Most owners juggle a tax person, a bookkeeper, and a banker who never compare notes, so decisions get made on stale numbers. Jeff Nash and his partner, Ben Trageser, own the full financial picture, turning scattered reporting into forward-looking strategy a growing business can plan around.
Every growing business reaches a point where the numbers outpace the systems behind them. Whether the goal is steadier margins, clearer reporting, or a confident next move, the practice meets owner-operated businesses where they actually are.
Revenue is climbing and the team is busier than ever, but the financial structure has not kept pace. This stage needs forecasting, discipline, and infrastructure that lets the business scale without straining what already works.
Learn more →The business is making money, yet the owner cannot tell which lines of work build margin and which quietly drain it. This stage needs dependable dashboards, real clarity, and a financial rhythm worth trusting.
Learn more →A sale, a merger, new capital, or a succession plan is on the horizon. As a Certified Exit Planning Advisor, Jeff Nash brings clean books, a defensible financial story, and a steady hand to moments that are too important to get wrong.
Learn more →The person handling taxes rarely talks to the one watching cash, and neither sits in on the decisions that actually shape the year. Each specialist optimizes a single corner while no one holds a coordinated view of the whole business.
The cost shows up quietly: tax positions that miss timing, cash decisions made without context, and a year that drifts off plan before anyone notices. Fragmented advice is rarely wrong on its own, but it leaves real opportunity on the table.
There’s a Better Way
Jeff Nash and Ben Trageser bring tax strategy, cash management, and reporting into a single decision-making process instead of three disconnected conversations. With decades of tax and strategic financial depth behind every recommendation, the practice gives owners one accountable team for the calls that matter most.
Jeff Nash, CPA, CFP, brings more than 25 years of experience helping business owners work through complex financial decisions with clarity. He holds a Master of Taxation from Mississippi State University and is a Certified Exit Planning Advisor, pairing deep tax expertise with the strategic perspective owners need to grow their companies and plan ahead with confidence.
Ben Trageser is a tax strategist who helps business owners navigate complex tax matters with practical, results-driven strategies. With experience at a Big Four accounting firm and an IRS Enrolled Agent license, he goes beyond compliance to optimize financial outcomes and support sound, confident decisions for the businesses he works with.
Onboarding is intentionally light. After a short first conversation and a look at recent financials, the practice can begin within days. When a situation is time-sensitive, Jeff Nash and Ben Trageser move faster to meet it.
Owner-operated businesses in the $1M to $10M range tend to gain the most from this work. That is the stage where the financial questions outgrow a bookkeeper but a full-time finance leader is hard to justify. If a business sits near that range, there are engagement levels built for that stage of growth.
The work is additive, never a replacement. A bookkeeper records what happened and an accountant files the returns; Jeff Nash and Ben Trageser focus on the forward-looking decisions those records inform. They coordinate directly with whoever is already in place so nothing falls between the cracks.
A consultant studies the business and hands back a report. A fractional CFO becomes part of how the business operates, joining the recurring conversations, owning the numbers over time, and staying accountable for where the plan goes next.
Engagements are built to fit the business and adjust as priorities shift, with no rigid lock-in. The right starting point depends on what a business needs now, which is exactly what the first conversation is for. You can also see how an engagement runs day to day.
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