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.
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.
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Get CFO-level leadership without the full-time cost — backed by CPA precision to boost profits, improve cash flow, and drive sustainable growth.
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.
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.
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.
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!
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!
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
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.
Yes — through strategic planning, we create a clear roadmap covering 12–36 months, aligning immediate actions with your future vision.
Absolutely. We can collaborate with your in-house or outsourced team, ensuring your financial data is accurate, timely, and decision-ready.
Our Tax Planning & Advisory services identify deductions, credits, and entity structures that lower your tax bill while keeping you fully compliant.
Yes — we can step in at any stage, represent you directly before the IRS, and work toward the best possible resolution.
We track deadlines, monitor legislative changes, and proactively adjust your tax strategy to keep you compliant while avoiding penalties or surprises.
Yes — we provide both strategic CFO services and complete compliance support, ensuring your business runs profitably while meeting all financial and tax obligations.