Nick S.

Tax Strategy & Accounting for Small Business Owners | EA

You're making good money in your service business. But you're probably also wondering where it's all going - and whether you're keeping as much of it as you should be. ^^That's the most common thing I hear from trades business owners doing $500K–$5M. If that sounds like you, keep reading. I'm a fractional CFO, EA, and tax strategist who works exclusively with scaling trade businesses: HVAC, concrete, electrical, roofing, plumbing, landscaping, and similar. I don't do a little bit of everything for everyone. I go deep with trades owners who are ready to get serious about their numbers. If you're here because you need business tax prep done right, I can help with that too. I run a full accounting firm for trades businesses that handles tax filing, bookkeeping, and compliance. If that's what you need, message me and we'll get you taken care of. Here's what I've learned working with trades businesses specifically: Most owners are great at the trade. Running the financial side of a growing business? That's a different skill set - and it's not what you started the company to do. The problem isn't that you don't care about your finances. It's that nobody has ever sat down with you and said: here's exactly where your money is going, here's what your jobs are actually costing you, here's what your tax situation should look like, and here's what to do about all of it. That's exactly what I do. My core offer is the Trades Profit Sprint: a 6-week CFO engagement where we meet once a week and work through your numbers together. By the end you'll know your real job margins, your break-even number, your tax strategy, and exactly what moves to make in the next 90 days. Most clients find more value in the first two weeks than what the entire engagement costs. After the sprint, many clients continue with an ongoing monthly CFO retainer where I stay in your corner as your numbers grow and your decisions get bigger. I can also help get you a better bookkeeping and tax filing solution if you need it. What I can help you with: - Fractional CFO — weekly or monthly strategic financial guidance - Job costing and profitability analysis - Tax strategy and entity optimization - Owner compensation planning - Cash flow clarity and forecasting - Hiring and equipment decision modeling - S-Corp election and structure optimization - Bookkeeping oversight and financial cleanup (through trusted partners) I work with sole owners only. If you have a business partner, I'm probably not the right fit. This engagement works best when one person makes the decisions and can move fast. Looking forward to connecting. Nick Sailer, EA, MBA Fractional CFO + Tax Strategy for Trade Businesses Skills & Keywords: Fractional CFO, Trades Business CFO, Tax Strategy, S-Corp Election, Job Costing, Cash Flow Management, Owner Compensation, Entity Structure, Financial Forecasting, Profit Optimization, Tax Planning, HVAC Accounting, Contractor CFO, Construction CFO, Enrolled Agent, Bookkeeping, Tax Filing, Tax Prep, Accounting.