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Startup CFO Services
Take Charge of Your Company’s Financial Future
You’re eager to expand your startup, but you’re not sure how to align your business moves with your growth goals.
With our startup CFO services, you’ll make all the right financial decisions to drive your business forward. Our professional finance advisors assist in:
- Setting up an accounting system and controls
- Reporting and navigating your current cash flow
- Forecasting and planning for your company’s future
- Strategizing for a money-saving tax season
- Optimizing your long-term profits
Start and Scale Your Business Strategically
Make Informed Business Moves
Get expert guidance to develop a strategic growth plan and avoid the compliance risks.
Keep More of Your Earnings
Save money during tax season with optimized tax strategies for incentives, credits, and deductions.
Scale Smoothly
Transition to full-scale accounting easily with our CPA-backed CFO services.
CFO Consulting for Early-Stage Companies
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Starting at $5,000/month
Saving Small Business Owners Time and Money
Just ask the CEOs we’ve helped in-person and online.
Alan Potrus is a fantastic CPA. He has a lot of experience and knowledge, and truly cares about each customer. Rather than a fast "one and done" approach, he takes the time to understand your business, ask detailed questions, listen to your goals, and help provide the best possible service. I'm happy to recommend Potrus CPA! 
Highly recommend to small business owners for bookkeeping. Alan is empathetic, organized, and thorough. I love that he reconciles my books weekly and offers courtesy phone calls to go over my numbers and my goals. I’m so grateful for Potrus CPA team! 
I highly recommend Potrus tax firm. He is very knowledgeable, efficient, friendly and treats you like family. Also, his fees are reasonable. I always recommend him to my family and friends. You will not regret dealing with him. 
I wish I'd found Potrus a decade ago. Alan and his team are thorough, dedicated, and trustworthy. If you are looking for a CPA who can take the burden of doing taxes off of your plate—so you can focus on building your business—then you've found him. 
Potrus Tax, specifically Alan and Kate, have been instrumental in streamlining our small business's finances. Their expertise in taxes and bookkeeping, coupled with their personalized approach, have saved us time and money. We couldn't be happier with the results and highly recommend Potrus Tax to any small business owner seeking a reliable and attentive partner. 
Our company had the pleasure to work with Potrus CPA - we highly recommend them. 
Set Your Small Business Up for Financial Success
Connect with our tax and accounting experts today to save time and money on your business finances.
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