• Fractional CFO Advisory & Business Growth Planning – High-level financial strategy for scaling and maximizing profitability.

• Budgeting, Cash Flow & KPI Analysis – Real-time financial insights for effective decision-making. • Audit & Compliance Readiness – Ensure financials are structured and ready for regulatory reviews.

• Tax Compliance Oversight & Risk Management – Ensure adherence to federal and state tax laws.

• DOR Liaison (Penalty Waivers, Late Filing Resolution) – Direct support for tax disputes, compliance violations, and penalty relief.

• Lender & Investor-Ready Financials – Financial reporting tailored for bank loans, grants, and investment funding.

🔹 Exclusive Add-On: Business Operations Support (Only for CFO Clients)

• CRM & Data Management – Organizing business workflows for better efficiency.

• Financial Administrative Assistantance – Assisting with financial documentation and reporting.

• Process Optimization – Streamlining business operations for efficiency and profitability.

✅ Licensed & Insured – Delivering financial compliance and leadership with security and professionalism.