Fractional CFO & Tax Strategy for Growing Businesses: Scalable Financial Leadership Without the Full-Time Cost

Stop making big decisions based on "gut feeling." We help entrepreneurs master their cash flow, slash their tax bills, and reclaim 10+ hours a month to focus on growth

Why Businesses Choose RelyCFO

Running a growing business means more decisions, tighter cash flow, and higher stakes. You have outgrown basic bookkeeping, but you aren't ready for a $400,000 full-time CFO. RelyCFO fills that gap by providing board-level financial leadership that scales with you.

• 20+ Years of Executive Finance Leadership: Expertise from Fortune 500 and PE-backed environments applied to your small business.

• Real-Time Visibility: We replace "looking back" reports with forward-looking dashboards that tell you exactly where your money is going.

• Integrated Tax Strategy: We don't just file your taxes; we architect your business structure to protect your wealth year-round.

Our Core Services: From Compliance to Wealth Strategy

1. Fractional CFO Advisory: Your Strategic Navigator

When every decision impacts your bottom line, you need data you can trust. Our advisory services help you see the full picture—forecasting outcomes, weighing risks, and spotting opportunities before they slip away.
We help with:

• Strategic planning & growth modeling

• Board & investor reporting

• Pricing strategy & margin improvement

2. Tax Strategy & Planning: Proactive Wealth Protection

Most CPAs only tell you what you should have done. We tell you what to do now.

• Multi-Year Tax Roadmap: Tailored strategies to lower your effective tax rate permanently.

• Entity Optimization: Reviewing your S-Corp or Partnership structure to ensure it still serves your current growth.

• Quarterly Planning: Adjusting timing of income and expenses to avoid year-end surprises.

3. Tax Preparation: Precision Compliance

Accuracy is non-negotiable. We provide precision-grade filing to keep you 100% audit-ready.

• Sole Proprietor, Individuals, S-Corp & Partnership Expertise: Specializing in complex pass-through entity filings (Form 1120-S & 1065).

• Maximum Legal Deductions: We fight for every dollar you are entitled to keep under the OBBBA.

• Audit-Ready Documentation: Protecting your positions with the rigorous documentation the IRS requires.

Our 5-Step Accuracy Process

• Discovery & Diagnostic: We analyze your last 3 years of data to find hidden tax and cash flow leaks.

• Standardization: We clean your books and automate data flows for 100% reliable reporting.

• Strategic Alignment: We match your financial structure to your long-term business and personal goals.

• Active Implementation: We deploy 13-week forecasts and tax strategies immediately.

• Monthly Guidance: We meet regularly to turn your data into confident business decisions.

Proven Results

✅ Reduced financial closing from 10+ days to less than 5 days

✅ Driven Finance transformation programs - Restructuring, establishing finance teams, systems implementation

✅ Improved forecasting and planning process

✅ Implement tax planning strategies

✅ Mergers and Acquisitions - Integration of finance processes and teams

✅ Driven manufacturing strategy

✅ Establish supplier KPI – Driven $400M + cost reduction programs, establish supplier financing to improve working capital

✅Improved working capital through reducing past dues & robust inventory management

✅ Process documentation & risk mitigation – SOX compliance

Frequently Asked Questions

Does RelyCFO replace my tax preparer? We can! We provide precision tax preparation. However, if you love your current CPA, we act as the strategic layer on top—handling the high-level tax planning and CFO leadership they don’t provide.

What is the difference between a Fractional CFO and a bookkeeper? A bookkeeper records what happened in the past. A Fractional CFO looks at your future—using cash flow forecasting and tax strategy to ensure your business grows profitably.

How do we start?
It begins with a 30-minute discovery call to understand your business and create a tailored plan

Ready to Stop Guessing and Start Growing?

You don’t have to make big financial decisions in the dark. With RelyCFO, you get the strategic oversight of a Fortune 500 CFO at a fraction of the cost.

📞 Book your free strategy session today and get a clear, actionable plan for your business.

Does this sound like you?

You're making $2M+ in revenue but your 'gut' is your only financial dashboard," or "You're paying $50k in taxes and have no idea if it could be lower