Services

The financial services your business actually needs

Tax planning, cash flow management, and financial reporting handled as one engagement rather than three separate relationships. Jeff Nash and Ben Trageser coordinate every part so the decisions a growing business makes are informed by the same numbers, and the scope adjusts to what the business needs at each stage.

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Core Services

What your fractional CFO delivers

Each engagement is built around where a business stands today, not a fixed checklist, and it is grounded in more than 25 years of tax and financial leadership that Jeff Nash and Ben Trageser bring to the work.

Tax Strategy

Advanced tax planning for growing businesses

Most businesses meet their tax position once a year, after the decisions that shaped it are already made. Jeff Nash and Ben Trageser work the other direction, planning entity structure, owner compensation, and distribution timing throughout the year so the company keeps more of what it earns. The depth of this work depends on the engagement.

Year-round tax strategy tied to growth plan
Owner comp and distribution timing
Entity choice that fits ownership goals
Coordination with the filing CPA

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Tax saved YTD $186K +24% vs prior year

Deduction mix

Operating 40% Depreciation 35% Credits 25%

Tax position

18.4% Effective rate

$412K Deductions +15%

$67K Credits claimed +32%

$142K Est. liability

Filing status

Filing	Status
Q3 941	Filed
Q3 State	Filed
R&D Credit	In Review
Annual	Pending

Annual filings

47/48 complete

Compliant All filings

Cash Flow Management

Cash flow forecasting and scenario planning

A business rarely fails because the work is bad. It fails because the cash ran out before the work paid off. The practice builds a rolling 13-week forecast that looks ahead instead of back, models how the position changes when revenue or timing shifts, and keeps working capital clear enough that an owner is never caught by surprise.

13-week rolling cash flow forecasts
Scenario planning (best/base/worst case)
Working capital optimization
AP/AR and cash conversion cycle management

Improve Your Cash Visibility

Business owner reviewing a cash flow forecast with a Fractional CFO during a planning session

Operations

Dashboards, reporting, and financial rhythm

Raw financial data is not the same as a clear answer. Jeff Nash and Ben Trageser build the reporting structure, the monthly close discipline, and the KPI dashboards that turn the numbers into something an owner can read at a glance and act on. It is the foundation the rest of the work stands on. See how this gets built into the business.

Reporting infrastructure built for decisions
Automated KPI tracking and alerts
Monthly financial narrative reports
Board-ready reporting packages

Upgrade Your Financial Infrastructure

KPI dashboard

$1.24M Revenue +22%

68.4% Gross margin

$312K EBITDA +18%

24 Headcount +3

Revenue by service

Advisory 45% Tax planning 30% Compliance 15% Other 10%

P&L summary

Line item	Amount
Revenue	$1.24M
COGS	$392K
Gross	$848K
OpEx	$536K
Net	$312K

Report ready Q4 package

Also Available

Specialized expertise when you need it

Budgeting & Forecasting

An annual budget built on the business’s actual conditions and refreshed each quarter, so the plan keeps pace with reality instead of falling behind it.

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Strategic Planning

Growth modeling, scenario analysis, and capital allocation that translate the financial picture into a forward-looking direction the leadership team can plan against.

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Systems & Automation

Accounting software selection, AP/AR automation, and tool-stack cleanup that keep financial operations running cleanly without manual work every month.

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