CFO Services
Strategic financial leadership without the cost of a full-time CFO.
Our CFO services are designed to help your business make smarter financial decisions, improve cash flow, and plan for sustainable growth. We provide high-level financial analysis, reporting, and guidance based on your specific business goals.
Services we provide based on client needs:
- Cash flow forecasting and management
- Budget development and financial modeling
- Strategic financial planning and goal setting
- Financial KPI tracking and reporting
- Profitability analysis and operational improvements
- Support with financing, investor relations, and major business decisions
- Executive-level financial reporting and advisory
Note:
- CFO services focus on strategic financial leadership and do not include tax preparation, tax planning, or day-to-day bookkeeping.
Tax Planning
Proactive strategies to minimize tax liabilities and strengthen your financial position.
At Axium CPA, tax planning is more than just estimating what you owe. It is about creating a custom, forward-looking strategy that aligns your tax position with your broader business goals. We help you stay ahead of tax obligations, reduce surprises, maximize savings, and plan with confidence throughout the year.
Whether you are looking to optimize your entity structure, take advantage of deductions and credits, or plan for a future business sale, we work closely with you to design a strategy tailored to your unique needs. Our approach is proactive, data-driven, and always focused on protecting your bottom line.
Services we provide based on client needs:
- Development of a personalized annual tax strategy
- Quarterly tax planning sessions and estimated payment guidance
- Entity structure review and restructuring for tax efficiency
- Identification and planning around deductions, credits, and incentives
- Strategic timing of income and expenses to minimize taxes
- Retirement plan tax optimization and planning
- Guidance on multi-state tax issues and nexus compliance
- Support for year-end tax planning decisions
- Audit risk analysis and mitigation strategies
Note: Tax planning services focus on strategy and projections. Tax return preparation is a separate engagement.
Accounting
Reliable, accurate financial records that give you the clarity you need to run your business.
Our bookkeeping services are tailored to maintain the accuracy of your financial data, providing a clear financial picture to support better decision-making.
Services we provide based on client needs:
- Monthly reconciliation of bank and credit card accounts
- Categorization and organization of income and expenses
- Accounts payable and accounts receivable tracking
- Monthly and quarterly financial statements
- Custom reporting based on business requirements
- Collaboration with your CPA or tax preparer for year-end reporting
Note: Bookkeeping services focus on accurate financial recordkeeping and do not include tax strategy, tax filing, or CFO advisory services.
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Business Hours
Mon - Fri 9:00 am - 5:00 pm
Sat - Sun Closed
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