You deserve to know we are good to our word.

We’ve got your best interests at heart.

There’s no hidden agendas here.

That’s why we guarantee we will 2x your investment in the design of your tax plan.

that's not all... we FULLY guarantee your satisfaction with our fractional cfo services!

Need a CFO or Tax Strategist, like yesterday?

We can take over any of those pesky back office tasks such as payroll, paying your contractors, and invoicing so you can focus on the aspects of your business that spark joy.

We’ll have monthly strategy calls to discuss your financial results, operating margins, and business & personal goals and how best to meet them.

We’ll come up with a tactical plan on how to keep your profits high and how to best reduce your tax liability thru innovative tax strategy and implementation.


The tax strategy varies but the journey is the same. You’ll receive a unique Tax Plan Design which will be implemented to guarantee a 2x return on your investment. Your tax plan and all your tax service needs will be maintained in one of our Tax Maintenance Packages.

Your CFO Journey will follow a similar path. After a full discovery, we will design a unique Cash Flow Analysis, crafting a customized financial plan on how to keep your profits high and keep your books clean. You will be given a choice of multiple Fractional CFO and Bookkeeping packages.


We’ll take some time to get to know each other and discuss your needs and concerns. We’ll gather the necessary information to start the assessment of your tax situation and tax planning and accounting needs.


We create a tax plan to optimize your current financial situation for cash optimization, business growth and tax efficiency through court-tested, IRS approved tax strategies.


We help you implement the accounting systems, processes and tax strategies you decide to move forward with in an efficient and effective manner


With a monthly CFO Strategy Plan and/or Tax Maintenance Package you’ll have the annual and on-going services you need to maintain and update your cash & tax plan and continue to put more money in your pocket.


At any point along your journey, you may find yourself needing some extra help.

From Tax Audit Representation and QuickBooks Training to business consulting, we provide the guidance you need to make sure your business stays compliant and thriving.

Here to help you identify the proper entity structure & selection of the right entity (SMLLC, S-Corporation, C-Corporation, Partnership). Alongside,

Incorporation & Business Formation

Quickbooks can be a tough program to learn and it's so important that you are doing it right. Our team will provide a complete training and setup of your Quickbooks system

News of an audit sounds like your worst nightmare. We’ll help get necessary paperwork in order, and help to defend or correct your position with the IRS or your state.


Contact Us

  • 801-999-8614


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