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Our focus is on helping 7-8 business owners better understand Strategic Giving. So they can make better business decisions, save money on taxes and create a lasting legacy

Strategic Giving

Your cashflow will thank you to have an expert on your team to focus on helping you make better decision's based on real numbers

Increase Profit

Profits will increase as you keep a tighter eye on your number

Increase Cash Flow

Save money and increase cash flow by having the right team


Significantly reduce expenses and increase profits by having a stronger team, allowing you to reinvest in your business

End of Month Review

Having a dedicated review with your bookkeeping team is essential to understanding your numbers

Monthly Reports

Having the right type of reports from your team is important when making key financial decisions.

Asset Protection

From protecting you against potential lawsuits to minimizing tax obligations, maintaining privacy, and diversifying your assets, we have you covered.

Become a Ghost

Reduce the amount of lawsuits & creditors coming after you. Reducing the target on your back.

Divorce Protection

Protection from a potential divorce or breakup with a significant other.     

Lasting Legacy

We will show you how to create more wealth and setup your legacy to last forever


Having the right charitable structure will enable you and your family to create a lasting legacy

Legacy Creation

Passing on your wealth to causes you believe in and support


Discover what we can do for you

Together CFO helped me clean up my books, create a budget and keep on top of my numbers.

— Larry S.

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Schedule a free consultation to discuss your goals with an expert