“Outsourced CFO” Services (Membership Retainer Plans)
You Get All the Benefits of a Full-Time CFO…
At a Part-Time Price!
At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the near $250,000 price tag (plus bonuses and benefits).
Congratulations if your business has reached this point!
We are pleased to be able to offer you the benefits of a CFO without the hefty price tag. Our part-time Outsourced CFO services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your company’s growth.
With our Outsourced CFO services, you can expect to see…
- increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business
- more time to focus on your business growth – developing new services, attracting new customers, and dealing with other core business issues.
- an enhanced understanding of the financial side of your business, giving you the power to manage the hard and true numbers of your financial picture to obtain the best benefit for your business.
- an expert to help guide you through tough business decisions and to help you clarify your business plan.
- a specialist who will train and manage your accounting staff, leaving you with one less aspect of the business to absorb your valuable time.
- enhanced budget preparation and monitoring.
- profitability analysis per type of products and service lines your business offers.
- tips and strategies for saving on taxes.
- assistance in long-range planning and the development and prioritization of goals.
- better cash management.
- a dedicated member of your team to interact with bankers, attorneys, vendors, etc.
- someone to review and negotiate everything from insurance policies to financing options and rates.
- the development of accounting procedure manuals.
- implementation of collection advice policies and procedures.
- analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities.
For most business owners, business tax planning feels like something you deal with once a year, usually under pressure, and right before a deadline. That mindset is expensive. After more than 10 years as a CFO consultant and tax strategist, and previously serving as an IRS agent, I’ve seen the same pattern over and over: businesses don’t overpay taxes because the rules are unclear, they overpay because they’re reacting instead of planning. Real tax planning isn’t about loopholes, it’s about aligning how your business operates, pays people, invests, and grows with the tax code working for you instead of against you.
If you’re a California business owner, investor, or entrepreneur, capital gains tax isn’t just a line item it’s a strategic risk. I’ve spent over a decade helping business owners navigate capital gains planning, and one thing is consistent: most people dramatically underestimate how much California takes. Unlike the federal system, California does not reward long-term investing with lower tax rates. That single fact changes how you should think about exits, portfolio rebalancing, and real estate decisions. This guide breaks down how long-term capital gains tax works in California in 2025, where business owners get burned, and what you can do to keep more of what you earn.
Before I dive into some year end tax strategies East Los Angelesbusiness owners can and should be making, I want to address some rumors and misinformation about the SALT workarounds that are available to some of our clients (though not all). Essentially, 22 states (as of this writing) have enacted legislation that enables business owners operating in a partnership or S-corp to deduct their state and local taxes (SALT) beyond the 10K cap that exists on federal returns. These are the states that currently provide this workaround in some measure:
