Your Trusted Financial Partners

We empower business owners with $2-20 million in revenue with all the financial tools and strategies you need to thrive, under one monthly membership. Whether you're seeking to optimize your tax strategy or in search of expert financial guidance, we're here to support you every step of the way.

Tax preparation with calculator and tax forms on Cavin CPA's desk, exemplifying detailed financial services

Our  Process

Discovery Meeting: Let's get to know each other! We'll gather some information about you and your business and schedule a discovery meeting to assess your needs.

Tailored Offer: Based on our discussion, we'll present a personalized proposal designed to meet your specific requirements.

Implementation: Once you've gone through on-boarding, we'll begin implementing our CFO, tax strategy, and bookkeeping services to set you on the path to success.

Ongoing Maintenance: Our commitment doesn't end after implementation. We'll continue to meet regularly to monitor your progress, making adjustments and pivoting when necessary to keep you on track towards your financial goals.

Take A Look At
Our Services

Tax Strategy

Maximize your tax savings and minimize your risk with our personalized tax planning services.

Fractional CFO Services

Gain clarity and insight into your finances with our expert CFO guidance.

Bookkeeping

Keep your financial records organized and accurate with professional bookkeeping services.

Tax Preparation

Trust our experienced team to prepare and file your tax returns accurately and on time.

“My previous Tax "Advisor" (if I could even call them that) had me set up for Failure with Penalties and Fees! Stacy stepped in and relieved so much stress and pressure to the elements of my business I am not confident in. Now I can focus on the activities that drive my business instead of worrying about Tax laws.”

Joshua Jones,

Owner of JWJ Real Estate

“Stacy is amazing to work with. Very knowledgeable and professional. She has helped me with my business since year one, and I couldn't be more grateful for all the expertise she has to offer.“

Eleisha Cortner

Owner of Little Husky

Ready to Get Started?

Schedule a discovery meeting today to take the first step towards financial empowerment. We're here to help you navigate your financial journey with confidence and clarity.

Cta Image

Download Our Tax Strategy Booklet

Take control of your finances with our comprehensive tax strategy booklet. Learn valuable insights and strategies to optimize your tax position and maximize your savings.