Maximize Deductions & Eliminate Tax Stress
Stop leaving money on the table. Our CFO advisory ensures you capture every deduction, stay audit-ready, and file with confidence. Focus on growing your business while we handle your tax strategy.
Who It's For
Perfect for business owners who want expert financial guidance without a full-time CFO
Growing Businesses
Companies with $500K-$5M in revenue needing strategic financial guidance but not ready for a full-time CFO.
Tax-Conscious Owners
Business owners who want to maximize legitimate deductions and minimize tax liabilities through strategic planning.
Pre-IPO Companies
Companies preparing for funding rounds or exit strategies that need clean, investor-ready financials and tax optimization.
CFO Advisory Packages
Strategic financial guidance tailored to your business stage and goals
| Services | Tax Prep Seasonal | Quarterly Advisory Strategy | Full CFO Part-time |
|---|---|---|---|
| Monthly Investment | $1,500 | $3,500 | $7,500 |
| Tax Planning & Strategy | |||
| Financial Reporting | |||
| Cash Flow Management | |||
| Budgeting & Forecasting | |||
| Investor Reporting | |||
| Strategic Planning |
Ready to Maximize Your Tax Savings?
Book a strategy session to discover deductions you're missing and optimize your tax position.
Book Strategy Session
"Our CFO advisory saved us $85,000 in taxes last year alone. They identified deductions our previous accountant missed and set up a tax strategy that positioned us perfectly for our Series A funding. The ROI on their services was 300% in the first year."
Frequently Asked Questions
Common questions about CFO advisory and tax optimization
How much can I save with proper tax planning?
Most businesses save 15-30% on their tax bill through strategic planning and proper deduction identification. For a $1M revenue business, this could mean $15,000-$30,000 in annual savings.
Do you prepare tax returns or just advise?
We provide comprehensive tax preparation support, organizing all documentation and working directly with your CPA. We don't prepare returns ourselves but ensure everything is perfectly organized for your tax professional.
What's included in the CFO advisory?
Everything from tax strategy and financial planning to budgeting, forecasting, and investor reporting. We act as your part-time CFO, providing the strategic financial guidance you need without the full-time cost.
How quickly can I see results?
Most clients see immediate improvements in their tax position and cash flow management. Full strategic benefits typically show within 3-6 months as we implement systems and identify optimization opportunities.
Stop Leaving Money on the Table
Get expert CFO guidance and maximize your tax savings. Start with a free strategy session.
Get Free Strategy Session