Harmony CFO
Financial Solutions You Actually Need
Reliable
Trust in consistent financial support to guide you through challenges and opportunities with dependability and assurance.
Supportive
Lean on experienced professionals for empathetic assistance and guidance, providing comfort and confidence during challenging times.
Accessible
Gain easy access to dependable financial expertise and assistance, ensuring help is readily available when you need it most.
What we Do
We provide financial solutions that businesses and leaders actually need
Fractional CFO Expertise
Offering specialized financial expertise on a part-time basis, enabling businesses to access strategic financial guidance without full-time commitment or cost.
Controller and Bookkeeping Services
Managing financial records and providing oversight, ensuring accuracy and compliance to enhance financial transparency and decision-making for business leaders.
Tax Solutions
Streamling tax preparation for clients, offering a seamless experience. Providing audit defense, tax planning, and tactical consulting, ensuring tax compliance and liability minimization.
Personal Financial Management Services
Tailored financial stewardship services for successful individuals. From budgeting to tax prep, we guide towards debt reduction and achieving life goals.
Business Resources
Useful Resources for Business Leaders
What Is Tax Compliance
How does tax compliance, ensuring adherence to laws and accurate reporting, differ from tax evasion, which involves illegal avoidance of tax obligations?
Selling vs Cash Flow Exit Plans
What sets apart selling exit plans, aimed at lucrative ownership transfers, from cash flow exit plans, prioritizing consistent income streams?
When Should You Know Your Business Metrics
What distinguishes businesses where owners only grasp financial figures at tax time from those monitoring them weekly or monthly for informed decision-making?
Outsource vs Hiring Staff
What factors sway the decision between leveraging a fractional finance team for flexibility or committing to an in-house hire for dedicated financial control?
Who We Serve
Our purpose is to meet the needs of privately-owned businesses and their owners:
- By covering the essential financial and compliance needs nearly every non-public business entity has in common,
- Though providing leadership support and advising them both professionally and personally in their financial world, and
- When other CFO or professional tax services seem out of their league.
Our overall mission is to meet the needs of small and mid-size businesses of their leaders from startup to succession by bringing an irresistible cost:benefit ratio unmatched in the market.