Simplified 

 Financial Solutions


Using simple financial planning tools to improve your business. Helping you acheive the financial success you deserve.

Find Out More

About Me 


My name is Antonio Sorano. I have a Bachelors of Science in Finance from the College of Business Administration at California State University, San Marcos. I am currently pursuing a specialization certificate in Accounting and Tax Preparation from the University of California San Diego. 

My personal financial ventures have varied overtime but began in the following sectors: 

The stock market at age 18, (2018) 
California Real Estate at age 20 (2020) 
Cryptocurrencies at age 21 (2021).  

Realized and Unrealized returns within the following sectors are shown below: 

Stock Market → 300% (2020) = 1 year 
Real Estate → 24% (2020-2021) > 1 year 
Cryptocurrencies → 175% (2021) < 1 year  

My investments have accumulated to a six-figure amount by the age of 22 (November 2021).

Services


Excel & VBA Assistance

Create custom spreadsheets for businesses and automate tasks  to save time.  

Bank Reconciliation

Categorizing your expenses.

See where your business can be improved.    

Financial Forecasting

Help predict future sales for your business.  

Budgeting & Bookeeping

Keep track of your business expenses. 

Credentials

I have three+ years of experience using excel and taking courses in excel, one full year of using VBA, one year working as an Accounting Assistant for a CPA firm in Oceanside CA and have studied finance for all four years in college.

How can I be of assistance?


Message me with what you need done, and I will get back to you within 24 hours.

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