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What would your business look like with CFO Services in place?


Well first of all let’s define CFO services, shall we?

A Chief Financial Officer is, according to Investopedia, the position responsible for managing the financial actions of a company.

Sounds about right to me.

We also concur with the conventional thinking that a good CFO manages both finances and accounting.

That means tracking the “income minus the outgo.”

That means creative and enthusiastic tax planning tailored to the needs of the owner(s).

That also means being available to discuss major paradigm shifts, such as a major asset acquisition, meaningful personnel changes, and even product creation and marketing.

The way I use the term “CFO Services” has always been a holistic approach to your books and your taxes.

In harmony! 

The way I see CFO Services is as a broad-spectrum offering that allows my client to do exactly what it is they do for a living, period.

Comfortable in the knowledge that they’re keeping every dollar they’re entitled to without worry.

Think of a business as a magic box, if you will.

You put money into it on one side (expenses and asset purchases) …

Then, you take a larger amount of money out of the other side. 

The magic that happens inside the box is you.

The Hero of your Story.

Remember the movie “The Legend of Bagger Vance?”  

Matt Damon, Will Smith, Charlize Theron being beautiful as usual, with her silky southern accent?

This movie had a remarkable story about the possibilities available to us with a strong belief in ourselves.

Rannulph Junuh (quite a name there) was the hero, but this story took on weight because of the guiding influence of the Bagger Vance character.

Like a Yoda to his Luke Skywalker.

You are the hero of your business story.

But you know what?

The really good stories have a Guide Character.

Don’t they?

THAT is the role a CFO should perform in the Story of your Business.

Ensuring you maximize potential write-offs.

Changing your business’s tax structure to put thousands of dollars back into your business.

Structuring the way you take your hard-earned money from your business to ensure that April Tax Time is actually kind of fun.

Yeah, you read that right.


You got into your business because you, on some level, decided not only that you COULD do it, but that you WANTED to do it.

Whatever you tell people in jest, deep down, you love what you do

You are changing the world.

Stop, and marinate on that a second.

You are providing value that others appreciate, and they show you gratitude by exchanging their dollars for it.

Do I love what I do?

Oh…HELL yeah!

Saving people money gets me literally springing out of bed in the morning.

So, a final thought:

I do “just tax returns.”  All the time.

I do “just books” sometimes too.

I even “just do” a year-round S Corp tax program that saves people $1,000’s of dollars a year.

Imagine if you have all of this going for you, at a fraction of what this position would pay in a large company.

It just SOUNDS good, doesn’t it?

Let’s talk about it sometime…

That first call is always free, so...

…you literally have no reason not to.

Looking forward to talking to you soon!


Blog Archive

Please note: Some material may be time-sensitive and may no longer apply.
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  1. Posted on: 2021-08-31
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