Aren't you just a bookkeeper with a fancier name?

No. Bookkeeping is the starting point, not the product. Once the books are clean, a fractional CFO turns those numbers into decisions; pricing, hiring, cash; and a tax specialist structures everything to keep more. That's three roles most firms split, under one roof.

What size business is this for?

We work best with owner-led, service-based businesses doing roughly $2–10M in revenue, big enough that finance decisions move real money, but where the founder is still close to the numbers.

What do you actually do each month?

We keep your books clean and current, send clear monthly reporting (profit by client and service line, cash position, key metrics), meet to walk through what the numbers mean, and adjust the plan, then handle proactive tax planning around it.

How hands-on do I need to be?

You run the business; we own the finance function. Expect a short monthly review and quick approvals on key decisions, not day-to-day bookkeeping or chasing receipts.

Do you replace my current accountant?

Usually, yes. We bring bookkeeping, CFO strategy, and tax under one roof so nothing falls between disconnected providers. If you have a specialist you love, we'll coordinate rather than duplicate.

Do you work inside our existing tools?

Yes. We work in your stack; QuickBooks, Xero, and the tools you already use; and you keep full ownership of every account and login. No black box.

How is this different from a tax preparer?

A preparer files what already happened. We plan ahead; entity structure, holdco, family trust, estate freeze; around your real numbers, so tax is something you've planned for, not a yearly surprise.

When will I see the value?

Clean books and clear reporting come first, then the CFO and tax work compounds from there. Most founders feel the difference once they can finally see profit by client and know what's in the bank next quarter.

It depends on the size and complexity of your business and the scope you need. The free strategy session is where we look at your numbers and scope it honestly, including telling you if you're not ready yet.

FRACTIONAL CFO + TAX PLANNING

Is your tax plan designed around your goals?

Most $2M–10M founders overpay taxes because they're profitable on paper, NOT in the bank. We help them design a tax plan that puts more money in their pocket — without adding complexity.

Fractional CFO and tax planning, under one roof. The firms that report your numbers and file your taxes stop there. We connect the two.

Book your free strategy session See how it works

WE WORK WITH FOUNDERS RUNNING $2–10M service businesses

NORTHPOINT HVAC meridian SummitMSP atlas HarborLaw

4 CLEAR SIGNALS DECISIONS ON DATA

Profit by clientLIVE

See which accounts make money, and which quietly drain it.

CLEAR NOW

13-week cash flowLIVE

Know what is in the bank next quarter, not just last month.

CLEAR NOW

Old blended P&LWAS

One blurry number. No idea where the profit actually came from.

BEFORE TAG

Profit per payroll $LIVE

Exactly where team spend turns into margin, and where it leaks.

CLEAR NOW

NEW NEW INSIGHT

this could be
your numbers.

Is your tax plan designed around your goals?

Our Simple 3-Step Process

What changes with TAG

Built for owner-led,
$2–10M service businesses.

Three reasons founders finally feel in control.

Decisions, not just reports.

Specialists, not generalists.

One roof, not three firms.

The loop closes. Every quarter compounds the last.

Why this beats a bookkeeper + an accountant.

One team owns it all.

Curious what your numbers are telling you?

Honest fit beats bad fit every time.

$2–10M in revenue

An owner-led business

A service-based model

Profit worth planning around

A growth or exit goal

A want for a real partner

You're probably dealing with:

Book a free
strategy session.

The full finance system.

Questions we get asked.

Model your profit upside.