Support For Growing Businesses

Tools That Integrate With Your ERP

Track and Monitor KPIS

512 Financial, 512Financial

BUSINESS RESOURCES

Fractional Services for Growth

Accelerate business success with fractional services in finance and accounting, human resources, and marketing for day-to-day operations, strategic leadership, and more.

512 Financial, 512Financial

What We Do

FULL-CYCLE ACCOUNTING

Payables, receivables, and employee reimbursements optimized through tools that integrate with your ERP

FINANCIAL REPORTING

Pre-built reporting templates and custom reporting packages

PEOPLE STRATEGY

Employee life cycle, workforce planning, premium employee support, and culture

BUDGETING & FORECASTING

Annual budgeting, quarterly re-forecasting, cash management

TRUSTED HR SUPPORT

Team of HR Professionals that integrate with your organization

COLLECTIONS

Track down all your receivables and monitor performance of trapped cash

HR COMPLIANCE

Federal and state regulations for payroll, leave, benefits

BOARD MANAGEMENT

KPIs, dashboards, and reporting from your CRM and ERP

FINANCIAL DUE DILIGENCE

Guidance through M&A waters, sell-side diligence

Our Leadership

Joel Trammell, 512 Financial, 512Financial

Joel Trammell

Executive Chairman & Co-Founder

Bart Davis

CEO & Co-Founder

Veena Vadgama

Managing Director, CMO Practice

Michael Kirgan

Michael Kirgan

Director, Financial Practice

Sarah Russell

Director of Operations

Melissa Buhro

Manager, HR Practice

Greg Guerrero

Account Director

Chris Ciani

Account Director

Our Clients

Some Results

We’ve helped two clients secure capital raises for growth initiatives

We’ve helped three businesses get acquired from 2018-2021

Who We Help

We work with clients nationwide.

512Financial is perfect for:

Early to Mid Stage Companies

Companies Seeking Fundraising

Companies Undergoing Audits or Regulatory Requirements

Let’s Connect

Expand your business quickly with the financial, accounting, HR, and marketing resources and services you need today. 

8012 BEE CAVES RD. SUITE 100 AUSTIN, TX 78746

INFO@512FINANCIAL.COM