Guiding
Your Growth

CFO Consulting Services for the Road Ahead

Do You Know Your Business?

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Your business feels great, but do you know if it is sound and scalable?

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How can you grow and make more—
without working longer hours?

leadership

The business needs your leadership, but numbers aren’t your thing!

Lead Your Business Like You Mean It.

You are an ideas-person, or a hands-on person or a people-person. Regardless of your leadership style, you still need to know your numbers to run your business. We can help.

For over a decade, we’ve helped business owners set up, run and grow their business while having fun at it!

We are a team of certified and experienced CPAs, accountants and bookkeepers in West Linn, Oregon. But there is more to us than numbers—we are also business owners, professionals, and parents who appreciate the challenges of balancing business and family. So, in serving individuals, small businesses, medium and enterprise organizations locally and nationwide, we always add generous doses of kindness to our expert CFO consulting services.

If you are looking for a true partner who offers your business and team leadership, guidance and peace of mind, count us in.

Our Promise to You

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Brains & Heart

Personalized tax advice from experts who listen while guiding you.

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Clarity & Guidance

Jargon-free guidance about your taxes and how you can max your refund.

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Peace of Mind

100% accuracy, clarity and confidence in your taxes so you have peace of mind.

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Stress-free Consulting Services

Outsourced CFO Services

  • Outsourced CFO services to guide profitable growth and management of key performance indicators.

Forecasting & Budgeting

  • Forecasting & budgeting expertise so your business can take advantage of opportunities, and foresee risks.

Day-To-Day Bookkeeping and Tax Management

  • Day-to-day bookkeeping and tax management. Done-for-you accounting solutions customized for your business.

Not seeing something you need?
Call (503) 657.6055 or fill this form to explore additional CFO consulting services.

Frequently Asked Questions

I have been in business for 5 years and I need help!

We know the feeling. We can help in many ways - save you time and money with done-for-you accounting and bookkeeping management,  help you with business planning and budgeting or be a brain on your team to guide you through the next 5 years.

My business is just getting started and I want to do it right.

Getting started with the right systems and habits is always better than trying to clean up after yourself. With our CFO consulting services, you get a dedicated expert from the get-go.

I feel great about my business. I need a growth partner I can trust.

Congratulations on your success as a business owner. Growth planning through budgeting and forecasting is the key to growing profitably. Let us know how we can help.

I am worried that my numbers are wrong!

You’ve taken the first big step - recognizing that your numbers may be off.  Our done-for-you bookkeeping and tax solutions can help you clean up, set up and manage your books and taxes for you.

I’m getting ready to exit my business, can you help me?

Exit planning takes time and strategy.  We are here to help make your exit both profitable and a smooth transition.

Have more questions?
Call (503) 657.6055 or use our contact form to get answers.

How Can We Get Started?

1

Request a Consult

Call (503) 657.6055 or use our Contact Form to schedule a free, 30-min no-obligation consult. We’d love to learn about your personal and/or business goals and concerns.

2

Choose a Customized Service

After the initial consultation, we will help you pick a customized service that gives you the highest value from our work together.

3

Enjoy The Results

Your dedicated consultant will guide you through a clear plan so you feel clear and confident about your numbers.

Business Hours

Monday - Friday 9 am - 5 pm PST
Saturday - Sunday CLOSED

*Hours may vary during tax planning and filing season. Extended consulting hours are available for qualifying clients.