ABOUT US

Twenty20 Financial Group transforms financial management into a joyful, empowering experience, building strong relationships with money and clients

About twenty20 financial

Values

We treat clients with empathy and honesty, offering personalized, transparent services. We educate for empowerment, value diversity, and mix humor with humanity to make finance less daunting and more accessible.

Mission

To empower clients by transforming their financial management experience through personalized, transparent, and empathetic services, ensuring they achieve financial clarity and growth.

Vision

To revolutionize the perception of financial services, making financial management a joyful and empowering experience for all. To be a leading financial partner for businesses, especially those led by people of color.

erica whatley

Hi there, I’m Erica

erica whatley

I am the founder of Twenty20 Financial Group. My team of trusted financial advisors and I take financial confusion and turn it into financial clarity.

Our commitment to customer service drives us to provide timely and reliable financial services. As a result, we adhere to priority deadlines and submit accurate filings and reports.

We love crunching numbers (after all, that’s what we do), but my team and I love building relationships with our clients even more.

Meet our team

Twenty20 Financial Group offers diverse financial management services such as: CFO services, accounting, and tax planning services for various industries, including start-ups, nonprofits, and logistics.

erica whatley

Erica Whatley

Founder & CFO

Janet Swann

Janet Swann

Associate Financial Analyst

Rebecca Smith

Rebecca Smith

Client Success Manager

How we work

financial expert

THE FINANCIAL EXPERTS AT TWENTY20 FINANCIAL GROUP TAKE A CUSTOMER-CENTRIC APPROACH FROM PLANNING TO EXECUTION TO FOLLOW-UP.

We get to know our clients and get a clear picture of their short and long-term goals.

And then, use the details to create a customized and strategic financial roadmap.

Our proprietary interview process helps to ensure clients get clarity about their finances. And realize their financial goals.

We specialize in CFO services, accounting, bookkeeping, and tax planning.

financial expert

Our Services

Twenty20 Financial Group offers CFO services, accounting, and tax planning services for various industries, including start-ups, nonprofits, and logistics.

CFO Services

Outsourcing CFO services is the perfect solution for businesses to gain CFO-level financial management services without the c-level expense.

A fractional CFO helps businesses navigate growing pains, special projects, or preparing an exit strategy.

We offer:

  • BUDGET CREATION
  • CASH FLOW MANAGEMENT
  • SENIOR-LEVEL FINANCIAL DECISION-MAKING
  • TAX STRATEGY

Bookkeeping Services

The advances in accounting software are incredible (shout out to QuickBooks), but software can’t offer you the personal touch of a financial services professional who knows YOU.

Your accountant can analyze the data and offer expert advice tailored to your specific business needs.

We are experts in all areas of taxation:

  • Experienced Professionals
  • Tailored Solutions
  • Comprehensive Service Offering
  • Cost-Effective Outsourcing

Tax Planning & Preparation

Tax planning can be a major source of dread and anxiety for many business owners.

But developing a tax plan is an opportunity to prepare for the future, protect your assets, and save money.

We are experts in all areas of taxation:

  • corporate taxes
  • Individual Taxes
  • Partnership taxes
  • federal, local & state taxes

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