Fractional CFO / CPA Needed for Growing Small Business (Tax Strategy, Sales Tax, Inventory)
I own and operate www.tnymb.com a growing business doing approximately $300K+ in annual revenue, with plans to expand. I am looking for a proactive CPA or Fractional CFO who can provide ongoing guidance throughout the year—not just year-end tax preparation. What I Need Help With: 1. Tax Planning (HIGH PRIORITY) Ongoing tax strategy (not just filing) Guidance on minimizing taxable income legally Understanding impact on Social Security income (I am collecting early) Advice BEFORE I make financial decisions 2. Financial Oversight Monthly or quarterly review of P&L Help understanding true profitability Identify areas to improve margins and control expenses 3. Sales Tax Compliance Guidance on multi-state sales tax requirements Setup and ongoing compliance support 4. Inventory & Cost Management Help with inventory tracking and costing Understanding COGS and margins Systems or process recommendations 5. Business Decision Support Input on compensation (bonuses, contractors, etc.) Advice on setting up new business lines (e.g., product expansion) General financial guidance as the business grows What I’m Looking For: CPA or experienced Fractional CFO Experience with small businesses ($250K–$1M range) Strong knowledge of: Tax strategy Sales tax Inventory-based businesses Proactive communicator (this is critical) Someone who explains things clearly and simply