The Financial Leadership Your Business Needs Without The $10,000/Month Price Tag
Based on your situation, your business would benefit from ongoing financial leadership not just tax strategy. Our Outsourced CFO Program gives you a dedicated CPA in your corner every month, at a fraction of what a full-time hire would cost.
We're CPAs — But We Don't Prepare Your Taxes
Keep your current tax preparer. That's not what this is.
The Tax Planning Program is a thinking and strategy engagement. We identify the moves you should be making, walk you through exactly how to implement them, and make sure the decisions you're making today are setting you up for what you want tomorrow. You get expert thinking without replacing anyone on your team.
Actionable Planning Items
We don't just tell you what to consider. We walk you through every step of implementation so you actually do it.
Custom Strategies For Your Situation
Every client gets strategies built around their specific income, structure, and goals. No generic checklists.
Tax Return Review
We review the return your CPA prepared and flag anything that could have been done differently so next year is better.
Is the Tax Planning Program Right for You?
This is for you if:
Business owners paying more tax than they should
S-Corp Owners
High W-2 earners with business income
Anyone asking "what else can we do?"
Clients frustrated after every filing season
This is NOT Ideal for :
Businesses with weak or disorganized books
Owners who rarely implement recommendations
Cash-strapped operators
"I Need Someone Who Actually Knows My Business Not Just My Tax Return."
THE PHILOSOPHY BEHIND CFO & MORE LLC
Sound Familiar?
"Am I paying more tax than I should?"
"What moves should I make this year?"
"How do I align my taxes with my wealth and retirement goals?"
"I want expert thinking — not a full-time hire."
What You Can Expect
01
Annual Strategy Foundation
We start by understanding your full picture income, structure, goals, and what your current CPA is doing. Then we build your plan.
02
3–4 Planned Meetings Per Year
Structured conversations at the right times of year — not reactive calls when something goes wrong.
03
Strategies + Implementation Walk-Through
Every meeting ends with clear action items. We walk you through each one so nothing gets left on the table.
04
Tax Return Review
We review your filed return and identify anything that could be improved — so you're always moving forward.
One Program. One Annual Investment.
TAX PLANNING PROGRAM
Dedicated ongoing executive partnership for established firms
$149
Billed Annually
PROGRAM INCLUSIONS:
3–4 Planned Strategy Meetings Per Year
Custom Tax Strategies For Your Situation
Actionable Implementation Walk-Throughs
Group Strategy Calls
Tax Return Review By Our CPA
Ongoing Strategy Ideas Sent Throughout The Year
Not Sure If This Is The Right Fit? Book A Call And We'll Tell
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