Our Services
One system. Your entire
financial operation.
We run your full financial stack — bookkeeping through exit planning — all through the 60/15/15 standard. No patchwork. No gaps.
Bookkeeping
Clean books, every month. Every dollar categorized correctly so your numbers actually tell you something — not the fiction most accountants deliver.
Tax Returns
Accurate, on-time returns that reflect how your business actually performed. Because your books are already clean, your returns are built on truth.
Tax Planning
Proactive strategy that reduces your tax burden before tax season — not after. Entity structure, retirement vehicles, timing, and deductions year-round.
CFO Strategy
A fractional CFO who actually knows your numbers. Monthly meetings with budget vs. actuals, a live dashboard, and a clear plan for what to fix next.
Exit Planning
Whether you're selling in 2 years or 10, we build the financial foundation that maximizes enterprise value and reduces owner dependency from day one.
60/15/15 Reporting
A custom dashboard that maps every KPI to the 60/15/15 standard. You always know exactly where you stand — in real time, not 30 days after close.
Why One System
The integrated advantage.
When bookkeeping, tax, CFO strategy, and reporting are under one roof, everything works better.
No handoff gaps
Your bookkeeper, tax preparer, and CFO work from the same data. Nothing falls through the cracks.
Real-time visibility
Decisions based on current numbers, not reports from last quarter. Your dashboard updates as the books close.
Strategic alignment
Every financial decision measured against the 60/15/15 standard. One framework, one team, one outcome.
Who We Serve
Built around your industry.
The 60/15/15 system adapts to the economics of your field. Jump to how we work with yours.
Ready to run your finances
as one system?
The Leak Check shows you where your business stands on the 60/15/15 standard — and exactly what to fix first.
Book Your Leak CheckFree for US-based service businesses doing $1M–$20M in revenue.
Questions about Fractional CFO & Tax Planning Services.
Clear answers to the questions owners ask before deciding what to do next.