Still Wondering Why Your Business Isn’t That Profitable?

Even with millions in revenue… you’re not sure where the money’s going.

That’s because the wrong people are looking at the wrong numbers.

Bookkeepers close the books.

Accountants file taxes.

Dashboards give you vanity metrics.

But none of them tell you:

Where your margins are bleeding

Whether you can actually afford to hire

How profitable each offer, product, or client actually is

Why your revenue is growing, but your bottom-line isn’t

Awareness = Clarity. You probably have neither.

And that lack of clarity is killing:

Your profit margins

Your client retention

Your operational efficiency

Your confidence in decision-making

We Fix That – Without the $300K/yr CFO Price Tag

We plug a Fractional CFO into your business and build a system that gives you:

Awareness & Clarity

Know exactly which parts of your business are making money—and what’s draining your profits.

Retention Intelligence

Fix the leaks in your client lifecycle and align comp, delivery, and pricing to LTV.

Efficiency & Profitability

Cut waste, remove guesswork, and get real-time insights on what grows your margins.

This isn’t just bookkeeping.
It’s not accounting.
It’s strategic finance—built for growth-ready founders who want to scale profitably.

Real Results from Expert Financial Leadership

Explore Our Client Success Stories: Detailed case studies showing how strategic finance changed the game for growing service businesses.

Case Study

VirtualCounsel

Industry: Legal Services
Revenue: $2.1M → 3.8M+
Profitability: +401% increase

The Challenge:

VirtualCounsel was operating at $2.1M in annual revenue but struggling with low profitability and inconsistent margins. Their founder was blind to real-time numbers, had no forecasting system, and was hit with surprise tax bills every year. Hiring decisions were reactive and gut-based.

Our Solution:

Built an 18-month forecast model tied to team capacity

Designed margin benchmarks per offer type

Implemented R&D credit tax strategy

Built a real-time dashboard for operational visibility

The Outcome:

Profit increased 401% year over year

Tax liability reduced by 62%

Founder makes data-backed hiring, pricing, and ops decisions monthly

“Bennett Financials helped us take control. We run a leaner, more profitable company — and we finally understand our numbers.”

Daniel Goodrich

CEO & Founder, VirtualCounsel

Case Study

Eden Data

Industry: Cybersecurity
Revenue: $0 → $300K MRR
Growth Speed: Built sustainable scale in <12 months

The Challenge:

Eden Data was scaling fast but had zero financial systems in place. The founder was overwhelmed with cash questions, unsure of how or when to hire, and leaving tax strategy completely on the table.

Our Solution:

Installed a custom forecasting engine for hiring and sales

Structured the business for tax efficiency from day one

Integrated real-time KPI dashboards with founder access

Developed a strategic finance plan for sustainable growth

The Outcome:

Cashflow clarity for growth investments

Hired team members without risk

Removed the founder from all finance ops

Set up a path to scalable, predictable revenue

“Aaron isn’t just a fractional CFO — he’s our secret weapon. Every big move we’ve made, he’s been part of.”

Taylor Hersom

Eden Data, Chairman

Case Study

RHFL

Industry: Fitness & Wellness
Revenue: $1.4M → $2.2M+
Valuation Trajectory: Positioned for 8-figure exit

The Challenge:

RHFL had solid top-line revenue but churn was high, margins were unclear, and all financial oversight lived in the founder’s head. There was no roadmap to exit, and cash felt constantly tight.

Our Solution:

Restructured pricing based on delivery and margin

Created a staffing model tied to profitability, not payroll load

Designed a multi-year exit plan with phased tax optimization

Rebuilt reporting structure to align finance with operations

The Outcome:

Profit margin doubled in 6 months

Founder offloaded finance completely

Positioned for 10–25x exit multiple with confidence

“We didn’t just fix our finances — we got a growth plan and exit strategy that works.”

Daniel Passarelli

Co-Founder, RHFL

This Is for You If:

You’re making good money, but still feel behind.

Every time you hire, you wonder if you can really afford it.

You don’t know how much you can pay yourself.

Your business is growing but you don’t feel in control of it.

You don’t even know what a CFO does.

You still feel reactive with money.

You’re embarrassed to admit you don’t understand your numbers.

You’re scaling revenue but your profits are unpredictable.

Tax time always hits hard.

You know you’re leaking cash, but you don’t know what’s causing it.

You’re scared to raise prices.

Every big decision feels like a risk.

Your margins are getting worse the bigger you grow.

You have no idea what you can spend on marketing, ops, or new hires.

You avoid conversations about money with your leadership team.

You’re growing, but terrified of running out of cash.

You make major decisions based on gut, not numbers and data

Your CPA and bookkeeper are just filling out forms, not actually advising you

You feel stuck between growing and maintaining.

You want to scale with profit, not just bloated revenue.

What Happens Next:

You schedule a meeting with our finance team
We’ll look at your numbers and give you:

A breakdown of where profit is leaking

A simple model of how to fix it

A game plan for how we’d help (if you want us to)

Tax-advantaged accounts helped us save more

Bennett Financials helped us make smarter decisions with our tax-advantaged accounts. We’ve contributed more strategically and reduced our taxable income by $25k. I’m now saving more for the future while cutting back on current taxes. It’s been a no-brainer for us.

Terrence Malone

Tax loss harvesting saved us thousands

We’ve been working with Bennett Financials on tax loss harvesting and it saved us over $30k last year. I had no idea how much we could offset by strategically selling losing investments. It’s helped us balance out gains and smooth cash flow. Definitely sticking with this strategy going forward.

Shane Clark

Tax-efficient options improved my portfolio

Bennett Financials recommended shifting my money into more tax-efficient investments, and it’s been a smart move. My taxes are lower and I’m seeing better after-tax returns. It’s a strategy I’ll keep using moving forward.

S C

Profit First made budgeting easier

With the Profit First method, we finally know where our money’s going. Bennett walked us through it and now we’re actually saving profit every month. It’s been a huge help for staying on top of our expenses.

Isabella McClintock

Risk management plan helped us sleep better

We used to worry about our exposure to tax risks, but Bennett Financials took care of that. They built a risk management plan that lowered our chances of being audited or penalized. It’s a relief knowing we’re in good hands.

Brielle Clancy

Business deductions lowered our tax bill

We had no idea how many business expenses we could deduct until Bennett Financials stepped in. They saved us $28k last year by maximizing our deductions. It’s made a huge difference for our cash flow.

Hunter P

Always up to date on tax laws

Bennett Financials stays on top of every tax law change, which keeps us ahead of any issues. They explain it all in a way that makes sense for my business. I feel more confident knowing we’re always compliant.

Mason K

Big savings with income splitting

We’re a small business and Bennett Financials introduced us to income splitting. It helped spread income across family members in lower tax brackets and saved us $30k in taxes. I didn’t realize how simple and effective this strategy was. It’s made a real difference in our overall tax planning.

Luke

Made sense of confusing tax laws

Bennett Financials really helped us make sense of the confusing tax laws we were dealing with. They explained things clearly and gave us practical steps to stay compliant. It’s been really helpful for our business.

Frequently Asked Questions

What exactly is “Strategic Finance”?

Strategic finance goes beyond tax prep and compliance. It’s CFO-level guidance that drives clarity, builds scalable systems, maximizes cash flow, and positions your business for a 10–25x exit. It’s built for $1–10M founders ready to grow and eventually cash out.

How is this different from what my CPA or bookkeeper does?

Your CPA looks backward. We look forward. Traditional accounting gives you last year’s numbers. We give you a roadmap to grow profit, reduce taxes, and scale for exit — without the guesswork or gaps.

Is this overkill for a business doing $1–5M in revenue?

Not at all. If you’re scaling past $1M, you’ve outgrown basic financial advice. Our fractional CFO services are specifically designed for $1–10M businesses — sized right, priced right, and built to grow with you.

Will this really help me pay less in taxes?

Absolutely. We specialize in IRS-compliant strategies that don’t just defer tax — they eliminate it. Many of our clients legally reduce or erase their tax bill entirely while building long-term wealth.

Why not just hire a full-time CFO?

Because you don’t need a $250K salary to get results. Our clients get high-level strategy, forecasting, tax planning, and exit positioning at a fraction of the cost — with none of the overhead.

What kind of results can I expect?

More profit, more clarity, and more freedom. Our clients routinely save six figures in taxes, build investor-ready systems, and grow from startup to scale-up with a clear path to exit.

Terms & Conditions | Privacy Policy