Fractional CFO & Tax Advisory

What’s Included

We step in as your financial leadership layer — managing the numbers, planning for what’s next, and making sure the people handling your money are doing it right.

Tax planning & compliance — Strategic tax advisory, filing oversight, and year-round planning to minimize exposure and maximize efficiency.
Budgeting & cash flow management — Disciplined budgeting frameworks and cash flow monitoring so you always know where you stand.
Financial reporting & forecasting — Accurate, timely financial reports and forward-looking forecasts for informed decision-making.
Investor-ready financials — Clean, professional financial packages prepared for investors, lenders, or board presentations.
External provider oversight — We review your accountant’s work, verify your bookkeeping, and ensure everything is accurate and compliant. Your team works — we verify.

Your External Providers, Verified

You already have an accountant doing your bookkeeping and taxes? Good. We sit between you and them — reviewing their work, catching errors, and ensuring everything is accurate and compliant. You should never have to wonder if it’s being done right.

Key Benefits

CFO Without the Salary

Executive-level financial leadership at a fraction of the cost of a full-time hire.

Tax Confidence

Proactive tax planning and compliance so you’re never caught off guard.

Trustworthy Numbers

Independent verification of your bookkeeping and external providers’ work.

Ideal For

Growing businesses that need CFO-level financial leadership, organizations with external accountants or tax preparers who want independent oversight, and companies preparing financials for investors or audits.