Your Trusted Partner in Financial Excellence

Empowering Businesses and Non-Profits with Financial Expertise
Your Partner in Financial Confidence

At Scout Financial, we believe every business—large or small—deserves expert financial guidance that drives growth, minimizes risk, and ensures long-term success. Founded on the principles of integrity and service, our team of seasoned professionals provides tailored solutions in CFO services, accounting, tax services, real estate investments, and medical & dental sector accounting.

 

Our mission is simple: to help you manage your financial complexities so you can focus on what matters most—growing your business, innovating, and achieving your goals. With a personalized approach, we go beyond just managing numbers—we become trusted advisors, committed to your financial health and success.

From anywhere and everywhere.
Who We Are

Scout Financial was built with a single vision: to create a financial services firm that offers comprehensive support across various sectors. Our team brings years of industry experience, deep expertise, and a genuine passion for helping our clients thrive. We pride ourselves on delivering not only high-quality services but also strategic insights that make a real difference.

 

We understand that every business and nonprofit has unique challenges. Whether you’re an innovative tech startup, a growing mid-sized company, or a nonprofit focused on community impact, we have the skills and knowledge to tailor solutions to your specific needs.

Our Values.
Advocacy - Values

Relentless Advocacy

We champion our clients' best interests with unwavering dedication and expertise.

Integrity - Values

Integrity Always

We uphold transparency, ethics, and truth in all interactions, without compromise.

Honesty - Values

Unwavering Honesty

Transparency and truth are the foundation of our success in every endeavor.

Talent - Values

Passionate Talent

We attract, develop, and retain top-tier professionals who bring energy and expertise to everything they do.

Client - Values

Client-Centered Excellence

Every decision is driven by our commitment to exceeding expectations and delivering exceptional results.

Success - Values

Collaborative Success

We win together as a team, celebrating every victory through collaboration and shared goals.

From anywhere and everywhere.
Our Approach

At Scout Financial, we’re not just service providers—we’re partners in your journey. Our team takes the time to understand your business goals, financial structure, and industry landscape. With this in-depth knowledge, we tailor our services to address your specific needs, creating a roadmap for your financial success.

 

Whether you’re seeking more efficient tax strategies, a trusted CFO to navigate complex financial decisions, or accurate nonprofit accounting services to ensure compliance, we have the expertise and the dedication to help you succeed. We build relationships that last because we are committed to your financial well-being at every stage of your business lifecycle.

Why Choose Scout Financial?

Expertise Across Industries

Our diverse team brings specialized knowledge in accounting, tax services, CFO guidance, R&D tax credits, and nonprofit accounting.

Customized Solutions

We believe in the power of tailored strategies. Every service we provide is built around your unique needs and goals.

Long-Term Relationships

We're not just here for the short term. Our goal is to build a lasting partnership that grows with you.

Proven Results

We’ve helped hundreds of businesses and nonprofits save money, streamline operations, and stay compliant with industry standards.

Our Promise to You:

We promise to be more than just your financial service provider—we will be your dedicated partner, guiding you toward smarter decisions, greater savings, and sustainable growth. At Scout Financial, your success is our success, and we are here to support you every step of the way.

Meet the Team
Gil Pocker

Gil Pocker

Principal & Co-Founder
edward (1)

Edward Oueilhe

Co-Founder
Donna Gaddis

Donna Gaddis

Partner
Jo Vasquez

Jo Vasquez

CPA
Kevin Martinez

Kevin Martinez

VP of Commercial Financing
What We Do.
CFO Services

Strategic financial leadership tailored to your business goals. Whether you’re scaling, optimizing, or navigating challenges, we provide the insights and expertise to drive your success.

 

Let us guide your financial future.

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Accounting

Comprehensive accounting solutions to keep your finances organized, accurate, and stress-free. From bookkeeping to financial reporting, we handle the details so you can focus on growing your business.

 

Simplify your numbers today.

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Tax Services 

Expert tax planning and preparation to maximize savings and ensure compliance. We understand how complex tax regulations can be—let us take the burden off your shoulders so you can focus on what matters most.

 

Stress less, save more.

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Real Estate Investment

Financial strategies designed to optimize your real estate investments. Whether you’re a seasoned investor or just starting out, we help you navigate cash flow, tax benefits, and growth opportunities.

 

Build your portfolio with confidence.

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NonProfit Accounting

Specialized accounting services to support your mission and ensure financial transparency. We understand the unique challenges nonprofits face and provide tailored solutions to help you focus on making an impact.

Empower your cause.

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Dental & Medical

Custom financial solutions for healthcare practices to streamline operations, manage cash flow, and boost profitability.

 

We know your time is best spent caring for patients—let us handle the financial complexities. Focus on care, we’ll handle the rest.

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Contact Us Today to Learn More About How We Can Help Your Business Thrive.
Contact Us CFO page
Our Clients.