At Finance in a Box, we are on a mission to transform the financial landscape by simplifying complex financial matters and providing expert guidance to businesses. Our company was founded on the belief that finance should be accessible, transparent, and empowering, and we’ve been dedicated to this vision since our inception.
Our mission is to foster our clients’ success through scaling their G&A operations by providing high-value, high-integrity services, and solutions. We achieve this by impacting People, Process, and Platforms.
Our vision is that Finance in a Box will be the one-stop solution for all things G&A.
Our team
-
Amit Mulchandani
CEOAmit Mulchandani has over 15 years public and private accounting experience and brings a wealth...
view profile -
Jim Gellas
PresidentJim began his career as a CPA and, at one point, took a career detour of several years as a Human...
view profile -
Berena Reynoso
Head of PartnershipsBerena Reynoso began her career working for technology companies in the Finance department. This...
view profile -
Neil Laird
COONeil Laird is a former public and private company CFO and Board member, with over 30 years working...
view profile
Our Values
We have four core values at Finance in a Box
Prepare for the
unexpected
Partnership and Communication
We will always seek to be reliable business partners and have clear, open, and candid communication, both with colleagues and clients.
Technology Driven
We will regularly seek to leverage technology solutions that reduce our work effort, increase the reliability and quality of our work or improve our customer experience
Value and Solution Oriented
We are proactive and seek to solve problems before they arise, or as soon as they have happened. We act with the best interests of our colleagues and clients in mind, and think like owners of our firm
Act with integrity
Integrity serves as the bedrock of our organization. It is our most important value and one that we reflect in all areas of our FIB lives.
Technology Driven
We will regularly seek to leverage technology solutions that reduce our work effort, increase the reliability and quality of our work or improve our customer experience