Unified CFO strategy, tax planning, and accounting that grows with you.
A poorly structured business only bogs you down. Obtain clarity so you can focus on creating wealth and achieving personal freedom.
We believe that enduring businesses are built by reliable teams that deeply care about the people they work with and the businesses they serve.
By walking alongside our partners, we remove the financial guesswork of when to invest in the right opportunities, enabling you to dedicate your invaluable time and energy in business areas that matter most to you.
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You set your business and personal goals... we listen.02
Plan and optimizie for the long-term.03
What’s next?
If your financial “system” is a mix of QuickBooks, a spreadsheet, and vibes: you’re not alone. The issue isn’t that you’re doing anything wrong. It’s that your business grew up…and your finance function didn’t. If your numbers are late, cash feels unpredictable, or taxes are always a surprise, a fractional finance department gives you a staffed finance function for clean books + real planning at a fraction of in-house overhead. A fractional finance department is how growing businesses get the outcomes of an in-house finance team – accurate books, timely reporting, cash clarity, CFO-level planning, and coordinated tax strategy –
Quick summary (for busy founders) Why founders get burned in January (and how to avoid it) January feels far away in November. Then the clock flips, Slack is on fire, and you’re suddenly “prioritizing” a dozen immovable deadlines. The fix isn’t heroic energy; it’s calendar math and front-loading. Think of Nov – Dec as your Q1 pre-season: you install the playbook, test the gear, and set your starting lineup. When the whistle blows in January, you’re executing—not scrambling. CleverProfits POV: We treat November as your Operational Year-End Sprint. Accounting, payroll, tax, and CFO planning sync into one checklist so nothing
A practical, plain-English guide to depreciation for small businesses: bonus depreciation, Section 179, business vehicles, rental property schedules, cost segregation, and the de minimis safe harbor plus when to time deductions for maximum tax savings. TL;DR (for busy founders) Why depreciation isn’t scary (and why it matters to profits) Depreciation simply recognizes that business stuff gets older, and the IRS lets you deduct that loss of value over time. If you feel overwhelmed by the rules, you’re not alone; there are a lot of them. This guide distills what small and midsize business owners ask us most often so you
