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Free assessment Map your profit, tax, and enterprise-value gaps. See what you get

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.

01Clean financials
02Forward forecast
03Tax strategy
04Monthly decisions
Service 01

Bookkeeping

Clean books, every month. Every dollar categorized correctly so your numbers actually tell you something — not the fiction most accountants deliver.

Monthly close within 15 business days
Chart of accounts mapped to 60-15-15
Bank and credit card reconciliation
Service 02

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.

Federal and state business returns
Quarterly estimated tax calculations
Integrated with bookkeeping — no re-work
Service 03

Tax Planning

Proactive strategy that reduces your tax burden before tax season — not after. Entity structure, retirement vehicles, timing, and deductions year-round.

Entity structure optimization (S-Corp, LLC)
Retirement and compensation planning
Year-round tax projection
Service 04

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.

Monthly CFO meetings with action items
Live KPI dashboard tied to 60-15-15
Cash flow forecasting and scenario modeling
Service 05

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.

Enterprise value gap analysis
Owner dependency reduction roadmap
Financial positioning for sale or succession
Service 06

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.

Live gross margin, S&M, and G&A tracking
Net profitability scorecard updated monthly
Trend analysis and profit gap identification

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.

Real Estate Cybersecurity SaaS Marketing Law Firms E-commerce Coaching & Consulting Healthcare Recruitment Firms Senior Living Investment Companies Plastic Surgeons

Ready to run your finances
as one system?

The Scale-Ready Assessment shows you where your business stands on the 60-15-15 standard — and exactly what to fix first.

Book Your Scale-Ready Assessment

Free for US-based service businesses doing $1M–$20M in revenue.

FAQ

Questions about Fractional CFO & Tax Planning Services.

Clear answers to the questions owners ask before deciding what to do next.

The service offering connects strategic CFO support, reporting oversight, cash forecasting, profit improvement, tax planning coordination, and exit-readiness work around the business decisions owners need to make.

Start with the decision that matters most now. A cash, margin, or growth question may need CFO support; a time-sensitive tax question needs tax-planning coordination; a future transition may require exit-readiness work. These areas often overlap.

Yes. Clear responsibilities allow the accountant or bookkeeper to maintain the records while strategic-finance work uses timely information for planning and owner decisions.

It should include a dependable close, reports that answer leadership questions, a forward cash view, operating metrics, a decision cadence, and coordination with the right specialists when needed.

Confirm the current engagement scope directly. Tax planning and tax preparation are different responsibilities, and technical tax work should be handled with appropriately qualified professionals.

It makes expected inflows, outflows, and decision points visible before they become urgent. That allows leadership to test staffing, spending, collection, financing, or investment choices against the likely cash position.

It can reveal the drivers behind margin and help leadership evaluate pricing, delivery, client mix, capacity, and overhead. Results depend on the business's facts and its ability to implement changes.

Bring the most important business decision and the reports you currently rely on. The initial conversation should determine whether the financial information is strong enough to support that decision and what support is appropriate.