Pricing
Choose the support your business needs: tax strategy and advisory at $500 a month, or financial leadership with Dan through fractional CFO services. Starting at $2,500/month for CFO support.
$500 a month
One business return and the owner's personal return, quarterly advisory meetings, and questions whenever they come up. Month to month, no contract.
Starting at $2,500/month
Work directly with Dan on monthly financial review, a rolling cash-flow forecast, budget variances where appropriate, KPIs, and follow-up on agreed initiatives.
One scheduled monthly meeting of up to 60 minutes, plus reasonable email and phone access between meetings.
Tax preparation and the separate tax advisory package are not included. Bookkeeping and day-to-day accounting remain with your team.
Three-month initial engagement; month-to-month thereafter.
See what fractional CFO work coversTax advisory focuses on tax planning and returns. Fractional CFO support focuses on financial performance, forecasting, and management decisions. The packages have separate fees and scopes.
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Work directly with the CPA who prepares your return. Businesses that need ongoing financial leadership can also explore fractional CFO services.
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Contractors and construction owners doing $2M or more annually, and established business owners with enough moving parts that once-a-year filing stops being enough. If your tax situation is straightforward, this is more than you need and Valor will say so.
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Bookkeeping. Valor refers that work out so the records stay current and the tax conversation stays focused on decisions.
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A short call about the business, what's creating pressure, and whether the fit is right. If it isn't, you'll get a straight answer.
Valor requests your prior-year returns, depreciation schedules, and carryforward detail. If it's easier, Valor contacts your previous accountant directly. You don't chase paperwork.
Reading the last few years of returns is where most of the value shows up early. What was filed, which elections were made, what's still open, and where the treatment stopped matching the business.
Not a sales call. What the review turned up, what's worth changing before year-end, and what to leave alone.
From there it settles into the normal rhythm: quarterly meetings, questions whenever they come up, and returns handled by the person who's been in your numbers all year.
Related resources
Choosing a Tax Pro
What the announced transaction means for an engagement review, which questions to ask your current firm, and how to decide whether staying or exploring a change fits your business.
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Contractor Tax Strategy
Ask a room full of contractors when they last talked to their CPA and most of them will name a date in the spring. The return got filed, a bill got paid, and everyone went quiet until next year.
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Choosing a Tax Pro
The signs a growing business may need tax advisory support, what to ask a prospective advisor, and how to plan a change around current responsibilities.
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Questions
One business return and the owner's personal return each year, quarterly advisory meetings dedicated to your company, and questions whenever they come up in between.
No. Valor refers bookkeeping out so the records stay current and the tax conversation stays focused on decisions.
Then this is probably more than you need. Book the conversation anyway and you'll get a straight answer about whether it makes sense.
Most businesses this size are S corps or partnerships, so the company's profit lands on your personal return. Planning them separately doesn't work, so Valor does both.
No. The tax strategy and advisory package is month to month, and you can stop whenever you want. Fractional CFO engagements have a three-month initial engagement, then continue month-to-month.
For the $500 tax strategy and advisory package, questions between meetings have no cap and no per-question billing. CFO support separately includes reasonable email and phone access for financial questions and decisions.
The $500 tax package includes one business return, the owner's personal return, quarterly advisory meetings, and questions between meetings. Fractional CFO support starts at $2,500/month and includes monthly financial analysis, a rolling forecast, one monthly meeting of up to 60 minutes, reasonable access, and follow-up. Tax preparation and the tax advisory package are not included in the CFO fee. Bookkeeping is separate from both.
Next step
Tell Valor what kind of business you own, where the complexity is showing up, and what you need to make cleaner decisions this year.