Are you running a business … and
juggling taxes, books, and decisions
you’re not sure about?
Yeah, I see you.
Tap below to get
exactly the help
you need.
I run two firms that work hand-in-hand to support service-
based business owners like you:
Boutique CFO Advisory – for tax prep, strategic advisory,
and fractional CFO supportBoutique Books – for clean, monthly bookkeeping and tax
services for subscribed clients
Pick what you need below—or book a quick discovery call and
we’ll figure it out together.
Fractional
CFO Support
ADvisory Strategy
sessions
For service-based
businesses earning
$350K+ and ready to
scale. Cash flow
forecasting, monthly
strategic guidance,
and a partner who
sees the big picture.
For the business
owner who needs a
brain to borrow.
Entity structure,
pricing, compliance,
or owner pay all
done in one focused
session.
Tax
Preparation
All-inclusive tax filing
for individuals &
businesses.
Includes strategy,
audit protection, and
support all year,
not just in April.
Bookkeeping
Services
Monthly financials
you can trust with no
drama and no
shoeboxes.
Handled by our pro
team over at
Boutique Books.
🤝 Still not sure where to start?
I’ve worked with all kinds of clients—from scrappy first-time LLC
owners to high-earning entrepreneurs juggling multiple entities. If
you don’t see your situation exactly here, or you’re still unsure
which service is right, no worries.
We'll talk it out, and I’ll point you in the right direction.
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BOUTIQUE CFO ADVISORY INC.
Your vision. Our expertise. Strategic success.
hello@boutiquebooks.us | 831.637.1155