CFO services

Exclusive business and CFO advisory services to elevate your success

Our strategic approach to business and CFO advisory services


Who's it for:

Business owners seeking high-level financial strategy, valuation, and deal flow analysis.

What's included:

  • Everything in Controller Services, plus:
  • Quarterly Growth Strategy Sessions
  • Advanced Financial Modeling & Valuation
  • Exclusive Access to Dan Nicholson’s Network
  • M&A & Deal Flow Support

Results you can expect:

  • Scale your business with precision.
  • Access strategic financial insights.
  • Optimize investments and wealth-building strategies.

Your custom CFO strategy roadmap


Scaling a business requires more than financial tracking—it demands advanced forecasting, valuation insights, and strategic planning to drive sustainable growth. Our CFO process provides a clear, data-backed roadmap to guide your next big move.

How it works:

Strategic deep dive

We assess your business model, financial risks, and scalability potential.

Growth & valuation planning

We build a long-term financial model, forecasting profitability and optimizing key financial levers.

Quarterly CFO strategy sessions

We analyze cash flow, deal flow, and investment opportunities to maximize business value.

Gain bestselling expertise, exclusively for your business growth

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Client success metrics


80%

increased their cash flow


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$56k

in tax savings


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90%

retention rate


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Book an intro call


Our business tax & accounting solutions


Business tax planning services

Business tax preparation services

Business tax compliance services

Business tax advisory services

Bookkeeping services

Business valuation services

Outsourced controller services

Outsourced Fractional CFO services

Business financial advisory services

Book a call today

Our business tax & accounting solutions


Business tax planning services

Business tax preparation services

Business tax compliance services

Business tax advisory services

Bookkeeping services

Business valuation services

Payroll services

Outsourced controller services

Outsourced Fractional CFO services

Business financial advisory services

Book a call today

Beyond CFO services:

The foundation for CFO-level strategy


CFO Services provide high-level financial strategy and forecasting, but true financial clarity starts with a solid foundation in tax planning and financial management. Our Tax Optimization and Controller Services ensure your business is positioned for growth, stability, and long-term success.

Tax optimization services

Minimize tax liabilities and maximize cash flow with proactive tax planning, quarterly strategy sessions, and real-time tax-saving strategies.

Controller services

Gain financial clarity and control with weekly bookkeeping, financial reporting, KPI tracking, and cash flow management.

Take control of your finances & keep more of what you earn


Stop overpaying in taxes and start optimizing your cash flow. We help purpose-driven entrepreneurs build smarter tax strategies, increase profitability, and legally and ethically reduce federal taxes by 25-100%.

Are hidden profits slipping through the cracks?

Find Out in 60 Seconds.


Our Wealth Type Assessment reveals hidden cash flow leaks and missed profit opportunities, giving you instant insights into where your business is losing money. This quick assessment pinpoints financial blind spots across three critical areas:

Cash flow optimization

Identify unnecessary tax burdens and inefficiencies draining your bottom line.

Asset accumulation

Uncover underutilized assets that could be fueling growth and wealth-building.

Task mitigation

 Spot unseen risks that threaten long-term financial stability.

Take the one-minute assessment now and expose the opportunities hiding in plain sight. Your business's financial future starts with what you discover today.

Why are we trusted?


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John Smith

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Laura Williams

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Maxwell Evans

Financial Intelligence


A pocket watch on a desk next to paperwork that reads, immediate write-off
By Dan Nicholson April 1, 2025
Learn how small business owners can use bonus depreciation to accelerate deductions and reduce taxes in high-income years. This guide explains what qualifies, when it makes sense, and how to avoid common pitfalls. Schedule a tax strategy session with Nth Degree today.
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March 31, 2025
Self-employed business owners can deduct health insurance premiums to lower their tax bill and ensure coverage for themselves and their families. Learn how this tax strategy works and how to apply it to your business.
A business man in glasses and a collared shirt drinking coffee and looking at a book in an office
By Dan Nicholson March 29, 2025
Think your 401(k) is just an employee perk? Think again. This article explores how small business owners can turn a Traditional 401(k) into a high-leverage, tax-efficient strategy for building wealth, reducing taxable income, and retaining top talent. Discover overlooked benefits and smart ways to structure your plan for maximum impact.

Book a call today


Gain financial clarity and unlock hidden opportunities. Book a call today to start building a tax-smart, growth-focused financial strategy.