Your numbers should tell you where to go, not just where you’ve been.
We’re CPAs who act as your CFO - giving you the financial clarity, tax strategy and advisory support your business needs to make better decisions, without the full-time salary.
Sound familiar?
You pull reports but aren’t sure what they’re actually telling you.
Your revenue is growing, but your cash flow doesn’t feel like it.
You’re making big decisions - pricing, hiring, expansion - based on gut instinct, not data.
Your bookkeeper keeps the records, but nobody’s actually advising you.
You suspect you’re overpaying in taxes every year, but no one’s ever shown you how to change that.
These aren’t problems with your business.
They’re problems with your financial infrastructure and they’re exactly what we’re built to solve.
This isn’t bookkeeping. it’s financial leadership.
Led by CPAs with 30+ combined years
Not generalists, not outsourced, not offshore.
Shaun Fera is a hands-on advisor who’s worked with hundreds of small businesses.
Defined Deliverables, measurable outcomes
You’ll know exactly what you’re getting and exactly how to measure whether it’s working.
You hired us for results. We make sure you can see them.
Strategy, not just scorekeeping
We don’t just close your books; we use your numbers to drive decisions on pricing, hiring, cash flow, and tax. Every month.
Helping you make better decisions, faster.
Tax + CFO Built in, not bolted on
Every engagement includes tax planning, not just tax filings.
Tax planning isn’t an add-on here. It’s part of every engagement from day one.
Right-sized financial leadership
Starter
Foundation-level visibility
Ideal for owners who need clean financials and filed taxes but aren’t yet managing complexity.
Starting at $1,200/month
Essentials (Most Popular)
Adds a complete financial close
Built for businesses that need more than a health check, they need a full picture.
Starting at $2,500/month
year-round tax strategy
Growth
Shifts to active financial management
For businesses scaling faster than their systems and numbers are moving too fast to review monthly.
Starting at $5,500/month
Tax planning isn’t a year-end activity. It’s a year-round strategy.
Every tier includes a business + personal tax return and quarterly tax planning with both a Tax and a Fractional CFO advisor, not just bookkeeping.
Most businesses discover opportunities they’ve been missing for years once they start planning ahead instead of catching up.
What most clients see in 90 days.
Within the first month, you have a clean close, a cash flow snapshot, and numbers you can actually make decisions with.
In nearly every engagement, we find tax positions that haven't been optimized — sometimes for years. Most clients leave the first quarter with a documented strategy and a clearer sense of what they've been leaving on the table.
By month three, the conversations shift. You're making forward-looking calls on pricing, cash, and growth — not reacting to last month's numbers.
We don't promise a number we can't stand behind. What we can tell you is that most clients wish they'd started sooner.
You built a business worth running well. Let’s make sure your finances reflect that.
No sales pitch. We’ll tell you honestly whether we’re the right fit, and if we’re not, we’ll point you to someone who is.
A 20-minute discovery call costs you nothing. It might cost you a lot not to have it.