Founder, CEO, CPA and CFO Business Consultant at Cultivate CPA. Our mission at Cultivate CPA is to creatively guide business owners to maximize profits and business value through innovative CFO and Tax & Exit Planning Services. We specialize in serving small to medium sized businesses between $2M-$50M in revenue where we can leverage the greatest value and impact to take their business to the next level.Are you struggling with: - Reactive, Gut-Driven, Poorly Informed Decisions - Increasing Revenue & Profitability - Building a Team that Engages your Business Goals - Paying too much in Taxes - Pricing Products and Services - Managing Cash Flow - Paying Too Much in Taxes - Retaining Key Employees - Selling Your Business for Max ValueOur CFO Services focus on our proven 1 Year Business Game Plan process to get businesses back on track to reaching their profit and value goals, including: - Understanding the Owner's Vision, Goals, and Challenges - Conducting a Business Evaluation - Preparing an Initial Business Valuation - Building the 1 Year Business Game Plan - Aligning the 1 Year Business Forecast & Budget - 1 Year Meeting Cadence - Creative Executive Strategy Sessions to Set the Long-Term Vision and GoalsOur Exit Planning Services focus on aligning the Business Owner's Advisor Team to center on the Owner's goals and vision for their exit by building the components of a customized exit plan, including: - Owner Objectives - Business and Personal Financial Resources - Maximize and Protecting Business Value - Ownership Transfer to Insiders, Family, or a Third Party - Business Continuity Planning - Personal Wealth & Estate PlanningOur Tax Planning Services focus on maximizing the tax savings for business owners (from $10k to over $1M+ per year!) including: - Deduction Review & Strategy Planning - Legal Entity Optimization - Retirement Options - Insurance Review - TCJA, FFCRA, CARES, ARP COVID Relief Bill Review - IRS & Court Cas References to Support Positions - Core Strategy Implementation - Tax Preparation - Quarterly Estimated Payments, Tax Plan Review