STEVENPALMIERI
Your finances as the ownerYour finances as the companyPersonal credityour score and report, what a lender sees firstPersonal taxesfilings and anything open with the IRSPersonal financeswhat you own, what you owe, what you take homeYouguarantorcreditormanagerBookstrue books, kept current every monthBills and payrollbills, invoices and payroll posted inside your fileControllernumbers checked, filings out on time, the month closedCFOcash, plan, tax planning and the funding file
CFOYour finances as the company
STEVENPALMIERI

The Entrepreneur's CFO vs the quarterly tax plan

Do not buy a tax plan. Pay to keep your finances clean, and the tax plan comes with it.

There is a whole industry that sells owners a tax plan and bills for it every quarter. It was the frontier a year ago. It is out of date now, and most owners have not heard yet. When your books are kept clean every month, the tax strategy, the cash plan, and the CFO advice are not extra products. They are the natural result of the maintenance.

The Entrepreneur's CFO vs the quarterly tax plan
The quarterly tax-plan model
The Entrepreneur's CFO
What you pay for
A plan, billed every quarter, on top of whatever your bookkeeper charges.
Monthly maintenance of your finances. The advice is included.
What the books look like
Usually a twice-a-year catch-up, so the plan is built on numbers nobody trusts.
Clean every month, checked by a controller, closed on time.
When the tax strategy happens
In a meeting, a few times a year, from a template.
Every month, from your real numbers, as part of the work.
What changed
The plan was the expensive part because the bookkeeping grind made it rare.
AI now does the grind with us, so keeping you clean all year costs about what bookkeeping alone used to. The strategy rides on top.
The owner's side
Not in the plan.
Your credit, your tax file, and your IRS file are the foundation, fixed first.
Capital and growth
A plan does not get you a loan.
A clean file and true books do. That is the point of maintenance.
What you get in April
A bill and a surprise.
Nothing new. You already knew.

Pay us to keep your finances clean. The advisory, the CFO work, and the tax strategy are the natural outcome of the monthly maintenance. That is the new deal, and it is a better one.

Take the free Foundation Check
Book a free strategy session