SAVVY TAX STRATEGIES · ADVISORY DIVISION

SavvyCFO

Build Wealth. Your Fractional CFO. Profit — By Design.

Revenue is vanity. Profit is sanity. Cash is king. SavvyCFO turns your business into a wealth-building machine — month after month.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

 SavvyBooks

Clean Books. Clear Picture. Confident Decisions.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

BUILT FOR

$750K–$5M revenue

Profitable but cash-strapped

Ready to build real wealth

Done winging it financially

WHAT'S INCLUDED

Cash Flow Forecasting

  • $
    13-week rolling cash flow model
  • $
    Revenue & expense projections
  • $
    Cash gap identification
  • $
    Scenario planning (best/worst/base)

Profit First Implementation

  • $
    Full Profit First system setup
  • $
    Account structure & allocation
  • $
    TAP% roadmap to target margins
  • $
    Quarterly rhythm & reset calls

Virtual CFO Advisory Calls

  • $
    Monthly 60-min strategy session
  • $
    Financial review + decision support
  • $
    Growth & investment analysis
  • $
    On-demand access between calls

Budget Creation & Tracking

  • $
    Annual budget built with you
  • $
    Monthly actual vs. budget review
  • $
    Variance analysis & explanations
  • $
    Mid-year reforecast as needed

KPI Dashboard & Scorecard

  • $
    Custom 8–12 metric dashboard
  • $
    Job costing & margin by service
  • $
    Revenue per crew / job / vehicle
  • $
    Monthly scorecard delivered

Debt Elimination Strategy

  • $
    Business debt waterfall plan
  • $
    Interest cost analysis
  • $
    Payment prioritization roadmap
  • $
    LOC & equipment loan strategy

Owner Pay Optimization

  • $
    Salary vs. distribution modeling
  • $
    S-Corp payroll coordination
  • $
    Personal wealth extraction plan
  • $
    Retirement contribution strateg

Exit & Valuation Planning

  • $
    Business valuation benchmarking
  • $
    Value driver identification
  • $
    EBITDA improvement roadmap
  • $
    Exit timeline & readiness score
  • Enrolled Agent — highest IRS credential
  • Certified Tax Strategist (CTS)
  • Cash Flow Architect
  • 25 years in the trenches

GETTING STARTED — YOUR FIRST 90 DAYS

Weeks 1-2

Discovery & Baseline

  • $
    Financial deep-dive & assessment
  • $
    Profit First account audit
  • $
    Cash flow model kickoff
  • $
     Owner goals & exit horizon set

Weeks 3-6

Build & Configure

  • $
    Weekly check-ins as needed
  • $
    Budget & forecast built
  • $
    KPI dashboard configured
  • $
    Debt strategy drafted

Weeks 7-12

Rhythm & Results

  • $
    Bi-weekly check-ins
  • $
    First monthly CFO call
  • $
    Scorecard delivered
  • $
    Wealth-building plan live

Check-in frequency based on complexity and need. Most clients have a full financial model and wealth plan within 45 days.

WHAT LANDS IN YOUR INBOX EVERY MONTH

  • 60-min CFO strategy call
  • Profit First allocation check
  • Cash flow forecast updated
  • Debt paydown tracker
  • KPI scorecard delivered
  • Owner pay review
  • Budget vs. actual review
  • Action item summary

WHERE SAVVYCFO FITS — SAVVY BOSS FRAMEWORK

SavvyBooks

$

SavvyController

$

SavvyTax

$

SavvyCFO

SavvyCFO is the summit — where clean books, smart tax strategy, and real wealth planning converge.

Build wealth by design.

Book a free 20-min call

meetwithsavvy.com

Savvy Tax Strategies • 208-546-0911 • meetwithsavvy.com • EA • CTS • Cash Flow Architect