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A Boutique Firm Delivering Smart Financials Done for You

We're built for business owners who want better financial insight—without hiring a full-time team. We combine deep financial expertise, efficient systems, and a human touch to deliver clarity, confidence, and results.

Our Mission

At Sophos, our mission is to help you know your numbers, manage what matters, and build a business that’s ready for growth—or a great exit. We deliver expert financials done for you, so you can work on your business, not just in it.

Leadership Team

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CFO, M&A Veteran

Lamar Rutherford

MBA, CPA, Vistage Chair, former UCSD instructor, and M&A strategist with decades of exit planning and business advisory experience.

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COO

Gustavo Lanatta

A finance and operations expert with 30+ years of experience, specializing in international structures, team management, and mentoring future professionals.

Smart Financials Done for You

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