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
4
Client Reviews
$1,500 - $15,000
Monthly Retainer
$0
Minimum Annual Income
$0
Minimum Annual Revenue
What Our Clients Say
5.0
4 Client Reviews
Katie Pitts
December 9, 2025
Current client since 2025
5.0
Reason for working with CPA on Fire - Concierge-Level CFO Services
I chose to work with this vendor because I needed a partner who could handle the full scope of my financial needs with accuracy and strategic insight. Their expertise in bookkeeping, tax planning, and high-level financial decision-making stood out immediately. I was also looking for someone I could trust - someone who would bring clarity, reduce stress, and help me feel confident in the financial side of my business. They checked every box.
Experience working with CPA on Fire - Concierge-Level CFO Services
My experience has been outstanding. They are organized, proactive, and genuinely invested in helping my business thrive. Their support has not only improved my financial systems but has also given me the freedom to focus on the areas of my work where I’m most needed. I feel informed, supported, and confident knowing they’re managing such an important part of my business.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
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Sneh Parmar
July 23, 2025
Current client since 2024
5.0
Reason for working with CPA on Fire - Concierge-Level CFO Services
I chose CPA on Fire for their proactive approach to tax strategy and their deep understanding of entrepreneurial finances. The concierge model and access to a fractional CFO gave me confidence that I’d have expert guidance year-round, not just during tax season
Experience working with CPA on Fire - Concierge-Level CFO Services
Working with CPA on Fire has been a game-changer. Their team is responsive, strategic, and truly understands the needs of growing businesses. The fractional CFO support and personalized tax planning have added real value and peace of mind.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Working with CPA on Fire has been a game-changer. Their team is responsive, strategic, and truly understands the needs of growing businesses. The fractional CFO support and personalized tax planning have added real value and peace of mind.", "author": "CPA on Fire - Concierge-Level CFO Services", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
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
✔ Strategic Decision Support
✔ Financial Modeling
✔ Financial Systems Implementation
✔ Growth Planning
✔ Cash Flow Projections
✔ Mergers and Acquisitions Support
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
✗ Generating less than $500,000/year
✗ Cost-Focused Rather Than Value-Focused
How We Work
1
Define Your 3-Year Vision
Clarify your long-term goals and map out where you want your business to be in three years. We’ll help you align your financial strategy to bring that vision to life.
2
Build a Rolling 12-Month Financial Forecast
Develop a clear, dynamic forecast that updates monthly, giving you visibility into revenue, expenses, and cash flow so you can make proactive financial decisions.
3
Create Your Powerboard – Metrics & Benchmarks
We build a customized dashboard tracking your key performance metrics, benchmarks, and goals—so you can see exactly what drives your business success.
4
Implement Monthly Financial Reviews & Track Progress
We meet monthly to review results, track milestones, and take action toward your 3-year goals—keeping you accountable, future-proofed, and always moving forward.
Transparent Pricing
Fractional CFO
$1,500 - $15,000 Monthly Retainer
Move your business forward with FINANCIALS FORWARD™, our proven system to build maximum wealth through a high-touch, personalized, and proactive concierge approach tailored to your goals.
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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