One system.
One investment.
Every client gets the full financial stack — bookkeeping, tax returns, tax planning, CFO strategy, and exit planning — all running through the 60-15-15 standard. No tiers. No stripped-down packages. The same system that drives profitability and builds enterprise value.
Free diagnostic for US-based service businesses doing $1M–$20M in revenue.
$96.2M Revenue Under Management
$5,000/m
This is what it costs to have a dedicated financial team running your entire operation through a single diagnostic system. Every dollar categorized, every KPI tracked, every decision measured against the four numbers that determine profitability.
What’s Included:
Clean books and tax returns
Proactive tax strategy that frees up cash for growth
A dashboard mapping your sales and marketing data to a forecast built around your goals
Monthly CFO meetings — budget vs. actuals, bottleneck identification, and what to fix next
Ongoing enterprise value development so your business is always worth selling
/ WHAT THIS ISN’T /
This isn’t bookkeeping with a CFO label on it.
Most firms sell you a tier and add services as you pay more. We don’t. Every engagement starts with a full diagnostic through the 60-15-15 standard, and every client gets the complete system from day one. There’s no lite version because a lite version doesn’t work.
/ HOW TO START /
It starts with the Scale-Ready Assessment.
Before we take on any client, we run a full Scale-Ready Assessment — completely free, no obligation. You’ll walk away with a profitability scorecard, a custom tax strategy, and an enterprise value gap report. If we’re the right fit and you want help executing, the $5,000/month engagement begins. If not, you keep everything we built.
Free diagnostic for US-based service businesses doing $1M–$20M in revenue.
/ ENTERPRISE VALUE /
The system doesn’t just improve margins. It builds a business worth selling.
Enterprise value is determined by two things — how much money the business makes, and how risky that income stream is. The 60-15-15 framework drives EBITDA up. The operational maturity that comes from running the system drives the multiple up. Together, they compound.
Based on 5,000 benchmarked companies, businesses scoring 80+ on growth readiness sell at 6.27x EBITDA. Businesses below 50 sell at 2.76x. Same earnings. Completely different value. The only thing that changes is the financial design — margins, risk profile, and owner dependence.
Once your 60-15-15 numbers are moving, we layer in the seven growth readiness categories that determine your multiple. The goal isn’t exit planning — it’s building a business that gives you two choices: sell at a premium, or keep it running with minimal input and collect cash. The work is the same either way.
/ PROOF /
The system works. Here’s what it looks like.
$402,838
Tax liability eliminated through entity restructuring and strategic planning.
$220K+
Annual tax savings deployed for a legal services firm.
$185K+
Tax savings captured through proactive quarterly strategy.
$125K
In past overpayments recaptured through amended returns and structure corrections.
"Working with Bennett Financials fills the gap we had — a team we can rely on, with rapid-fire responses and consistent support."
Daniel Goodrich
CEO & Founder, VirtualCounsel
"With Arron's leadership, we grew from zero to $300K MRR. He's more than a fractional CFO — he's a dedicated partner who safeguards our brand and supports our growth."
Taylor Hersom
Eden Data, Chairman
It starts with the Scale-Ready Assessment.
Before we take on any client, we run a full financial diagnostic — free. You’ll walk away with a profitability scorecard, a custom tax strategy, and an enterprise value gap report. If we’re the right fit, the engagement map begins at Day 0.
Free diagnostic for US-based service businesses doing $1M–$20M in revenue.