Let's cut to the chase. You're a CEO, not a tax expert.
Every year, tax season becomes a maze of confusion and missed opportunities.
It's costing you, both in dollars and sanity.
Our team of CPAs and CFOs are your escape plan.
We deal with the IRS so you can focus on what you do best: scaling your business.
Stop Playing Russian Roulette With Finances
You know it, we know it: Tax season is a gamble with your hard-earned money.
Generic tax software? A blind bet. Hiring a run-of-the-mill accountant? Barely better.
What you need is a custom financial strategy from a team that speaks CEO, not IRS.
We're not here just to file taxes; we amplify your financial success and peace of mind.
Tax Season Shouldn't Mean Crisis Mode
As a CEO, you're in the driver's seat, but tax season, feels like navigating a storm.
It's time to change that narrative.
You deserve a tax strategy that's as flexible and forward-thinking as your business.
Our fractional CFO and tax services are the answer.
We handle the complexities, optimize your profit, and help you lead with confidence.
What You'll Get By Working With Us 📈
We Will Build You Custom KPI Tracking and Reporting Cadences
We Will Detail Your Cash Flow Levels and Forecast Growth
We Will Track + Simplify Your Revenue and Profitability Levels
We Will Automate Your Financial Processes
Sales Data —> Operations Activity —> Accounting Platform Sync
Custom Chart of Accounts Optimization
Automation Flow Based On Entity and Financial Process
We Will Optimize Your Entity + Tax Structure
Entity and 'Monetization MindMap'
S-Corp Election Savings Analysis Example
Our Fractional CFO + CPA Combo Boosts ROI While Delivering An Elite, 'Concierge' Level Service
What Clients Say About Our CFO Services👇
Scott Millard | Videospark
Kiefer Godfrey | Blended Brands
Ben | Zoa
Ayman Arab | TikScale
Matt Lucero | Anevo Marketing
Diego Diaz | Reflow Studios
Andy Connellan | Client Ascension
Here's What You'll Get with Our CFO + Accounting Offer⌚
Our monthly Fractional CFO services typically includes:
Bookkeeping and Monthly Financials
Financial Streamlining & Automations
Tailored KPI Reporting & Analysis
Cash Flow Forecasting & Analysis
Payroll and Payroll Tax Management
Ongoing CFO Level Support
Company Acquisition/Exit Support
What can go wrong if your bookkeeping isn't clean and caught up:
❌IRS audit risk ❌ Overspending ❌Inaccurate tax return ❌Overpaying on taxes ❌Unclear profit levels ❌Misjudging actual profit-per-client ❌Decisions off of incorrect numbers
Conservatively, most CPAs would charge at least $5,000 to catch up 12 months worth of finances
+ WE'RE ALSO PROVIDING $14,600+ IN FREE BONUSES👇
Enroll In Our Monthly CFO Services and Unlock:
✅FREE 2023 Business + Personal Tax Returns
✅FREE Quarterly Tax Planning Through 2024
With our strategic partner, who managed $2.7B+ in wealth, while working at Goldman Sachs, Deloitte, and Morgan Stanley - helping high net worth individuals reduce taxes and protect their wealth.
The expertise that once required a $30,000,000 net worth just to get in the door is now accessible to you, with STAXX.
Normally he charges $1,500 per hour call. With our end of year launch offer, you'll get 4 FREE calls in 2024 (one call per quarter)
This offer contains in total a free added value of nearly $15,000 in elite financial services
If you are ready, book a call or send either of us a DM✅