting by GoalTegic helps C-suites allocate money effect...

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2104, 2023

GoalTegic's accounting services is its 3rd strategic financial goal setting services in addition to FP&A & Controller, for VC backed startups, growth companies

Accounting Services of GoalTegic, Inc.

By Carmen Diep | Apr 21st, 2023 | Accounting, | 83 Comments

Tagged accounting, C-suite advisor, Carmen Diep, CFO, CPA, GoalTegic

Accounting services are the third pillar of GoalTegic’s three pillars of financial consu...

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0602, 2023

FP&A analyst at GoalTegic, Inc. with 20 years experience in accounting, software helps CFOs & tech startups with every aspect of Financial planning & analysis.

What is Financial Planning and Analysis (FP&A)?

By Carmen Diep | Feb 6th, 2023 | FP&A, | 57 Comments

Tagged accounting, C-suite advisor, Carmen Diep, CFO, Controller, CPA, Financial Planning & Analysis, FP&A, GoalTegic, Startups

FP&A Helps CFOs, CEOs, and Boards of Directors with Decision-making Financial planning ...

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