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.