CPA on Fire - Concierge-Level CFO Services
CPA on Fire specializes in providing concierge-level fractional CFO services, tax strategy, and accounting advisory services for business owners.
5.0
Average rating
3
Client Reviews
$1,500 - $15,000
Monthly Retainer
N/A
Minimum Annual Revenue
N/A
Minimum Annual Income
What Our Clients Say
5.0
3 Client Reviews
Ron Hash
January 28, 2025
Experience working with CPA on Fire - Concierge-Level CFO Services
The CPA on Fire team has been amazing! I've used them for the past several years, and they have been super helpful and saved me a lot in taxes. They helped me navigate selling my startup and all the tax implications that come with that. They also helped me reply to the IRS when I got an audit notice. Honestly, they've been great! I'm really glad I found them and started working with them.
Reply
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Ryan O
January 31, 2025
Experience working with CPA on Fire - Concierge-Level CFO Services
I own a number of small businesses and have a rather complicated tax return... CPA on Fire has been wonderful in helping me grow and strategize over the years. They are talented, patient, and I trust them. Highly recommended.
Reply
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Meet The Team Behind CPA on Fire - Concierge-Level CFO Services
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
N/A
Minimum Annual Income
N/A
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ Financial Strategy Development
Our Ideal Client Profile
The ideal client for CPA on Fire’s Fractional CFO services is a growth-minded business owner who values strategy, clarity, and partnership. They’re ready to move beyond basic bookkeeping and want to understand their numbers to make smarter, data-driven decisions. They appreciate proactive financial guidance, regular communication, and accountability, and they view their CFO as a trusted advisor who helps them increase profitability, improve cash flow, and build a strong financial foundation to support sustainable growth.
We're Probably Not A Good Fit If
✗ Early-Stage or Hobby Businesses
How We Work
Transparent Pricing
CPA on Fire - Concierge-Level CFO Services's Tech Stack
About CPA on Fire - Concierge-Level CFO Services
At CPA on Fire, we understand that 7-8 figure business owners are operating at the highest levels. They don’t have the time (or the desire) to manage fragmented financial details or chase down outside professionals. They need A-level talent at their side, a team who operates with the same urgency, precision, and vision they bring to their own businesses. Backed by a team of 20 professionals and leadership from Big Four accounting firms, CPA on Fire delivers unmatched expertise and concierge-level service.
That’s why we built FINANCIALS FORWARD™, our proprietary (process) designed for leaders who want clarity, control, and confidence in a changing marketplace.
Current & Accurate Financials
We deliver real-time, reliable numbers so our clients always know exactly where their business stands. No waiting, no surprises.
Vision-Aligned Financial Plans
We take each business owner’s unique vision and translate it into a financial roadmap - with projections, forecasts, and measurable milestones - so growth is intentional, not accidental.
Tax Saving Strategies & Planning
Taxes are one of the largest expenses a business owner faces, and minimizing that burden requires foresight, creativity, and precision. Our team proactively designs and implements strategies to reduce tax liability while ensuring compliance. From entity structure optimization to advanced tax planning, we help our clients keep more of what they earn.
Done-For-You Execution
Unlike traditional firms that hand over reports and leave the heavy lifting to the owner, we operate as a true concierge partner. From accounting and tax to advisory and forecasting, we deliver done-for-you financial services at the highest level - so business owners can focus on scaling their vision, not managing their books.
We are not a transactional firm. We are a strategic ally to business owners who expect excellence, discretion, and proactive partnership. Our concierge-level service means we are always thinking ahead for our clients - so they can stay focused on growth, confident that every financial decision is supported by clarity and strategy.
That’s why we built FINANCIALS FORWARD™, our proprietary (process) designed for leaders who want clarity, control, and confidence in a changing marketplace.
Current & Accurate Financials
We deliver real-time, reliable numbers so our clients always know exactly where their business stands. No waiting, no surprises.
Vision-Aligned Financial Plans
We take each business owner’s unique vision and translate it into a financial roadmap - with projections, forecasts, and measurable milestones - so growth is intentional, not accidental.
Tax Saving Strategies & Planning
Taxes are one of the largest expenses a business owner faces, and minimizing that burden requires foresight, creativity, and precision. Our team proactively designs and implements strategies to reduce tax liability while ensuring compliance. From entity structure optimization to advanced tax planning, we help our clients keep more of what they earn.
Done-For-You Execution
Unlike traditional firms that hand over reports and leave the heavy lifting to the owner, we operate as a true concierge partner. From accounting and tax to advisory and forecasting, we deliver done-for-you financial services at the highest level - so business owners can focus on scaling their vision, not managing their books.
We are not a transactional firm. We are a strategic ally to business owners who expect excellence, discretion, and proactive partnership. Our concierge-level service means we are always thinking ahead for our clients - so they can stay focused on growth, confident that every financial decision is supported by clarity and strategy.
TRADITIONAL ACCOUNTING IS FAILING YOU.
Move your business forward with FINANCIALS FORWARD™, our proprietary process to build maximum wealth for you. Done at a concierge level: high touch, personalized, and proactive service model tailored to your unique needs and requirements for your ultimate success.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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