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TaxBooksCFO LLC · Chartered Accountants, CPAs and Enrolled Agents · All 50 states
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Accounting & Tax

Accounting and bookkeepingTax

CFO Advisory

CFO advisoryThe CFO Package

Transactions

Quality of EarningsFinancial due diligenceSell-side preparation

For CPA & EA Firms

White-label supportPractice succession

Firm

For CPA firmsInsightsAbout usRefer a clientAnodo early accessClient login Contact us

Tax · Accounting · CFO Advisory · Transactions

Financial expertise, beyond compliance.

Tax, accounting, CFO advisory and transaction support from one credentialed team of Chartered Accountants, CPAs and Enrolled Agents.

Talk with an advisor Explore our services
Featured Introducing Anodo Our financial intelligence platform shows where your business stands, where it is heading and what needs attention. Free early access. Join the waitlist

How we help

The work of a complete financial relationship.

Most businesses fragment their finances: a CPA for tax, a separate bookkeeper and a referral when a transaction appears. We bring it under one credentialed team.

Books · Close · Reporting

Accounting

Financial records management can trust: month-end close, statements, payroll and bookkeeping on the platforms you already use.

Explore Accounting
Returns · Planning · Representation

Tax

Preparation and judgment around the broader picture. Individual and business returns, notices and audits, all entity types, all states.

Explore Tax
Planning · Cash flow · Decision support

CFO Advisory

Senior financial perspective without a full-time hire. Forecasting, cash, KPIs and board and lender reporting, alongside the books.

Explore CFO Advisory
Monthly pack · KPIs · Forecast

The CFO Package

A decision-ready monthly management pack prepared by our CFO advisors and powered by Anodo, our financial intelligence platform.

Explore The CFO Package
Quality of Earnings · Due diligence · Deal support

Transaction Advisory

Quality of Earnings, financial due diligence and sell-side preparation, kept inside the same advisory relationship rather than referred out.

Explore Transaction Advisory
White-label · Overflow · Succession

CPA Firm Partnerships

Capacity for CPA and EA practices under your brand, and structured succession for practitioners ready to step back.

Explore CPA Firm Partnerships
25+Years of combined experience
50States served, federal and multistate
CA · CPA · EACredentialed review on every engagement
1Integrated relationship for tax, books and advisory
Advisors and business owners in a working session
One team that already knows the business.

Our approach

Compliance is the starting point, not the finish line.

The returns get filed and the books get closed. The value is in what comes next: the forecast, the financing, the sale, the decision.

  • Fractional CFOCash flow strategy, management reporting and planning without a full-time hire.
  • Transaction advisoryQuality of Earnings, due diligence and deal structuring provided in-house, so the relationship does not reset when a deal begins.
  • One integrated engagementTax, accounting and advisory from a single team that already knows your numbers.

Who we serve

Four kinds of relationship. One standard of work.

Growing companies that need a finance partner

Books, tax and CFO advisory in one engagement, for owners who need senior financial judgment without assembling three separate firms.

Accounting Tax The CFO Package

Our standard

Every engagement is reviewed by credentialed professionals. Every number has to hold up to a lender, a buyer or the IRS.

The firm

Experienced professionals. Practical judgment.

A structured professional collective with more than 25 years of combined experience across public accounting, corporate finance, transaction advisory and CFO services.

CA

Chartered Accountants (ICAI)

Preparation, reporting and international tax capability, with US-based review on client-facing work and filings.

CPA

Certified Public Accountants

State-licensed CPAs with representation rights, compliance capability and sign-off on filings.

EA

Enrolled Agents

IRS-licensed specialists with unlimited representation rights for audits, appeals and collections.

CFO

CFO advisors

Senior financial professionals for cash flow, forecasting, reporting packages and board-level materials.

Transaction advisory

Buying or selling a business?

Price is a multiple of adjusted earnings, and lending is a multiple of cash flow. We make sure both hold up under someone else’s scrutiny.

Quality of EarningsSell-side and buy-side reports that defend adjusted EBITDA. Financial due diligenceEarnings, cash, working capital and tax exposure for buyers and lenders. Sell-side preparationAdd-back defense, working capital peg and a ready data room.
Advisors reviewing a transaction
Accounting firm team meeting

For CPA firms

Extend your firm’s capacity without extending your payroll.

Behind-the-scenes accounting, tax and advisory support for firms that need capacity without compromising client experience. Per-return or retainer, inside the software your clients already use.

Discuss a partnership
Senior practitioner in his office

Practice succession

A structured path to step back.

For retirement-minded CPAs and EAs. Operations move to TaxBooksCFO, client continuity is preserved, and terms are structured around your timeline.

Begin a confidential conversation
ANODO EARLY ACCESS

Run the business on facts.

Anodo is our financial intelligence platform and the engine behind the CFO Package. It shows where your business stands, where it is heading and what needs attention, with every figure traced to its source.

  • Position: cash today and what it really means
  • Outlook: forecast downside and buffer risk
  • Action: budget variances and what to do next
  • Free for businesses at launch, backed by our team
Join the Anodo waitlist About the CFO Package

Insights

Perspectives on tax, cash and deals.

All insights
Transactions

Quality of Earnings, explained

What a QoE report is, why lenders and buyers rely on it, and what it examines that an audit does not.
M&A

What buyers test in financial due diligence

The workstreams that move price, and how sellers can prepare for each one.
CFO Advisory

When does a business need a fractional CFO?

The signals that your company has outgrown bookkeeping alone.

Referral partners

Refer a client. We take care of them, and of you.

For SBA lenders, business brokers, exit planners, attorneys and CPA firms. Your client gets senior attention and a fast turnaround. You stay informed at every step.

10%of first-year engagement value paid to referral partners, under a written agreement.

Refer a client

Referral received. Thank you.

We will contact your client within one business day and keep you updated.

Contact

A confidential conversation, not a pitch.

Tell us whether you are a business owner, a CPA firm or a practitioner considering succession. A senior advisor reviews every enquiry and replies within one business day.

A CPA on our team replies within one business day. We never share your details.

Thank you. We have your request.

A confirmation is on its way to your inbox, and a member of our team will be in touch within one business day. If timing is tight, book a call directly.