ABOUT

One team, the full finance system.

tagcpa.io brings the three roles most growing businesses split across separate providers — bookkeeping, CFO strategy, and tax planning — under one roof. The firms that report your numbers and file your taxes usually stop there. We connect the reporting, the strategy, and the tax structure so each one reinforces the others.

Who we serve

Owner-led service businesses and agencies doing roughly $2–10M in annual revenue, across Canada and the United States. That's the stage where finance decisions move real money, but the founder is still close to the numbers — and where a disconnected bookkeeper, accountant, and tax preparer quietly leave profit on the table.

How an engagement works

1. Clean — get books you can actually trust, in your existing stack (QuickBooks, Xero). You keep ownership of every account and login.
2. Diagnose — find the one constraint holding back profit: pricing, margins by service line, cash tied up, or tax structure.
3. Plan — CFO and tax moves designed around your real numbers, from monthly decisions to structure-level planning like holding companies and estate freezes.
4. Review — a regular cadence where every quarter's review feeds the next plan, so the system compounds instead of resetting.

Who's behind it

tagcpa.io was founded by Harvey Mann, CPA. The model is deliberately focused: a small number of clients, one owner for the whole finance function, and advice that's connected to the numbers it comes from.

Talk to us

The free strategy session is where we look at your numbers and scope things honestly — including telling you if you're not ready yet. You can also reach us at [email protected] or +1‑235‑605‑8568.