Services

Financial leadership for the decisions ahead.

I do not offer packages. I offer partnerships. Every client gets a tailored approach built around their business, their goals, and their financial reality.

Fractional CFO — Monthly Retainer

For business owners who need CFO-level leadership without the full-time price tag.

Monthly financial review and reporting
Cash flow forecasting and management
KPI tracking and business performance analysis
Strategic pricing, margin, and growth advisory
On-call financial guidance throughout the month.

Investment: Starting at $3,000/month.

Strategic Tax Planning

Proactive tax strategy delivered year-round — not just at filing time.

Annual tax strategy session
Quarterly tax reviews and estimated payment planning
Entity structure analysis and optimization
Real estate strategies: depreciation, cost segregation, 1031 exchanges
Retirement account maximization for tax reduction.

Investment: Starting at $1,500/year or included in FCFO retainer.

Financial Forecasting and Reporting

Know your numbers. Make confident decisions.

12-month cash flow forecast
P&L analysis with variance reporting
Custom dashboard setup for your key financial metrics.

Investment: Custom quote based on business size.

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