A Special Offer For Our Friends at The Tech Tribe

FREE Tax Savings Estimate and 10% Off Recurring Services

Transform Your MSP’s Finances with Expert CFO Guidance

Save time, maximize profits, and confidently scale your MSP with strategic financial management—exclusively discounted for Tech Tribe members.

Image

Meet Kristen

Kristen Woolley is Today CFO’s Chief Tax Strategist, specializing in helping MSPs legally reduce their tax burden and reinvest savings into long-term growth. With deep expertise in tax planning for service-based businesses, she builds proactive strategies that boost cash flow and support sustainable scaling—all year round.

Image

Meet Kristen

Kristen Woolley is Today CFO’s Chief Tax Strategist, specializing in helping MSPs legally reduce their tax burden and reinvest savings into long-term growth. With deep expertise in tax planning for service-based businesses, she builds proactive strategies that boost cash flow and support sustainable scaling—all year round.

$350M+

Taxes Saved for Our Clients

450+

Businesses We've Helped Scale

18

Years in Business

26+

Awesome Team Members

A better way to manage & grow your business

As your business grows, our solutions grow with you, adapting seamlessly to each new challenge. Through full-suite integration, we provide clean financials, expert forecasting and advisory, and give you valuable time back—all with the support of a dedicated human to talk to. At every step, we empower your long-term vision, proactively anticipating and addressing obstacles to keep you on the path to success.

Why Our Customers Love Working With Us

"Bring them into your business"

Today CFO has done more for my business than any previous CPA firm. If you are not sure about hiring a firm that can do the services they offer then you need to do an opportunity costs assessment and you will realize that it is best to bring an asset, like them, into your business.

- Mark Dament

"I love how accessible they are"

Today CFO and their team are the best! I love how accessible they are if I have questions or need direction for major business decisions. They have streamlined my books, made us fully compliant and make tax time so easy. Highly recommend!

- Bob Hibbard

"Never been more stress free"

I used Today CFO to apply for the PPP loan during the pandemic and I couldn’t be happier with the service they provided. First of all, I got money, which most didn’t, and they made sure I asked for an amount that would be forgivable. Now they handle all of my accounting and I’ve never been more stress free!

- Randy Redmon