Strategic Financial Planning 

Now that you have all of this great information. What do you do with it? Don’t worry we’ve got you covered. We’ll work with you on:


Tax planning, to make sure you’re not paying a dime more than you need to in taxes. Note, we don’t provide strategic tax services ourselves, but if you need help, we work with a great firm that does! If you prefer to work with your current tax provider, that’s cool too. We’ll work with them to consult as strategic tax advisors and make sure you are always ahead of the tax curve.

Why is it important that we work with you on financial and tax planning?

Tax planning and
financial planning are closely linked, because if not managed properly, taxes can become a larger-than-expected business expense. 
While we do not prepare tax returns ourselves, it is critical that we have a working knowledge of the tax situations of our clients. Our role in the income tax process is one of a facilitator. As your
virtual CFO, we need to be on top of the deadlines for not just income tax returns, but sales tax, personal property tax and payroll taxes as well.

Why is it important that we work with you on stategic planning?

Strategic planning, to help you figure out where you want to go and how to get there. Want a 5 year strategic budget? Done. Looking to sell your business but don’t know where to start? We do. Need someone to help you drive change and hold you accountable? We meet with you every month to review numbers and strategy. You can’t hide from us!

Business owners are generally very easily distracted. There are hundreds of small issues that can pop up every day, so it can be easy for an owner to get off track and lose sight of his or her goals. Part of our job as your outsourced CFO is to make sure we don’t. We help to hold you accountable to what you have decided to set as goals, and often we are the only ones who do. 

We're invested in your success because we're a part of your team too! Your success is our success. We love knowing that we're a part of something bigger and take pride in watching you achieve your goals and grow.