TAX, ACCOUNTING & ADVISORY

CFO Services

Key Features

CFO Services

Running a growing business means more than tracking income and expenses—it requires forward-thinking financial strategy. Our CFO Services give you the insights, tools, and guidance typically reserved for large companies, customized for service-based businesses like yours.

Whether you’re navigating rapid growth, planning for expansion, or simply want to make smarter financial decisions, we act as your on-call CFO—without the cost of a full-time hire.

Who It’s For

Business owners earning consistent revenue who want clarity, control, and strategic direction to scale with confidence.

Key Benefits

  • Reduce tax liability with strategic planning
  • Identify overlooked deductions and credits
  • Align tax strategies with long-term financial goals
  • Minimize surprises with proactive, year-round planning
  • Gain clarity with expert guidance on complex tax laws

What’s Included:

  • Cash Flow Forecasting & Budgeting – Plan ahead with accurate projections to manage cash flow effectively.

  • Profit Strategy & Margin Analysis – Identify opportunities to increase margins and drive profitability.

  • Monthly or Quarterly KPI Reviews – Regular performance check-ins to track progress and adjust strategies.

  • Owner Compensation & Distribution Planning – Structure payouts in a way that supports both business growth and personal income goals.

  • Strategic Financial Guidance – Ongoing advice tailored to your unique objectives and evolving needs.

  • Support for Financing, Expansion, or Exit Planning – Guidance to help you prepare for growth, secure funding, or plan a smooth transition.

Why It Matters:

With our CFO-level support, you’ll stop guessing and start growing—with clear financial direction, better decisions, and more peace of mind.

Book a consultation with Campbell Tax & Accounting today!