Monument – Building Fully Integrated Financial Solutions

Corporate Overview

Overview

Monument Financial Solutions is a holding company driven by acquisitions bringing together top-tier accounting, tax and financial service providers into a scalable, integrated platform aimed at serving small to mid-sized privately owned businesses.

Our focus is on acquiring firms specializing in:

Accounting & Tax Planning
Virtual CFO Bookkeeping
M&A Advisory
Transaction Support & Financial Due Diligence
Capital Raising & Strategic Advisory
Financial Technology (Fin – Tech)

Our goal is to deliver a comprehensive range of financial services to SMB clients while generating attractive returns for investors through operational efficiencies, cross-selling opportunities, and scalable growth.

CONSULTING NOW

What We Do

Services We Provide

Covered in these areas

Tax Preparation & Compliance

Ensure full compliance across federal, state, and local jurisdictions. Our team handles everything from return preparation to filing, ensuring accuracy and timeliness.

Services include:

Federal, State, and Local Tax Compliance
Business and Individual Returns
Audit Support and Representation

Bookkeeping & Accounting

Keep your financial records accurate, organized, and audit-ready. We handle your month-end closing, reconciliations, and financial maintenance so you can focus on growth.

Our expertise covers:

Monthly Bookkeeping
Bank and Account Reconciliations
Financial Statement Preparation

Fractional CFO Services

Access high-level financial leadership without the full-time cost. Our CFO services provide strategic insight and help drive profitability and financial health.

Key offerings:

Financial Strategy & Planning
Budgeting and Forecasting
Cash Flow Optimization

Fractional Controller Services

Strengthen your internal controls and ensure accurate reporting with an experienced fractional controller.

Focus areas:

Oversight of Financial Reporting
Implementation of Accounting Policies
Internal Controls & Compliance

Technology & Automation Solutions

Leverage the power of automation to streamline financial operations and improve efficiency. We help integrate modern technologies that enhance accuracy and reduce manual tasks.

Solutions include:

Accounting Automation Tools
Workflow Optimization
System Implementation & Training

Global Bill Payment Services

Simplify international and domestic payments with our secure and compliant payment solutions. We ensure accuracy, timeliness, and full visibility into your payables process.

Technology Integration (Pre & Post Due Diligence)

Ensure smooth system transitions during mergers, acquisitions, or restructuring.

We specialize in:

Financial System Evaluation
Data Migration & Integration
Post-Merger Optimization

Tax Planning

Go beyond compliance — plan strategically to minimize taxes and maximize savings. We focus on proactive strategies tailored to your business and personal financial goals.

Tax planning services include:

Year-Round Tax Strategy & Advisory
Entity Structuring & Reorganization
Transaction Planning for High-Income Clients

M&A Advisory Services

Expert financial guidance throughout the merger and acquisition lifecycle – from strategy to execution.

Sell-Side Advisory

Prepare your business for a successful exit with strategic planning and valuation support.

Buy-Side Advisory

Identify, evaluate, and execute the right acquisition opportunities with confidence.

Why Monument

Benefits from Monument

Investors

By creating incremental, synergistic value in their investments. Monument acquires proven firms with recurring revenue, loyal clients, and positive cash flow — then scales margins through AI integration and cross-selling.

Portfolio Companies

By providing a team, resources, support, and know-how to minimize risk and increase value. Acquired firms retain their staff and client relationships while gaining access to Monument's full platform infrastructure.

The Marketplace

By learning and experiencing a new business model right-fit for today's dynamic, global, and mobile environment, and ever-evolving capital markets. Monument sets a new standard for integrated financial services.

Leadership

Meet Our Experts

We are a team of experienced entrepreneurs, licensed professionals, and former company operating executives. We come from various backgrounds, educational levels, and global experiences, yet share a core, common belief about the necessary environment and components for business success.

K. Bryce "Rick" Toussaint

MBA | CPA

Chairman & Chief Executive Officer

Rick Toussaint is a globally sought-after strategic advisor to investment firms, corporate boards, chief executives, and founders. Mr. Toussaint is a highly accomplished, results-driven entrepreneur with more than 25 years of business and public accounting experience in a Big 4 environment.

As an experienced CPA Firm Owner and Merger and Acquisition consultant, Mr. Toussaint has advised more than 20 companies, both domestic and international, to become and remain publicly listed on the NASDAQ, NYSE, and OTC from 2006 to present.

From a corporate executive perspective, Mr. Toussaint formally served as Chief Executive Officer and Board Member of NASDAQ-listed MYOS-Rens Technology, Inc. (MDVL) from 2015 through 2016. From 2020–2024, Mr. Toussaint served on the Board of Directors of a second NASDAQ-listed company: Bit Origin Limited (BTOG).

Mr. Toussaint obtained both a BS in Accounting, as well as an MBA from Louisiana State University in Baton Rouge. Mr. Toussaint is a certified public accountant in the State of Texas and is bilingual with a working proficiency in Spanish.

Our Approach

How We Operate

Philosophy

The most important goal is to build value for all stakeholders. We combine passion, skill, experience, and entrepreneurial instinct with strategy, structure, process, and the leadership of experienced business executives to capture key opportunities and create a powerful force in the marketplace.

Value

Monument will acquire a portfolio of accounting, tax and financial services firms to leverage economies of scale and drive shareholder value. Investor returns will be realized through appreciation of Monument's equity in its portfolio companies, dividends, corporate spin-offs, and other potential monetization events.

Accountability

Monument will report on a quarterly basis and provide full transparency. Monument's owners and management are long-term stakeholders completely aligned and motivated to apply our energies, efforts, and end game with our investors, since we all own the same stock.

Get in Touch

Wanna Talk To Us?

Please feel free to contact us. We're super happy to talk to you. Feel free to ask anything.

6421 Camp Bowie Suite 303
Fort Worth, TX 76116

info@monument.com

833.817.7148

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Building Fully IntegratedFinancial Solutions