tagcpa.io
Build My Plan
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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.

WE WORK WITH FOUNDERS RUNNING $2–10M service businesses
NORTHPOINT HVAC meridian SummitMSP atlas HarborLaw
$2–10M service businesses
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NEW NEW INSIGHT

this could be
your numbers.

WATCH

Our Simple 3-Step Process

01 Get The Numbers Right
02 Make Them Talk
03 Bring The Tax Plan to Life

What changes with TAG

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EXIT READY
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LEARN MORE

WHO WE WORK WITH

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

FOUNDATION Craftline NORTHWAY USA, INC. Agency Everbuilt boldcraft copperline
Book your free strategy session

WORKS INSIDE YOUR STACK

CLEAN
books you can trust
DIAGNOSE
the one constraint
PLAN
CFO + tax moves
REVIEW
on a regular cadence

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OUR PHILOSOPHY

Three reasons founders finally feel in control.

01
PILLAR ONE

Decisions, not just reports.

A bookkeeper hands you "here's what happened." A CFO tells you "here's the one move that grows profit next quarter."

That's the difference. We turn clean books into a clear read on your business, profit by client and service line, your real margins, and where cash is actually going. Then we point to the next decision, not just the last number.

OUTCOME You run the business on numbers, not gut feel.
SKETCH · SIGNALS STACK
stack three signals,
find the next move
SIGNAL · 01 Margin slipping. Which service line? SIGNAL · 02 Cash tight. But P&L says profit SIGNAL · 03 Tax bill spiking. No plan in place $2–10M service business
02
PILLAR TWO
SKETCH · THE SHORT LIST
read the account,
find the real issue
DIAGNOSTIC · YOUR BOOKS
Overhead too high?
Pricing too low?
Cash gap vs. profit?
Margins by service line?
Slow receivables?

here's the
real issue

Specialists, not generalists.

A generalist accountant says "your return is filed." A specialist asks: "why are you still paying tax like an employee?"

Specialists dig into the structure and find what's actually costing you, the wrong entity, no holdco, profit trapped in the operating company. That's how we plan your tax. Proactively, around your real numbers, so you keep more now and at exit.

OUTCOME A structure built to keep more of what you earn.
03
PILLAR THREE

One roof, not three firms.

Most founders juggle a bookkeeper, an accountant, and no one steering.

We don't work that way. From clean books, to the numbers that drive decisions, to the tax structure that keeps more, one team owns all of it. You run the business. We own the finance function.

OUTCOME Bookkeeping, CFO, and tax. Finally connected.
SKETCH · MESSY → CLEAR
one team,
messy → clear
Messy Books Cleaned Up Clear Numbers Tax Plan Keep More you just run the business

OUR FINANCE SYSTEM

No guesswork, one system.

A six-step quarterly loop. Scroll to advance. Every quarter's review feeds back into the next plan.

The loop closes. Every quarter compounds the last.

A six-step quarterly loop, fully connected. Each review sharpens the next plan. Cleaner books, clearer numbers, a tighter tax structure. That's the compounding edge.
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SCROLL TO ADVANCE · OR CLICK A NODE
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WHY FOUNDERS SWITCH

Why this beats a bookkeeper + an accountant.

what you get, without the usual headaches

NOT JUST REPORTING, A FINANCE PARTNER

One team owns it all.

Most founders stitch together a bookkeeper, an accountant, and a tax preparer who never talk. We run bookkeeping, CFO strategy, and tax planning as one connected function, so nothing falls through the cracks.

WHAT WE OWN, END TO END

From clean books to the tax structure that keeps more. One team, one point of contact, one plan.

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WHAT YOU GET

books, CFO
& tax

one team, not three.

messy to clear,
in 4 steps

messy
WEEK 1
→
clean
WEEK 2-4
→
clear
MONTH 2
→
IN CONTROL
ONGOING

CLARITY, NOT BUSYWORK

No chasing receipts, reconciling spreadsheets, or guessing at your numbers. Just clean books and a clear read on the business, done for you, every month.

Clean books, current to the month

Profit climbing PROFIT / MONTH baseline QUARTERS →

PROACTIVE, NOT REACTIVE

We don't just file once a year and disappear. We meet on a regular cadence, watch the numbers, and adjust the plan, so decisions get sharper every quarter, not stale.

A clear plan, reviewed every quarter

read the books,
fix the cause

BOOKS · BUSINESSOUTCOME →
SPECIALIST

YOUR DATA STAYS YOURS

You keep ownership of every account, ledger, and login. We work inside your stack, not a black box. If we ever part ways, you walk away with clean books and full control.

Full ownership, total transparency

SKETCH · BEFORE / AFTER REPORTING

SAME BUSINESS · SAME MONTH

BEFORE

"Revenue's up, but I have no idea if we're actually making money.

The P&L is one blended number. I can't tell which clients or services are profitable.

And tax season is always a nasty surprise."

CLARITY: LOW

AFTER

"I can see profit by client and service line at a glance.

I know what's in the bank next quarter, and which decisions move the needle.

Tax is planned for, not a surprise, and structured to keep more."

P.S. I finally trust the numbers.

CLARITY: HIGH    

Curious what your numbers are telling you?

30-minute call. We'll show you what's hiding in your books, and the profit and tax you could be keeping.

Book a strategy session

FIT CHECK

Honest fit beats bad fit every time.

We take on a limited number of clients each quarter. Below are the conditions that make this a great fit, and the ones that mean we'll point you elsewhere.

IT'S A FIT WHEN YOU
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sound familiar?

You're probably dealing with:

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Book a free strategy session
WE'LL PASS IF

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FREE 30 MINUTES

Book a free
strategy session.

30-minute working session. We look at where your numbers are today, the profit and tax you're leaving on the table, and whether a fractional CFO is the right next move. No pitch. No deck. No obligation.

Book your strategy session See if you're a fit

LIMITED CLIENTS / QUARTER · BY APPLICATION

THE SYSTEM

The full finance system.

One connected loop. Clean books feed clear numbers. Clear numbers reveal the constraint. The constraint drives CFO strategy and tax planning, and every quarterly review feeds it all back to the top.

START
Clean the Books
QUICKBOOKS · XERO · DEXT · PLAID
∿ ✳
every number in its place
STEP 01
Profit Map
PROFIT BY CLIENT & SERVICE LINE
✳ real margins
where profit really comes from
STEP 02
Find the Constraint
THE ONE BOTTLENECK ON PROFIT
𝕏 ✳ $ 💼 ⚡
fix this first
PRICING ✳SERVICE MIX TEAM COST $CASH GAP 💼 OVERHEAD ⚡COLLECTIONS
STEP 03
Quick Win
This Quarter
This Year
sequence the fixes
STEP 04
CFO Strategy
PRICING · HIRING · CASH
✳
a plan for the quarter
Pricing
Hiring
Cash Flow
Spend
Margin
STEP 05
Tax Planning
STRUCTURED AROUND YOUR NUMBERS
keep more, legally
STEP 06
Quarterly Review
REVIEW, ADJUST, COMPOUND
every quarter compounds
Books
Strategy
Taxes
STEP 07
Monthly Reporting
CLEAR NUMBERS, EVERY MONTH
numbers you can read
P&L BALANCE SHEET CASH FLOW KPIs FORECAST
STEP 08
Decisions Made
CLEAR DATA, CONFIDENT MOVES
confident · data-backed
STEP 09
You Run the Business
YOUR TEAM · YOUR CALLS · OUR NUMBERS
✳∿
you take the wheel
END → START
Profit Kept
REVIEWED → FED BACK INTO NEXT QUARTER
back to the top ↑
↺ Each quarter loops back to the top

One connected finance function. Clean books, a CFO steering the numbers, and proactive tax planning, working as a single system, not three disconnected vendors.

BOOK A STRATEGY SESSION

FAQ

Questions we get asked.

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FREE TOOL

Model your profit upside.

Adjust every lever. See what tighter margins and a smarter tax structure are worth.

INPUTS

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RESULTS

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EXTRA MARGIN /YR
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TAX SAVED /YR
TOTAL KEPT PER YEAR
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Clarity
Profit by client & service line
Runway
Know your cash a quarter ahead
Keep more
Proactive tax, not a yearly surprise
Book your strategy session

Free 30-minute call. No pitch, just your numbers.

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