Jorge Quintana

Director of Financial Planning + Analysis

Jorge Quintana assists our emerging franchisors by analyzing financials to determine an accurate portrayal of franchise unit economics helping to develop their Item 19, Financial Performance Representation, for their Franchise Disclosure Document (FDD). He also provides assistance with financial projections mapping out potential future growth of the franchise system. 

Jorge has more than 25 years’ experience in finance and accounting. Prior to joining the SMB team, Jorge was the Director of Operations at Smart Tax Franchise Group for 9 years, where he was responsible not only for the performance of the franchise, but updating annual financial statements for the FDD renewals. Jorge is a registered Enrolled Agent, and owns and operates a tax preparation and consulting practice. With his experience as a small business owner he understands what franchisors and their franchisees experience. 

Franchising is an industry he loves because of the continually changing business trends that lead the rest of the industry. He received his Bachelor’s Degree in Accounting from the College of Staten Island and in 2023 he earned his CFE.