Quarterly CFO Advisory · Jasper, GA & beyond
Quarterly strategy meetings that turn your numbers into decisions — what to charge, when to hire, how much cash you need, and how to grow without running the business into a wall.
Plenty of contractors grow revenue and end up with less cash. Jobs are priced off what the competition charges instead of what they cost. A new truck and two hires happen in the same month as a slow season. Profit exists on paper but not in the bank.
Large companies solve this with a CFO. Tax Pilot brings that corporate-level analysis to trade businesses through quarterly advisory meetings built on your actual books. We look at what's working, what's leaking money, and what decision you need to make next.
The details
A focused review of your results with clear action items — not a pile of reports.
Gross margin by job type, service line or crew so you know where profit comes from.
Check whether your rates and estimates actually cover true costs and overhead.
Plan ahead for slow seasons, big purchases and tax payments.
A short list of numbers that matter for your trade, tracked every month.
Model the impact of a new hire, truck or location before you commit.
How it works
We review your financials and set the key numbers to track.
Each quarter we walk through results and opportunities.
You leave with specific decisions and next steps.
We measure progress monthly and adjust.
Who we serve
Contractors, tradesmen and service-based owners who create wealth through honest work.
From a Tax Pilot client
“So happy I reached out to Tax Pilot. Nothing but a positive experience, good communication, and staying on top of everything throughout the year. Would highly recommend.”
Questions
A fractional CFO provides the financial strategy a full-time CFO would — budgeting, pricing, cash planning and growth decisions — on a part-time basis at a fraction of the cost.
If you have employees, multiple service lines or plans to grow, you're big enough. The decisions that matter most — pricing, hiring and cash — come earlier than most owners expect.
Our standard advisory includes quarterly strategy meetings, plus access to us between meetings when a big decision comes up.
Advisory is only as good as the numbers behind it, so it works best paired with our monthly bookkeeping. That's why both are included in our full-service packages.
Who you'll work with
Peyton Witt, CPA, built his career at Grant Thornton and on UPS's corporate tax team, working on Fortune 500 companies with billions in revenue. When he started helping small business owners on the side, he found nearly every return he reviewed was wrong.
He started Tax Pilot to give contractors and trade businesses the same level of expertise big companies get — from someone who actually understands their world.
More about PeytonLet's talk
Tell us a bit about your business and we'll reach out within one business day. No pressure, no jargon — just a straight conversation about your numbers.