
Deep dive into your financials, entities, and current tax position
Clean up books and map out where money is leaking
Identify immediate tax-saving opportunities and fast cash-flow wins
You walk away from this phase with clarity: what you’re really making, what you’re really keeping, and where we can move quickly.
Build a custom CFO plan to increase profit and improve cash flow
Implement legal tax strategies to reduce what you owe going forward
Align your pricing, expenses, and pay structure with your income goals
This is where we start engineering more income and lower taxes—on purpose, not by accident.
Put your tax reduction roadmap into action
Monthly CFO reviews to track KPIs, cash, and tax savings
Adjust and refine strategies as your numbers respond
By Day 90, you’re not guessing—you have a CFO & tax team, a clear strategy, and a business that’s set up to earn more while legally paying less in taxes.