You run the front office,
let us take care of the back office!
CFO & TAX ADVISORY SERVICES
A fractional CFO gives you executive-level financial insight without the cost of a full-time hire. We help you understand your numbers, build budgets and forecasts, and make informed decisions about pricing, hiring, and growth so you can move forward with confidence.
As your business grows, the questions get bigger: Can we afford to hire? Is this location profitable? Should we take on debt or invest in new equipment? Bookkeeping and tax prep alone can’t answer those questions—you need someone who can interpret the numbers and turn them into a clear plan.
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Our fractional CFO service gives you that level of support at a scale that fits a small business. We start by reviewing your financials to understand how money moves through your company: revenue streams, margins, fixed and variable costs, cash flow patterns, and existing obligations. Then we work with you to define your goals—stability, growth, profitability, or a combination of all three.
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On an ongoing basis, we provide regular financial reviews and strategy sessions. We help you build and monitor budgets, forecast cash flow, analyze pricing and profitability by service or location, and evaluate major decisions like hiring, expansion, or financing. Instead of reacting to what already happened, you gain a forward-looking view of your business.
Because we also handle bookkeeping, payroll, and tax preparation, our CFO guidance is grounded in accurate, up-to-date data—not guesswork or outdated reports. You get clear explanations, practical recommendations, and a partner who helps you think through the financial impact of each major choice.
The result is a stronger decision-making process and a clearer path for your business—without the overhead of a full-time CFO on staff.
Tax Advisory Services
Most tax surprises don’t come from the return itself—they come from decisions made all year long without clear guidance. Entity choice, how you pay yourself, when you buy equipment, how you structure deals, and how you track expenses all affect your final tax bill. Without a plan, you’re left reacting to the past instead of shaping the future.
Our tax advisory service is designed to change that. We start by reviewing your current structure, prior returns, and financials to understand how you’re being taxed today and where the biggest opportunities or risks may be. From there, we work with you to develop a practical, year-round tax strategy that fits your business, your goals, and your comfort level.
Throughout the year, we’re available to discuss key decisions before you make them—such as major purchases, hiring plans, changes in owner compensation, or shifts in how revenue is earned. We explain the tax impact in plain language and help you choose options that support both your cash flow and your long-term plans.
Because we also handle bookkeeping, payroll, and tax preparation, our advice is grounded in real, current numbers—not assumptions. We can help you adjust estimated payments, avoid underpayment penalties, and keep your records aligned with your strategy.
The goal of tax advisory is simple: give you a proactive plan so you pay no more tax than you legally owe, and you move through each year with fewer surprises and more control.