Accounting, controller, tax and CFO functions — held together in one accountable relationship, sized to how complex your business actually is.
CAC replaces fragmented bookkeeping with one accountable team that closes the books, manages cash, and tells you what to decide next.
Growing businesses eventually outgrow basic bookkeeping. The owner becomes the de facto CFO — without the time, tools or team to do that job well.
Financial reports arrive too late to guide decisions.
No reliable forward view of cash, working capital or obligations.
Profitability is not consistently measured by client, job or service line.
Tax planning occurs after major decisions have already been made.
Accounting, payroll, tax and reporting operate in separate lanes.
Banks, contracts, hiring and expansion demand stronger financial controls.
CAC closes the gap between bookkeeping and a full internal finance department.
One integrated financial-management relationship. One accountable team — scaled around the complexity of your business.
Reliable books are the foundation. Management visibility is the objective.
Move from recording transactions to actively managing financial performance.
A proactive tax relationship led by an Enrolled Agent and Certified Tax Coach.
Financial leadership without the cost of a full-time CFO. We don't just report what happened — we help decide what happens next.
A disciplined cadence that converts financial data into management action.
Understand the business, systems, risks and decision needs.
Set priorities, reporting standards, controls and tax strategy.
Close the books, report performance and monitor cash.
Interpret results, test assumptions and make forward decisions.
Align tax planning, capital needs and next-year priorities.
Monthly retainers scale with complexity, transaction volume and advisory requirements.
Illustrative scenario, based on the typical engagement pattern. Client-specific results vary; documented case studies available on request.
Financial Management · Tax Strategy · Fractional CFO Advisory