On Tap CFO
You’re a software or ecommerce entrepreneur trying to figure out answers to seemingly straightforward questions:
- “What type of entity should I be using to be most tax efficient?”
- “Are there personal expenses that could be going through my business? Can I use my home to save on business taxes?”
- “What are R&D tax credits and how do I take advantage of them?”
- “What is the best type of exit strategy I should be aiming for?”
You might have complexity like operating with international employees, or running multiple entities. You have $500k to $10M in revenue that needs review, optimization, and tax efficiency strategies.
Even Sam Altman has admitted he can’t read a balance sheet or income statement. It’s not a reflection of your capabilities as an entrepreneur. Paul Graham says avoiding mundane tasks can actually be a sign you’re focused on genuinely interesting problems.
What if you didn’t have to worry about your company finances and legal structures – knowing they were taken care of? What if you could focus solely on building your empire, with someone else handling the rest?
Imagine a dedicated partner who:
Optimizes your tax structures for maximum efficiency
Ensures your finances are accurate and you’re getting paid what you’re entitled to from all contracts
Cuts your costs and streamlines your setup
Gets legal contracts done and signed for you
Delivers everything in clear, plain English that you can understand.
I will provide you clear advice, tailored to your personal needs. I will take the time to understand your personal motivations and goals, offering aggressive (yet within the letter of the law) practical recommendations. And I’ll implement them for you.
Always available: I pride myself on being prompt and attentive – ensuring you get support when you need
Personalized service: I act as your sole point of contact
Customized offering: I do what your business needs; nothing generic or boilerplate
Example services:
One client needed help managing the cashflow and exit strategy of their mid-sized SaaS startup. I helped them create a financial forecast, and tracked their progress towards realizing their ideal exit. The financial oversight saved them from making spending and sales mistakes, understanding when to hire and what to charge.
Another client had a complex multi-entity setup across the US and UK and needed clear advice on how they could best restructure to pay a reasonable amount of tax, and efficiently set up new ventures. I helped them come up with a creative solution that avoids double taxation, saving hundreds of thousands in taxes, and implemented the new structure of their businesses.
- “What type of entity should I be using to be most tax efficient?”
- “Are there personal expenses that could be going through my business? Can I use my home to save on business taxes?”
- “What are R&D tax credits and how do I take advantage of them?”
- “What is the best type of exit strategy I should be aiming for?”
You might have complexity like operating with international employees, or running multiple entities. You have $500k to $10M in revenue that needs review, optimization, and tax efficiency strategies.
Even Sam Altman has admitted he can’t read a balance sheet or income statement. It’s not a reflection of your capabilities as an entrepreneur. Paul Graham says avoiding mundane tasks can actually be a sign you’re focused on genuinely interesting problems.
What if you didn’t have to worry about your company finances and legal structures – knowing they were taken care of? What if you could focus solely on building your empire, with someone else handling the rest?
Imagine a dedicated partner who:
Optimizes your tax structures for maximum efficiency
Ensures your finances are accurate and you’re getting paid what you’re entitled to from all contracts
Cuts your costs and streamlines your setup
Gets legal contracts done and signed for you
Delivers everything in clear, plain English that you can understand.
I will provide you clear advice, tailored to your personal needs. I will take the time to understand your personal motivations and goals, offering aggressive (yet within the letter of the law) practical recommendations. And I’ll implement them for you.
Always available: I pride myself on being prompt and attentive – ensuring you get support when you need
Personalized service: I act as your sole point of contact
Customized offering: I do what your business needs; nothing generic or boilerplate
Example services:
One client needed help managing the cashflow and exit strategy of their mid-sized SaaS startup. I helped them create a financial forecast, and tracked their progress towards realizing their ideal exit. The financial oversight saved them from making spending and sales mistakes, understanding when to hire and what to charge.
Another client had a complex multi-entity setup across the US and UK and needed clear advice on how they could best restructure to pay a reasonable amount of tax, and efficiently set up new ventures. I helped them come up with a creative solution that avoids double taxation, saving hundreds of thousands in taxes, and implemented the new structure of their businesses.
Clients who would be a good fit
Software and e-commerce businesses in the $500K - $10M revenue range that typically have some kind of international complexity, like a European entrepreneur with a US business.
Clients who wouldNOTbe a good fit
Businesses that need someone in person, or businesses that are very simple and stable and don't have cash flow issues, high growth, or complex international issues. Businesses that are too large and likely need or already have an internal team to manage these.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Type
Services Offered
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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6 Client Reviews
"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
3 Client Reviews
"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
