CFO Advisory | Roseville Tax Pro

CFO advisory

C-suite thinking.
Without the C-suite cost.

Growing businesses need financial leadership — but rarely need a $250K/year full-time CFO. Our fractional CFO service gives you an experienced financial executive on a part-time basis, embedded in your decisions without the overhead. Backed by the Taxes Served Corp advisory network.

What's included

Monthly financial statement review and executive commentary
Cash flow forecasting and working capital management
Budget development, variance analysis, and KPI dashboards
Lender and investor presentation preparation
SBA loan support and banking relationship management
Business acquisition due diligence and deal structuring
Pricing strategy, margin analysis, and profitability modeling
Exit planning and business valuation advisory

Ideal for

$1M–$20M revenue businesses Growth-stage companies Pre-acquisition targets Investor-backed firms

Talk to a CFO advisor See pricing

Fractional model

You get senior financial leadership at the level you need — a few hours a month or weekly embedded support — scaling as the business does.

Full-time CFO

$200K+

average annual cost + benefits + equity

Fractional CFO

Fraction

of the cost — same caliber of thinking

Backed by

Taxes Served Corp's national CFO advisory network — bringing cross-industry experience in financial services, healthcare, real estate, and technology.

Not sure where to start?
Start with a conversation.

Book a free 30-minute consultation. We'll assess where you are, what you need,
and what a full-service engagement would look like — no obligation.

Book free consultation File Now

(916) 426-7556 · 1504 Eureka Rd, Suite 325, Roseville CA · roseville.taxesserved.com

C-suite thinking —without the C-suite cost.

C-suite thinking.Without the C-suite cost.

Not sure where to start?Start with a conversation.

C-suite thinking —
without the C-suite cost.

C-suite thinking.
Without the C-suite cost.

Not sure where to start?
Start with a conversation.