At BEC CFO, we help high-income individuals and business owners navigate complex tax challenges. Our tailored strategies minimize tax liability, ensure compliance, and optimize deductions and investments—so you can plan confidently and protect your financial future.

Our Financial Cleanup service ensures your records are accurate, organized, and ready for tax filing or ongoing accounting support. Whether you're a new client or need a one-time cleanup, we review and correct reconciliations, verify account balances, and align financials with prior tax returns. This process sets the foundation for reliable reporting and informed decision-making.

Our Fractional CFO Services provide strategic financial leadership without the cost of a full-time hire. We offer part-time access to seasoned CFOs who deliver expert guidance in budgeting, forecasting, financial analysis, and risk management—empowering your business to grow with confidence and clarity.

We’ll talk about your business, your goals, and what’s not working right now. No pressure, just clarity.

We’ll review your current tax, bookkeeping, and cash flow situation — then map out exactly how we can help you clean it up and grow.

From tax strategy to accurate books and CFO-level insight, we handle your finances so you can focus on closing deals — and building wealth.

With your financial house in order, you’ll know exactly where your money’s going, how to pay less in taxes, and how to grow smarter.