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Strategic Finance:
Clarity. Growth. Exit.

Transform your growing business into your ticket to freedom. Strategic guidance that builds 25x exit-ready companies. Sized for $1-10M revenue.

Trusted by Top Financial Media

Stop Settling for Basic Financial Advice

Your business is doing $1-10M in revenue and growing, but your financial guidance isn’t keeping up. More sales should mean more profit and freedom – yet you’re working harder than ever with less clarity. You need more than just tax returns and basic bookkeeping.

Signs That You’ve Outgrown Your CPA

You get historical statements but no strategic insights

They tell you how much tax you owe - instead of how to pay less

They report last year's numbers but don't help plan next year's growth

Featured in Fortune and USA Today as the go-to expert for tax transformation

They say 'that's just what you owe' - instead of finding solutions

Featured in Fortune and USA Today as the go-to expert for tax transformation

You need CFO-level insights but are getting bookkeeper-level service. Bennett Financials provides strategic CFO services for small businesses who are ready to think bigger.

“We went from no revenue to $300K MRR with Aaron leading the charge. His expertise in forecasting, taxes, and strategic finance put us on the map. Aaron isn’t just a fractional CFO – he’s a true partner. He protects our brand, optimizes our financial strategy, and has been available at every step of our growth.”

Taylor Hersom

Eden Data, Chairman

Strategic Finance Goes Beyond Traditional CPAs

While traditional CPAs focus on tax returns and compliance, strategic finance transforms your growing business into a wealth-building machine. We combine CFO-level strategy, proactive tax planning, and exit positioning – all sized and priced for $1-10M businesses.

Clarity & Control

On demand CFO advisory and insights

Clear profit driver

Fractional cost, full value

Strategic Growth

Tax strategy that builds wealth

Systems for sustainable scaling

More cash for growth

Exit Planning

10-25x exit positioning

Value-building roadmap

Freedom by design

Your Business Can't Afford Basic Accounting

Bennett Financials is redefining the industry. Get CFO-level strategy without the full-time cost. Most growing businesses think they can’t afford high-level financial guidance – but you can’t afford to go without it.

Book a 30-Minute Strategic Growth Session

Transformation Stories

VirtualCounsel: 401% profit increase in one year

“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

Strategic finance with an outsourced CFO from Bennett Financials is perfect for businesses that:

Generate $1-10M annual revenue

Want clarity on their numbers

Need scalable financial systems

Are planning for eventual exit

Common questions:

“Isn’t This Just Expensive Accounting?”

Strategic financial planning with Bennett Financials pays for itself. Our clients average $360k in savings while building systems worth 10-25x revenue at exit.

“Am I Too Small for This?”

If you’re doing $1M+ in revenue, you need more than basic accounting. We’re sized and priced for growing businesses.

“Can I Really Pay Zero Tax?”

Yes. We’ve helped multiple clients legally eliminate tax liability while building wealth. All strategies are IRS-compliant.

“Why Not Just Hire a CFO?”

Get C-suite expertise without the $250k+ salary. A fractional CFO scales with your business at a fraction of the cost.

Featured Across Top Business Media

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Your Strategic Growth Session 30-minute focused consultation to map your path from growth to freedom.

What You’ll Get:

  • Clear assessment of your current position
  • Strategic opportunities for immediate impact
  • Custom roadmap for your business
  • Tax-saving potential analysis
  • Exit value projection

Take control of your growing business. Get the financial clarity and strategy you need, and expert guidance to exit on your terms. Book a free consultation today and see if you qualify.

Book a Strategic Growth Session

He’s more than just a CFO—he brings creative ideas, deep experience, and valuable insights from different industries that have transformed our business.

Daniel Passarelli

Co-Founder, RHFL