Why I Built CFO & More
I started my career in CPA firms and eventually launched my own practice. As my client base grew, so did the demands on my time—and I found it harder to give each client the attention they truly deserved.
That’s when something clicked: clients aren’t just looking for accounting services, they want a trusted partner—someone who understands their business, is easy to reach, and can offer guidance along the way.
After listening to what clients really wanted, it became clear that delivering this kind of support requires a more personal, relationship-focused approach. That’s what inspired the creation of CFO and More. We intentionally limit each advisor's client load and surround them with a strong team, so our clients always get the time, insight, and responsiveness they deserve.
Sam
CFO & MORE
Is CFO & More Right for You?
This is for you if:
You own a business and pay a significant amount in taxes
You want your CPA, attorney, and financial advisor all working from the same plan
You're tired of hearing what you should have done after the year is over
You want strategy, not just compliance
You want access to your CPA all year long — not just at tax time
An audit would seriously disrupt your business and your income
This is NOT for :
Clients who don't pay a significant amount in taxes
Anyone looking for the lowest-cost tax prep
DIY filers
Anyone who only wants reactive, once-a-year advice
Most Business Owners Find Out What
They Should Have Done, After It's Too Late
By the time most people sit down with their CPA, the tax year is already over. The strategies are explained. The savings are described. And none of it is actionable anymore.
STATUS: EXPIRED
“The year is already over”
By the time most clients think about tax planning, key strategies are no longer available.
PHASE: CALENDAR LAPSE
STATUS: RETROACTIVE
“What you should have done”
Opportunities to reduce taxes have already passed. Your CPA is explaining history, not building your future.
PHASE: AUTOPSY REPORTING
STATUS: FLAWED DESIGN
“Reactive by design”
Most CPA relationships are structured around compliance deadlines, not proactive client strategy.
PHASE: DEADLINE OBSESSION
“Accurate filing is important. But accuracy alone does not equal optimization.”
A Concierge Experience Built Around You and Your Business
Proactive Financial Guidance Built Around Your Business
CFO & More offers more than tax filing. We provide the kind of forward-thinking guidance that keeps you in control of your financial decisions all year long.
A Concierge Experience Built Around You and Your Business
By the time most people sit down with their CPA, the tax year is already over. The strategies are explained. The savings are described. And none of it is actionable anymore.
What Makes Working With Us Different
We Plan Ahead
We work forward from your goals building strategy before the year ends, not filing paperwork after.
We Connect the Dots
Your CPA, attorney, and financial advisor all aligned on one plan, working toward the same outcome.
We Stay With You
This isn't a once-a-year relationship. You get planned access and a team that actually knows your situation.
You've worked hard for what you've built. We make sure your tax strategy reflects that.
Simple, Transparent Pricing
Each plan builds on the previous. Higher tiers include everything below.
Ready to Have a Real Planning Conversation?
A brief conversation to understand your situation and determine fit. No obligation.
702-200-1CFO
Mon-Fri, 9am-5pm PST