ABout us
What sets our firm apart from the 138,000 other tax planning and CFO firms across the United States?
our purpose
goes far beyond numbers and balance sheets. We see the heart-wrenching reality of businesses crumbling within their first five years, often due to mismanagement of cash flow. Our mission is born from this stark reality, and our resolve is to ensure that you keep more of your hard-earned money and steer clear of the pitfalls. We don’t want you to be part of that grim statistic. We want you to succeed, to thrive, and to realize your dreams.
What sets us apart is not just our expertise but our revolutionary and compassionate approach to financial success. We’ve saved our clients over $15 million in taxes, managing $50 million in annual revenue. Our partnership with you is about more than money; it’s about understanding your vision, aligning with your goals, and being a trusted ally in your journey to success. At Bennett Financials, we’re not just here to manage your finances; we’re here to be a part of your story.
Sure, we could bore you and focus on stats like having over 35 years of experience, or that we’ve worked with over 600 other entrepreneurs globally, or even that we’ve been featured in national publications like StarTribune Business.
But honestly that seems a bit too much like what the other 138,000 firms might do.
We’d rather lead with our why and our ethos, and let you decide if we’re the kind of folks you’d trust to manage your money and help you grow.
Clarity, Profitability, and Exit Readiness
Our story is simple: we partner with ambitious service-based companies to achieve their financial goals. Whether you’re navigating complex growth strategies, crafting multi-year forecasts, or preparing for a lucrative exit, we’re your trusted partner in every step.
Forget cookie-cutter insights. We dive deep into your unique reality, crafting solutions tailored to your specific financial aspirations.
Here's how we unlock your potential:
Clarity
Get laser-focused on your financial trajectory with custom dashboards, KPI tracking and a clear easily used forecast and budget. We translate complex data into actionable insights, giving you complete control over your financial destiny.
Profitability
Our proven methodologies optimize your financial levers for maximum impact. We identify hidden profitability opportunities, streamline operations, & ensure sustainable growth.
Exit Readiness
Don't leave your future to chance. We equip you with our 7 step framework the business roadmap , giving you the confidence and leverage to secure exceptional exits when the time come and have investors ready to purchase your business for a larger multiple than your traditional 3x or become the visionary in your business and focus on the big things that move the needle.
We don’t waste time on generic strategies or one-size-fits-all advice. We’re your dedicated financial architects, building a roadmap to your unique vision of success.
Powered
by our people
meet the team
Adam Harmon
Junior CFO
Karen Orsulak
Administrative Assistant
Our Proactive
Tax Planning Team
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.
Aleks Dyo
Charitable Gift Financing / Advanced Pension Plans
Ami Kassar
Business
Financing Specialist
Andy Ruhland
Employee Benefits Specialist
Chad Koebnick
Native American Federal Tax Credits
Aleks Dyo
Charitable Gift Financing / Advanced Pension Plans
Ami Kassar
Business
Financing Specialist
Andy Ruhland
Employee Benefits Specialist
