EXCLUSIVELY FOR CLIENTS OF

Genwise

About Us

Bridging the gap between strategy and execution.

At Finovo, our roots in Financial Services have uniquely positioned us to understand the critical importance of a robust digital presence in today’s competitive landscape. With a deep appreciation for the challenges and opportunities faced by CPAs and financial professionals, we have crafted a comprehensive CPA Digital Presence package designed to amplify your visibility and engagement across key digital platforms.

Matt Haghighi, Founder

Service Offering

Accountant Digital Presence Package

This tailored package offers expert social media management to strategically position your brand in the digital marketplace, ensuring consistent and professional representation. Additionally, it includes a monthly email newsletter, curated to keep your clients informed and engaged with timely, relevant content that reinforces your expertise and value. Elevate your digital strategy and connect more effectively with current and prospective clients, driving growth and enhancing your firm’s digital reputation.

Includes:

Email Newsletter

Design and distribution through the client’s email service provider.

Monthly distribution

Social Media Management

Curating, designing, and publishing social media content.

One social media post per week, across 3 social media channels
Monthly Fee
$1,200/mo

Optional Add-Ons:

WordPress Website Development

Designing and developing a custom website to reflect your brand’s value proposition.

Starting at:
$600/mo

Website Hosting and Maintenance

Hosting your WordPress website and covering all maintenance items including security, updates, and more.

$180/mo
Our Approach

Simplifying the process.

1

Audit

We’ll learn about your goals and concerns before conducting thorough research and analysis to create an ROI-focused strategy. 

2

Advise

You will be presented with a thoughtful, transparent, and highly detailed plan of action—complete with a timeline, deliverables, and costs.

3

Assemble

Should you choose to work with our team to implement, our team will thoughtfully and strategically to build the elements needed for successful implementation. 

Our Perspective

Industry Insights

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Matt Haghighi, Founder

With a background in technology, marketing, and finance, Matt aims to help firms grow through strategic input and dynamic solutions.

After graduating from UC Irvine, Matt founded Amity Capital, an RIA that blends Betterment’s advanced investment platform with personalized advice, assisting younger clients in investing without traditional minimums. He then led Digital Strategy at Betterment Institutional and spearheaded marketing and technology initiatives at AdvicePeriod.

Recognizing the limitations of the cookie-cutter marketing agency model, Matt knew he could offer a better approach to digital marketing and launched Finovo in 2017.

Throughout his ventures, Matt’s vision has been unwavering: to shape the growth paths of firms through innovative strategies and actionable solutions.