We'll Hold You Accountable to Your Financial Goals.

Virtual CFO

We offer services for businesses seeking all the benefits and expertise of a Chief Financial Officer (CFO), without having to keep a full-time employee on staff. We utilize phone and video calls and are readily accessible via email to ensure communication efficiency.

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Tax Planning

Devising an effective tax plan is critical in improving the financial health and growth of your business. Using data-driven strategy and implementation, we’ll help analyze your business, forecast your future growth, and maximize your profit potential.

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Clients benefitting from our Virtual CFO or Tax Planning programs may also access our full suite of bookkeeping services. These services optimize your business’ financial processes, organize your books, and keep you current with industry best practices.

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Our Process


  • Our process begins with a free consultation call booked via our online calendar. Speak with our team to discuss your needs and determine our mutual compatibility.
  • Next, we engage in a kick-off call. During this meeting, we integrate you into our system and lay the foundation for your ongoing services. We talk strategically about the health and growth of your business.
  • Finally, we get to work, meeting at pre-determined intervals to help hold you accountable to meeting your financial goals. We may also correspond via emails between our scheduled meetings.
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