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.

Empowering purpose-driven entrepreneurs across industries

Empowering purpose-driven entrepreneurs with proactive tax strategies, financial clarity, and strategic guidance to optimize cash flow, minimize taxes, and build long-term financial clarity across industries.

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

Recent developments

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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.