Last updated: January 30, 2026 If you’re a business owner earning too much to contribute directly to a Roth IRA, the Backdoor Roth IRA and Mega Backdoor Roth
How Fractional CFO Works with Your CPA: Integration vs Coordination
Most businesses hiring fractional CFO services face a coordination problem they don’t anticipate. Your fractional CFO provides strategic financial guidance. Your CPA handles tax preparation and compliance. Both
Fractional CFO for S-Corps & Partnerships: Entity-Specific Financial Strategy
Most fractional CFOs understand basic business finance. Fewer understand the specific complexities of S-corporations and partnerships. Reasonable compensation requirements for S-corps. Basis tracking and K-1 allocations for partnerships. Section 754 elections. Partner distribution rules.
Fractional vs Full-Time CFO: Complete Comparison & Decision Guide
You’ve decided you need CFO-level financial leadership. Now you’re facing the next question: fractional or full-time? The answer isn’t always obvious. A $15M business might thrive with a
When to Hire a Fractional CFO: 12 Signs Your Business Is Ready
Most business owners wait too long to hire CFO-level financial guidance. They hit $2M in revenue making decisions based on gut feel. They’re profitable but constantly surprised by
Fractional CFO Cost & ROI Analysis: Pricing Guide for Business Owners
Every business owner asks the same question after learning about fractional CFO services: “Is this actually worth it?” Fair question. You’re already paying for bookkeeping, tax preparation, maybe
What is a Fractional CFO? Complete Guide for Business Owners
Growing a business past $500K in revenue creates a problem most founders don’t see coming. Your bookkeeper hands you a profit and loss statement. You see the numbers.
Tax Advisory for Partnership Owners
Partnership taxation is uniquely complex. Unlike S-corps with straightforward salary/distribution splits, or sole proprietors with simple Schedule C reporting, partnerships require continuous basis tracking, allocation monitoring, and coordination
Tax Advisory for S-Corporation Owners
S-corp taxation creates unique optimization opportunities—and unique compliance requirements. Unlike sole proprietors or partnerships, S-corp owners have to navigate reasonable compensation rules, payroll tax optimization, QBI deduction thresholds,
Year-Round Tax Advisory: What Happens Each Quarter
“Year-round tax planning” sounds good in theory. But what does it actually mean in practice? For business owners considering tax advisory services, the question isn’t just whether ongoing