Fractional CFO Services
Strategic financial leadership without the six-figure salary
Custom KPI Dashboard
Track the metrics that matter most to your business with real-time visibility
Cash Flow Forecasting
AI-powered projections help you anticipate challenges and seize opportunities
Strategic Growth Planning
Quarterly sessions to review performance and adjust your financial strategy
Profitability Analysis
Identify which products, services, or customers drive real profit
Budgeting & Scenario Planning
Model different business scenarios to make confident decisions
Tax Planning & Preparation
Proactive tax strategy powered by TaxPortal.AI
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Year-Round Tax Planning : No more surprises in April. We strategize throughout the year to minimize your tax burden
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AI-Powered Deduction Tracking : TaxPortal.AI identifies every deduction you qualify for—automatically
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Quarterly Tax Estimates : Accurate calculations ensure you never overpay or face penalties
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Business & Personal Tax Returns : Complete preparation by licensed CPAs with deep tax expertise
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Entity Structure Optimization : Should you be an LLC, S-Corp, or C-Corp? We'll help you decide
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Review and customize all website copy with your specific details
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Set up HubSpot workflows and email sequences
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Create social media content calendar and schedule first month of posts
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Launch LinkedIn outreach campaign
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Set up Google Ads and Facebook Ads campaigns
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Track metrics weekly and optimize based on performance
