Get A Fractional CFO, Tax Strategist And Bookkeeper So That You Can Make Smarter Decisions And Scale Faster -
All For One Monthly Price That Costs Less Than An In-House Hire
Dealing With Unresponsive Accountants
You’re constantly waiting days or weeks for answers to simple financial questions, You feel like you’re doing more chasing and reminding than getting real guidance, and it’s holding you back.
Wasting Hours Trying To Figure Out Your Numbers
You’re staring at spreadsheets and dashboards wondering if you’re actually profitable. You know the data is there, but you don’t have clear financial insights to make confident decisions about growth or hiring.
Spending $100k+ On In House Accounting Team
You know you need a better accounting system - but hiring an in-house team feels unnecessarily expensive and risky. You want expert financial support without the overhead and management.

We don’t just file. We build and maintain a customized tax strategy designed to maximize savings year-round, not just at tax time.

Our team responds to all Slack messages within 24 hours, so you’re never left waiting for clarity on key financial decisions.

You’ll have a senior strategist who understands your business model, investments, and growth goals - no handoffs or generic advice.

We use detailed analysis and scenario modeling to uncover overlooked deductions, entity structures, and wealth-building opportunities.

We'll identify five to six figures in annual tax savings in your first engagement - and compounding results on an annual basis.

You’ll get a customized quarterly action plan so you can implement the strategies on your own (or have us help you personally)
"Gave Me Tons Of Piece Of Mind"
"Kyle identified strategies that saved me 5 figures in taxes even though I already had a CPA - he's the real deal and I'd recommend him to anyone" - Drew, Sales Consulting Agency


Fill out the form where we'll get access to your books, past tax filings and goals

First call to set the terms for the engagement, what to expect, and getting started

Monthly calls where we set targets, track KPI's and create a 30+ day action implement it

Quarterly calls where we ensure you're structure and tax strategy is optimized

We continue dialing in your accounting and finance systems to drive bigger results together

Tax Savings Assessment
First, we'll deep dive into your books and tax filings to see what's working and what can be improved. This lets us identify the highest leverage strategies for you specifically from day 1.

12 Month Custom Tax Plan
Next, we'll use the assessment to build a clear, step by step roadmap to reduce your tax burden and increase cash flow. You or your tax pro can put this into action right way.

Implementation
Finally, we can provide ongoing strategic support to implement the tax plan for you. When you partner with us, you'll quickly compound strategies to save even more money.
Education
Bachelor of Science in Finance w/ Minor in Economics
Enrolled Agent, licensed to practice before the IRS
Experience
Worked 4+ years on finance team at Fortune 100 company
Helped drive millions in incremental sales & profits

It’s a personalized review of your business and personal finances to uncover legitimate tax deductions, credits, and strategies you may be missing or should be taking advantage of - often saving $15k–$50k+ per year.
We are industry agnostic, but this assessment is designed for business owners with 7-figure+ revenue — including agencies, consulting/coaching firms, and ecom brands — who want to reduce both business and personal taxes.
Video at top of page explains pricing
A traditional CPA typically operates reactively - handling your taxes and books but offering little tax strategy. We give you:
> A tax assessment and custom plan that finds 5+ figures in savings right away
> A tax strategist who works year round to reduce taxes before you file
> Fast support via slack within 24 hours
With us, you get a measurable ROI from the first engagement.
Absolutely. All strategies are fully compliant with IRS and state regulations. We only focus on deductions, credits and strategies that business owners are legally entitled to take.

For Business Owners:
Schedule A Call To Learn How We Use Our Comprehensive Tax Assessment To Find Hidden Money Leaks And Implement Strategies To Make More Money.

Copyrights 2025 | Capital Hawk Financial LLC | Terms & Conditions | Privacy Policy