Fractional CFO and Tax Planning
Once the books are reliable, they can support better decisions. IBS provides part-time, senior-level finance support and year-round tax planning scaled to the size of your business, without the cost of a full-time executive.
Who this is for
- You’re growing and need budgets, forecasts, and reporting you can act on
- Cash flow is tight or hard to predict
- You’re preparing for a loan, an investor, or the sale of the business
- You want to plan taxes before year-end instead of reacting after it
What’s included
- Budgets, rolling forecasts, and cash-flow planning
- Management reporting and KPI development
- Proactive tax planning: timing, entity, compensation, deduction, credit, and estimated-tax considerations
- Business formation and growth guidance, coordinated with legal counsel where appropriate
- Capital and transaction readiness: models, reporting improvements, and documentation for lender, investor, or due-diligence conversations
Where engagements usually start
- Cash flow and working capital: a short-term cash forecast, working-capital review, and priority actions
- Management reporting: KPI definition and a concise monthly reporting package
- Capital readiness: forecast validation, documentation review, and a financing-readiness roadmap
- Tax planning: a mid-year projection, estimated-tax review, and entity and compensation considerations
IBS does not guarantee tax savings, financing, valuation increases, or transaction outcomes. Legal, investment, attest, and other regulated services are provided only when separately authorized and appropriately licensed.
Common questions
Start with a confidential consultation request. Request a consultation or call 612-839-4339.