Retailers
CFO & Tax Services
Using strategy over spreadsheets, we get your numbers working for you.
Clarity, Long-Term Growth, and Partnership
You didn’t open your store to become a tax strategist or financial analyst. We help independent retailers make confident, profitable decisions with outsourced or fractional CFO services and year-round tax planning — all designed for the challenges you face every day.
This isn’t just about compliance. It’s about clarity, long-term growth, and having a partner who’s invested in your success.
Your profitability is our business model. And we’ve got your back.
Key Benefits
Intro text about the various benefits that come with using FMS for CFO and Tax Services
FAQs
- How does a fractional CFO help a retail business like mine?
- Can tax planning really help my store save money?
- Do I have to switch my accountant to work with you?
- What types of retailers do you work with?
How does a fractional CFO help a retail business like mine?
They give you strategic financial oversight — without the cost of a full-time executive — helping you forecast, budget, and protect margins.
Can tax planning really help my store save money?
Absolutely. We help you identify deductions, avoid surprises, and structure your business to reduce liabilities — with strategies tailored for retail.
Do I have to switch my accountant to work with you?
Not necessarily. We often complement your current CPA or bookkeeper with high-level financial planning and insight they may not offer.
What types of retailers do you work with?
We support a wide range — from hardware to home goods to pet stores — including single-location shops and multi-store businesses.
Let's Talk
Schedule a free consultation and see how strategic finance drives better business.