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About

Xcel CFO and Accounting Solutions, previously called Xcel Accounting Solutions Inc., was founded in 2016 when owner, Isis Y. Oyuela, began consulting and providing one-on-one guidance to owners of privately held businesses on a part-time basis. The business grew, and in August 2022, Isis left a full-time position within a wealth management and real estate business to work full-time in her own business.
Isis Y. Oyuela, founder of Xcel CFO and Accounting Solutions, has over 20 years of accounting experience across a diverse range of business industries, including tech, investment, wealth management, real estate, crypto, and influencer marketing. She has served in several accounting management roles, including controller, finance manager, and cash manager. She has fulfilled many Chief Financial Officer (CFO) responsibilities, including forecasting, service and product costing, margin analysis, and reporting to leadership.

Clients describe Isis as very approachable, responsive, organized, and reliable. Additionally, she enjoys learning languages and software programs. She is bilingual in Spanish and English, her core languages, and is currently learning Italian. She is certified with Xero’s accounting and bookkeeping software and is also proficient in QuickBooks. She can work remotely and is adaptable to work with any cloud-based accounting software.

When asked why she chose accounting as a career, Isis shares that she first began performing accounting duties when she was in the 2nd grade. She was class treasurer and was trusted by classmates and staff to “hold money, make more, and give it back.”

As a lifelong learner, she recently earned her MBA at UC Berkeley. She continues to advance her knowledge and skills through continued education, personal reading, and attendance at finance and accounting-related conferences and webinars.

Today, she is passionate about helping people in small to medium-sized companies build their businesses. She respects and admires people who create something from scratch, and she finds that she identifies with them because she has done the same herself after graduating from college while working two jobs.

The Perfect Client

When deciding whether to take on a business as a new client, Isis works to ascertain the culture and environment of the business. She asks herself whether this is a business that she can help owners, leaders, staff, and the business’ clients/customers develop and maintain work life balance. She prefers to work with businesses in start-up and growth as well as small and medium sized established businesses. She helps businesses grow to the point that they either go public, or are ready to hire a full time CFO and accounting team.

Isis’ hobbies and personal interests include travel, music, creative writing, animal welfare, and environmental sustainability.

For more on Isis, feel free to visit LinkedIn.

Why work with us?

Xcel CFO and Accounting Solutions’ clients benefit from Isis’ unique ability to understand an individual business’ needs. As an entrepreneur herself, she understands the importance of trusted advisors and the impact they can have on a growing business. She builds long-term relationships and thoroughly enjoys helping clients succeed in their businesses and community.
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