Outsourced CFO Services For Businesses
Getting expert guidance for your business is more critical than ever. At American Tax & Business Planning we answer your questions.
Satisfactorily resolve your suspicions that you are paying too much in income tax?
Give you key information when you need it?
Help you scale your business to reach your growth goals and potential?
Provide answers to questions about systems, strategies and people necessary to optimize your business?
Strategic CFO Services
At American Tax & Business Planning, we will utilize the financial data compiled by your accounting and finance team to create customized solutions and establish solid growth strategies. In turn, this will help your company to increase profitability, increase efficiencies and obtain financing consistent with your goals. We utilize our real-world experience, industry knowledge, and expertise to implement strategic solutions that address a full range of challenges and opportunities.
We will be in charge of providing your business with strategic financial insights and guidance.
We will provide recommendations to help your business with:
• Maximizing cash flow
• Analyzing financial reporting
• Creating strategies based on your finances
We want you to be knowledgeable of your business’ past, present, and future financial health. That information should be backed by hard-numbers and reports that pinpoint areas to boost your business’ efficiency and discover room for growth.
Financial Analysis & Strategy
Our job as your Strategic CFO Partner is to perform regular in-depth reviews of your finances. We will always be looking for trends and processes that are inefficient and opportunities for you to make informed decisions for your business. We will develop a strategic framework to add value and improve the financial performance of your business. By providing a strategic focus, we are able to gain a competitive edge for your company in its industry.
American Tax & Business Planning
CFO Services
The advantage of utilizing Strategic CFO services by American Tax & Business Planning is that the synergies of our founders work together to develop comprehensive solutions to problems your business is facing today and the challenges your business has for the future.
Bruce Willey JD, CPA has over 30 years of experience as a small business owner and as a professional assisting clients in the day-to-day operations of all aspects of their businesses. For the last 15 plus years, Bruce has focused his services on identifying and teaching his clients about tax efficiency, managing tax spending for the accomplishment of personal and company goals and identifying ways to cost effectively implement growth strategies.
In addition to Bruce, his team also brings over 30 years of experience running operations and finances for multiple growth-oriented companies.
This unique combination of operational and financial expertise, creates comprehensive planning and implementation opportunities.