Simplify your business finances with a CFO who has helped multiple businesses sell successfully and brings over 10 years of experience.
Unlock the power of an expert CFO with experience selling businesses, raising funds, managing mergers, and working with banks.

Comprehensive Budgeting
Maximize Deductions
Year-Round Tax Strategy



Tax season causes headaches every year with disorganized paperwork and confusing regulations.
You're unsure if you're leaving money on the table due to overlooked deductions or credits.
You don't feel like you can call anyone to help you make big financial decisions about your business.
You want to sell your business one day, but have no idea how to build a business that can be sold.
Our Winning Formula - CFO Real






Financial Forecasting, Budgeting, and Reporting
Variance & Profitability Analysis (Budget vs Actual)
KPI Development & Performance Dashboards
Strategic Planning & Scenario Analysis
Business Expansion Financial Modeling
Bookkeeping Oversight & Advisory
Cash Flow Forecasting & Monitoring
Capital Raise Strategy (Equity and/or Debt)
M&A Support (Due Diligence, Valuations)
Accounting Processes Optimization
Investor Pitch Deck Financials
Board / Investor Reporting Packages




Old Way












Raised over $5,000,000 for one of my companies
Led financing of an ealry 8-figure exit
Trusted by businesses who care about the bottom line
- Financial Forecasting, Budgeting, and Reporting
- Variance & Profitability Analysis (Budget vs Actual)
- KPI Development & Performance Dashboards
- Strategic Planning & Scenario Analysis
- Business Expansion Financial Modeling
- Bookkeeping Oversight & Advisory
- Cash Flow Forecasting & Monitoring
- Capital Raise Strategy (Equity and/or Debt)
- M&A Support (Due Diligence, Valuations)
- Accounting Processes Optimization
- Investor Pitch Deck Financials
- Board / Investor Reporting Packages
Simply choose an available time slot on our calendar, fill out a few details, and you’ll receive a confirmation email with your appointment details.
We suggest bringing whatever you have. If you have an existing software that produces your P&L, balance sheet, etc. please bring it! Additionally, come to our call with your goals.
If you miss your appointment, please let us know as soon as possible. We’ll help you reschedule at a convenient time!

Get In Touch With An Expert
TELL US ABOUT YOUR TAX SITUATION