Tax Preparation | Tax Planning | Bookkeeping | Growth Strategies

18+ Years of Experience

Certified Public Accountant + Enrolled Agent

Ex-CFO of Manufacturing Firm

Saved Businesses

10k -25K in Taxes

Do You Know Exactly What’s Driving — or Hurting — Your Profits?

If your financials aren’t telling you the whole story, you’re operating blind. We help business owners uncover the hidden trends in their numbers, giving them clarity on what’s working, what’s costing them, and where to focus for maximum returns. With The Fractional CFO CPA, every number has a purpose — and that purpose is growth.

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Do You Have a Clear Roadmap for the Next 12–36 Months?

Without a defined strategy, even a profitable business can lose direction. Our Strategic Planning services align your financial goals with actionable steps, so you can navigate growth confidently, anticipate challenges, and seize opportunities before your competition does.

We Don’t Just Balance Books — We Build Profitable, Future-Ready Businesses.

Explore a suite of tailored publishing services designed to elevate your literary journey and ensure your stories captivate readers.

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Your Business Deserves More Than a Bookkeeper — It Deserves a CFO

Get CFO-level leadership without the full-time cost — backed by CPA precision to boost profits, improve cash flow, and drive sustainable growth.

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white robot near brown wall
white robot near brown wall

Tax Advisory & Compliance by a CPA

At The Fractional CFO CPA, tax planning is a year-round strategy — not a last-minute rush. We combine tax expertise with proactive analysis to find deductions, credits, and smart structures that legally reduce your tax bill. We anticipate changes, optimize your position, and ensure your taxes work for your business, delivering more savings, stronger cash flow, and full compliance.

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Clarity Through Accuracy

Bookkeeping isn’t just about tracking numbers — it’s about giving you a crystal-clear picture of your business health. We ensure every transaction is accurate, organized, and up-to-date, so you can spot trends, manage cash flow, and make confident decisions. With precise records, you’re always prepared for tax time, audits, and growth opportunities.

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six white sticky notes

Your IRS Armor

When the IRS calls, we stand between you and them — handling audits, notices, and disputes with expertise, protecting your rights so you can focus on your business.

Testimonials

Joe Bovino

He is the go-to US accounting and tax advisor for my immigration law clients - especially the ones coming from Canada. He knows his stuff and treats them (and me) like VIPs. Highly recommended!

Nicholas Scalice

He is a true professional and has helped me with accounting, bookkeeping, and seeing exactly what we need to do with our business finances. Highly recommended!

Markus F

He was recommended to me and I definitely don´t regret working with him. Service was perfect and he also goes the extra mile which most won´t do! 100% recommendation!!

FAQs

How is The Fractional CFO CPA different from a regular CPA firm?

We go beyond compliance and tax filings — providing CFO-level strategy, proactive tax planning, accurate bookkeeping, and hands-on guidance that drives profitability and growth.

Can you help me plan for both short-term needs and long-term goals?

Yes — through strategic planning, we create a clear roadmap covering 12–36 months, aligning immediate actions with your future vision.

Will you work with my existing accounting or bookkeeping team?

Absolutely. We can collaborate with your in-house or outsourced team, ensuring your financial data is accurate, timely, and decision-ready.

How can you help me reduce my taxes legally?

Our Tax Planning & Advisory services identify deductions, credits, and entity structures that lower your tax bill while keeping you fully compliant.

Can you take over if I have IRS issues or an audit notice?

Yes — we can step in at any stage, represent you directly before the IRS, and work toward the best possible resolution.

How do you ensure my business stays tax compliant year-round?

We track deadlines, monitor legislative changes, and proactively adjust your tax strategy to keep you compliant while avoiding penalties or surprises.

Can you handle CFO responsibilities and tax compliance together?

Yes — we provide both strategic CFO services and complete compliance support, ensuring your business runs profitably while meeting all financial and tax obligations.