Services

Strategic finance built around your business

Tax planning, cash flow, reporting, and the strategy work in between, all handled by one tax-forward CPA who’s been working with service-business owners around Pittsburgh for over 25 years. One practitioner connecting every financial decision instead of three people with separate views of your books.

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Core Services

CFO-level strategy, tailored to your business

Three pillars shaped to where your business actually is, grounded in 25-plus years of working with service-business owners as both a CPA and a small-business owner myself.

Tax Strategy

Proactive tax planning that drives real savings

Tax doesn’t have to be the April surprise. I work the tax angle year-round so entity structure, owner distributions, and the timing of major decisions all line up before the calendar closes. The point is keeping more in your pocket through proactive planning. Depth flexes with the tier that fits.

Tax strategy mapped to capital plan
Owner ownership and pay decisions
Multi-state oversight when business expands
Working sessions with CPA and financial advisor

Talk About Tax Planning

Tax saved YTD $186K +24% vs prior year

Deduction mix

Operating 40% Depreciation 35% Credits 25%

Tax position

18.4% Effective rate

$412K Deductions +15%

$67K Credits claimed +32%

$142K Est. liability

Filing status

Filing	Status
Q3 941	Filed
Q3 State	Filed
R&D Credit	In Review
Annual	Pending

Annual filings

47/48 complete

Compliant All filings

Cash Flow Management

See your cash position 13 weeks out

A clean P&L doesn’t always tell you what’s about to hit the bank account. I keep a rolling thirteen-week view current, model what the year might actually throw at you, and tighten the working capital cycle so a slow month isn’t a crisis. You see what’s coming.

13-week cash visibility dashboard
Multi-scenario financial modeling
Working capital optimization
AP/AR and liquidity management

Talk About Cash Strategy

$Hands-on cash flow review and tax planning session with a fractional CFO in Pittsburgh$

Operations

Reporting that drives decisions, not just documents

Good reporting makes the numbers usable, not just accurate. I set the monthly close cadence, pick the few KPIs that actually map to how your business earns, and build a dashboard you’ll open more than once. How that gets built into your business is its own walkthrough.

Reporting cadence that drives accountability
KPI frameworks with baselines and targets
Executive dashboards you actually use
Financial infrastructure that scales

Fix Your Reporting

KPI dashboard

$1.24M Revenue +22%

68.4% Gross margin

$312K EBITDA +18%

24 Headcount +3

Revenue by service

Advisory 45% Tax planning 30% Compliance 15% Other 10%

P&L summary

Line item	Amount
Revenue	$1.24M
COGS	$392K
Gross	$848K
OpEx	$536K
Net	$312K

Report ready Q4 package

Also Available

Specialized services for specific needs

Budgeting & Forecasting

Annual budgets built on what the business is actually doing, refreshed every quarter so the plan stays current with how the year is unfolding instead of pretending it didn’t change.

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Strategic Planning

Growth scenarios, capital allocation, and the annual planning work that turns financial data into a direction you can actually move on.

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Systems & Automation

Bookkeeping that actually closes each month, AP and AR running on a rhythm instead of a fire drill, and a tool stack picked so the numbers are ready the moment a tax or cash decision needs them.

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