What types of businesses do you work with?
From solo consultancies to $10M+ firms, we support a wide range of industries including creative agencies, real estate teams, law firms, healthcare providers, and trade contractors.
How do your service packages work?
We offer customizable service packages based on your reporting needs, frequency of check-ins, and level of tax coordination.
Is tax strategy part of CFO support?
Always. Every model we build has a tax lens—from entity structure to compensation to year-end forecasting.
Do you work virtually or on-site?
Virtually, with full security. Most of our clients are fully remote and appreciate the flexibility.