About The Firm
Doxo Promo LLC is an essential financial pillar for high-growth enterprises, combining CPA rigor with modern executive advisory.
Shaping Your Financial Possibilities With Utmost Precision
Doxo Promo LLC acts as an essential pillar for businesses navigating complicated financial ecosystems. We combine decades of CPA expertise with modern advisory strategies to streamline loan approvals, enhance daily bookkeeping, and minimize tax burdens.
We are a firm rooted in trust. Whether you are an emerging startup seeking commercial funding or an established enterprise requiring airtight accounting, we engineer success through transparency and rigorous analysis.
AICPA Fiduciary Standard
100% CPA-supervised client portfolios
Our Core Values
The four non-negotiable operational standards that define every client engagement.
Integrity & Fiduciary Standard
Ethical boundaries with zero conflict of interest.
We treat our clients' capital and proprietary financial data with the highest ethical boundaries and privacy standards in the industry. As AICPA-governed advisors, we operate with uncompromised fiduciary commitment.
Surgical GAAP Precision
Zero approximations. Double-entry perfection.
Accounting leaves no room for approximations. Our proprietary reconciliation engines and CPA review protocols ensure every cent is accounted for, documented, and fully audit-defensible.
Long-Term Strategic Partnership
Active, year-round advisors invested in your scale.
We don't just file taxes once a year; we serve as proactive, year-round partners dedicated to the upward trajectory, debt capitalization, and valuation maximization of your firm.
Institutional Vault Security
SOC-2 Type II bank-grade encryption.
Your balance sheets, tax filings, and banking credentials are guarded behind 256-bit AES encryption, multi-factor hardware authentication, and strict confidentiality protocols.
Meet Our Senior Advisory Team
Direct access to CPAs, CFAs, and commercial underwriters with deep institutional pedigree.
Jonathan Vance, CPA
Managing Partner & Head of Tax Strategy
CPA, MS in Taxation, Former Big 4 Senior Manager
Over 18 years advising mid-market corporations and high-growth ventures on multi-jurisdictional tax optimization, R&D credits, and entity restructuring.
Sarah Lin, CFA
Director of Fractional CFO Advisory
CFA, MBA Stanford, Ex-VP Finance at Tech Unicorn
Specializes in 13-week cash runway modeling, capital allocation, board reporting, and Series A through C venture fundraising diligence.
Michael Sterling
Director of Capital & Debt Structuring
Former Commercial Underwriter, SBA Specialist
Has facilitated over $85M in commercial credit lines, SBA 7(a)/504 packages, and non-dilutive term debt for manufacturing and distribution enterprises.
Firm Milestones & Evolution
Building an enduring legacy of fiduciary trust, loan facilitation, and tax defense.
Firm Founded in Texas
Established with a mission to bring institutional-grade CPA expertise to high-growth businesses without the friction of legacy firms.
Virtual CFO Practice Launch
Expanded capabilities into predictive cash flow modeling, scenario planning, and investor diligence support for venture-backed founders.
$250M Capital Milestone
Surpassed $250M in client capital advised and non-dilutive SBA/commercial debt facilities structured.
Automated Ledger & Multi-Entity Scale
Deployed automated general ledger pipelines and expanded multi-state tax compliance across all 50 US jurisdictions.
Partner with Seasoned Financial Leaders
Schedule a confidential 30-minute strategic briefing with our Managing Partner to audit your books, tax posture, and capital strategy.