A stitch in time
Choosing the right KPIs is easy. Looking at them on schedule is the work.
Read articleMost growing companies get compliance when what they need is leadership. Jeff Nash and Ben Trageser built this practice on the belief that owners deserve a finance partner who connects tax decisions to cash position and ties both to where the company is headed.
Bringing in this practice is not bringing in an outside advisor who hands over a report and moves on. Both partners read the engagement at the start, and the one whose strengths fit leads it. The way they work day to day is clear from the first conversation.
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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.
Every engagement starts with an honest look at the books, the cash position, and the reporting an owner relies on. Jeff Nash and Ben Trageser deliver a written read of what is solid, what is exposed, and where to focus next.
From there the practice puts the financial infrastructure a growing company depends on into place. Forecasts owners can actually act on, reporting that reads clearly, and a steady monthly rhythm the leadership team can plan around.
After that the relationship stays open-ended. Jeff and Ben join the monthly review, answer the call when an urgent decision comes up midweek, and hold themselves accountable for the financial side of the outcome.
Choosing the right KPIs is easy. Looking at them on schedule is the work.
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