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If you're ready to take your business to the next level and want a strategic partner who understands the intricacies of tax strategy and financial management, I'm here to help. Let's collaborate and make your business soar to new heights!

Who I Am

I am an experienced tax strategist and a seasoned fractional CFO with a passion for empowering entrepreneurs. With a track record of helping businesses achieve financial success and growth, my mission is to provide you with the strategic insights and financial guidance needed to navigate the ever-changing business landscape.

Being a small business owner can be intimidating, especially when it comes to bookkeeping and financial decisions. Having worked in small businesses throughout my career, I understand the challenges firsthand. I remember the uncertainty and the lack of resources available to find answers.

That's why I started my business - to provide support and guidance to business owners, helping them feel confident and comfortable with their financial processes.

My passion lies in seeing businesses thrive! Together, we can elevate your business, enabling you to focus on what you do best—building a remarkable brand that leaves a lasting impact.

How I Can Help

  • Tax Strategy for Optimal Savings: Taxes can be a significant burden for any business. My expertise lies in creating tailored tax strategies that minimize your tax liabilities while maximizing your savings. Together, we'll identify every available opportunity to optimize your tax planning, ensuring that you retain more of your hard-earned money to reinvest back into your business.

  • Financial Health Assessment: As your fractional CFO, I will conduct a thorough financial health assessment of your business. This process includes analyzing your financial statements, cash flow management, and budgeting to provide you with a comprehensive overview of your financial position. With a keen eye for financial opportunities and risks, I'll guide you in making informed decisions that foster sustainable growth.

  • Strategic Planning for Growth: Success in business demands a well-crafted strategy. I will collaborate with you to develop a customized roadmap that aligns with your goals, whether it's scaling your business, expanding to new markets, or optimizing operations. By formulating a strategic plan, we'll chart a clear path toward your desired outcomes.

  • Cash Flow Optimization: Smooth cash flow is the lifeblood of any business. I will work closely with you to optimize your cash flow, ensuring a healthy balance between cash inflows and outflows. By identifying potential bottlenecks and implementing efficient cash management strategies, we'll safeguard your financial stability.

  • Risk Mitigation and Compliance: Compliance with financial regulations is crucial in avoiding unnecessary risks. I will proactively assist you in navigating the complex regulatory landscape, minimizing potential penalties, and safeguarding your business's reputation.

  • Financial Data Insights: As your trusted financial advisor, I'll provide you with meaningful data insights to enhance your decision-making process. Armed with these insights, you'll be empowered to make well-informed choices that drive profitability and success.

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Partner With Us Today!

At Figured Out, we are not simply advisors; we are advocates. We create a supportive environment that fosters professional growth, providing guidance, and resources that grow your business and take leaps towards financial success


Contact Us

  • 801-999-8614


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