CFO services
Exclusive business and CFO advisory services to elevate your success
Our strategic approach to business and CFO advisory services
Who's it for:
Business owners seeking high-level financial strategy, valuation, and deal flow analysis.
What's included:
- Everything in Controller Services, plus:
- Quarterly Growth Strategy Sessions
- Advanced Financial Modeling & Valuation
- Exclusive Access to Dan Nicholson’s Network
- M&A & Deal Flow Support
Results you can expect:
- Scale your business with precision.
- Access strategic financial insights.
- Optimize investments and wealth-building strategies.

Your custom CFO strategy roadmap
Scaling a business requires more than financial tracking—it demands advanced forecasting, valuation insights, and strategic planning to drive sustainable growth. Our CFO process provides a clear, data-backed roadmap to guide your next big move.
How it works:
Strategic deep dive
We assess your business model, financial risks, and scalability potential.
Growth & valuation planning
We build a long-term financial model, forecasting profitability and optimizing key financial levers.
Quarterly CFO strategy sessions
We analyze cash flow, deal flow, and investment opportunities to maximize business value.
Gain bestselling expertise, exclusively for your business growth
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Client success metrics
80%
increased their cash flow
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$56k
in tax savings
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90%
retention rate
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Book an intro call
Our business tax & accounting solutions
Book a call today
Our business tax & accounting solutions
Book a call today
Beyond CFO services:
The foundation for CFO-level strategy
CFO Services provide high-level financial strategy and forecasting, but true financial clarity starts with a solid foundation in tax planning and financial management. Our Tax Optimization and Controller Services ensure your business is positioned for growth, stability, and long-term success.
Tax optimization services
Minimize tax liabilities and maximize cash flow with proactive tax planning, quarterly strategy sessions, and real-time tax-saving strategies.
Controller services
Gain financial clarity and control with weekly bookkeeping, financial reporting, KPI tracking, and cash flow management.
Take control of your finances & keep more of what you earn
Stop overpaying in taxes and start optimizing your cash flow. We help purpose-driven entrepreneurs build smarter tax strategies, increase profitability, and legally and ethically reduce federal taxes by 25-100%.
Are hidden profits slipping through the cracks?
Find Out in 60 Seconds.
Our Wealth Type Assessment reveals hidden cash flow leaks and missed profit opportunities, giving you instant insights into where your business is losing money. This quick assessment pinpoints financial blind spots across three critical areas:
Cash flow optimization
Identify unnecessary tax burdens and inefficiencies draining your bottom line.
Asset accumulation
Uncover underutilized assets that could be fueling growth and wealth-building.
Task mitigation
Spot unseen risks that threaten long-term financial stability.
Take the one-minute assessment now and expose the opportunities hiding in plain sight. Your business's financial future starts with what you discover today.
Why are we trusted?
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John Smith
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Laura Williams
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Maxwell Evans
Financial Intelligence


Book a call today
Gain financial clarity and unlock hidden opportunities. Book a call today to start building a tax-smart, growth-focused financial strategy.

