A briefing before our call Your CPA files taxes.We build wealth.
Today CFO is the complete outsourced finance department for growing service businesses, bookkeeping, proactive tax strategy, and CFO-level guidance under one team, one invoice.
Why your numbers are quietly costing you money
Most growing businesses don't have a money problem. They have a visibility problem, and it surfaces in three predictable places.
- i.
You're overpaying in taxes
Your CPA files once a year. By April, every decision that could have cut your bill is already made. Compliance isn't strategy.
- ii.
You're flying blind on cash
Revenue looks fine, but the bank balance swings and you can't see what's coming. Decisions get made on gut, not numbers.
- iii.
Your books are a patchwork
A bookkeeper here, a CPA there, a spreadsheet you maintain at 10pm. Nobody owns the whole picture, so nobody's steering it.
A note from our founder
"I've spent my career obsessed with one question: where is your money going, and how do we keep more of it? That's the whole reason Today CFO exists, to give growing businesses the proactive financial team most owners only get after they've already overpaid for years."
Tom Woolley, CPA · Founder
We diagnose before we prescribe
Not every business needs a CFO, and nobody needs the wrong service. So we don't pitch a package. We run a Financial Risk Assessment: a structured diagnostic that tells us, with data, exactly where you're leaking money and which fixes are worth the most. The numbers prescribe the plan, not a salesperson.
Six focus areas. One clear scorecard of where you stand, and what to fix first.
One team, every part of your finance department
Take only what you need, or hand us the whole stack. Either way, it's the same dedicated team and a single point of contact.
Bookkeeping
Clean, GAAP-ready books closed every month, so the numbers you decide on are actually right.
Proactive Tax Strategy
Year-round planning that cuts what you owe: entity structure, deductions, and timing, not a once-a-year filing.
Fractional CFO
Executive financial leadership, forecasting, cash flow, KPI dashboards, investor-ready reporting, without a $250K+ salary.
Financial Risk Assessment
The diagnostic that starts it all: a data-driven scorecard of your tax, cash, and growth risks with a prioritized plan.
Results, not just praise
"Today CFO found $127K in tax savings my previous CPA missed. They've done more for my business than any firm I've worked with in 20 years."
"I used to spend every Sunday night doing books. Now I spend it with my family. They handle everything, and I actually understand my numbers."
"Our books were a disaster. Today CFO got us fully compliant, streamlined everything, and made major decisions so much easier. Highly recommend."
Every testimonial is from a real Today CFO client. We shorten last names and show each client’s industry in place of their company name to respect their privacy, the same discretion we’d give you.
- U.S.-based CPAs, no offshore work
- Month-to-month, no long-term contracts
- Serving growing businesses since 2015
- Bank-level security & encrypted portal
What happens next
Four steps from this call to clean, proactive finances
We learn your business and estimate what you're overpaying.
We diagnose the numbers and score your six focus areas.
We prescribe only the services that move the needle.
Proactive tax, clean books, CFO-level guidance, month to month.
Come to the call with your numbers. You'll leave knowing your single biggest opportunity, whether or not we ever work together.