Fractional CFO & Ongoing Tax Strategy

Service Description

As your business grows, strategic tax planning and financial oversight are essential for maximizing profitability and minimizing risk. This service is designed for business owners earning $500K-$5M+ who need ongoing guidance to optimize cash flow, improve tax efficiency, and make smarter financial decisions. Instead of hiring a full-time CFO, you get high-level financial strategy on a monthly or quarterly basis, customized to your business needs. This service includes tax strategy meetings to review financial performance, tax planning, and cash flow forecasting. We optimize owner compensation, dividends, and shareholder distributions to minimize personal and corporate tax burdens. Proactive tax compliance monitoring helps you stay ahead of tax law changes and avoid costly mistakes. We also coordinate with your legal, investment, and financial teams to ensure a fully integrated strategy. Clients receive detailed reports on a monthly or quarterly basis, including cash flow insights, tax-saving strategies, and key performance indicators to guide financial decision-making. Most business owners take a reactive approach to tax planning, making decisions only when an issue arises. A Fractional CFO keeps you ahead of financial risks, tax-saving opportunities, and long-term wealth-building strategies. This service provides the same expertise as an in-house CFO but at a fraction of the cost, offering expert financial leadership without the commitment of a full-time hire. Ideal for business owners seeking proactive tax strategy, entrepreneurs managing complex cash flow and tax liabilities, and companies scaling rapidly that need high-level financial guidance. Monthly and quarterly options are available based on the level of support your business requires.