Advisory & Fractional CFO
High-Level Financial Strategy Without Hiring Full-Time
The Taxman provides strategic financial guidance normally reserved for large firms—delivered in a flexible, fractional model for growing small businesses. Get a sharp, numbers-driven partner who understands taxes, operations, and real-world entrepreneurship.
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What’s Included
- Monthly or Quarterly Advisory Calls;
Regular strategy sessions focused on your numbers, goals, and upcoming decisions—so you’re never guessing. - Profitability & KPI Dashboards: Clear, custom dashboards that show what’s working, what’s not, and where your profit is leaking.
- Cash Flow & Pricing Strategy: Guidance on pricing, margins, and timing of cash so you can cover today and confidently plan for tomorrow.
- Forecasting & Budgeting: Practical forecasts and budgets that tie directly to your real numbers—not just spreadsheets for the shelf.
- Owner Compensation Planning: Help structuring a smart mix of salary, draws, and distributions so you’re paid well and taxed efficiently.
- Multi-Entity Structuring Guidance Advice: on separating operations, real estate, and investments across entities for risk management and tax efficiency.
- Tax Positioning for Long-Term Savings: Coordination between your strategy and your tax plan so you’re building for exit, wealth, and generational benefits.
Why It Works
Your business doesn’t need a full-time CFO—it needs the right advisor. With The Taxman, you get a seasoned financial partner who:
- Understands bookkeeping, tax, and strategy as one picture.
- Has real-world experience owning and operating businesses.
- Helps you move from reactive decisions to proactive planning.
- You get high-level insight without the full-time salary, benefits, or overhead.
Who It’s For
Book a Strategic CFO Consultation
- Growing small businesses that feel busy but aren’t sure where the profit is going
- LLCs, S-Corps, and partnerships looking for clarity on cash flow and owner payouts.
- Service businesses, contractors, trades, agencies, and real estate investors ready to scale.
- Owners who want their decisions guided by data—not gut feeling.
If you’re asking, “What should I do next with my money and my business?” this is for you
Ready for CFO-level insight without the full-time cost?
Partner with The Taxman for strategic advisory and Fractional CFO support tailored to your business.
