CFO Advisory Services
Stop guessing. Start knowing.
Most business owners make financial decisions based on gut instinct and hope. Our CFO Advisory service changes that - giving you a strategic financial partner who knows your numbers, understands your goals, and helps you make the moves that actually grow your business.
Every month you get a clear picture of where your money is going, what's working, what isn't, and exactly what to do next. No jargon. No confusing reports. Just clarity, strategy, and a CFO in your corner - for one flat monthly fee.
This is our flagship service and the one we're most passionate about. If you're ready to stop flying blind and start building a business that grows on purpose - this is where we start.
✔ Monthly Profit & Cash Flow tracking
✔ Personalized Financial Scoreboard
✔ Monthly strategy sessions with Sarah
✔ Ongoing support between sessions
✔ One flat monthly fee - no hourly surprises
Advanced Tax Strategy
For high-income business owners ready to go deeper.
Some business owners are at a stage where the standard strategies aren't enough. Advanced Tax Strategy is for higher-income owners who want to maximize every legal opportunity available to them, from retirement account optimization and defined benefit plans to
This is proactive, sophisticated tax planning that goes well beyond filing a return. If you've ever felt like your tax bill should be lower and no one has been able to tell you exactly why, this is the conversation you've been missing.
✔ Everything in Tax Strategy Services
✔ Retirement account tax reduction planning
✔ Advanced entity and compensation structuring
✔ Income shifting and deduction maximization
✔ Ongoing strategic access to Sarah between sessions