Nolan O.

I help business owners get their accounting under control, reduce unnecessary taxes, improve cash flow, and make better financial decisions. I'm a Florida-licensed CPA with 15 years of experience in tax preparation, tax planning, accounting, and financial management. I also hold a Master's in Taxation from the University of Denver. What makes my approach different is that I'm not just a tax preparer or a financial advisor who delivers recommendations. I'm equally comfortable getting into the accounting records, identifying what's wrong, fixing problems, and taking ongoing responsibility for a company's financial operations. I've worked with businesses ranging from small, owner-operated companies to organizations generating over $100 million in annual revenue. My experience includes supporting a $100M commercial general contractor, a $5M homebuilder, and performing financial assessments for an $11M managed services company. Here's how I can help your business: 1. Tax Preparation, Planning & Strategy Business and individual tax preparation, S corporation and partnership taxation, multi-state tax planning, entity structuring, owner compensation strategies, real estate taxation, and proactive tax planning. My focus is on helping you meet your compliance obligations while identifying legitimate opportunities to reduce your tax liability. 2. Accounting Cleanup & Controller Services QuickBooks Online, NetSuite, historical accounting cleanup, bank and credit card reconciliations, month-end close, financial statement preparation, multi-entity accounting, accounts receivable/payable oversight, and financial controls. Whether your books are months behind or you need someone to take responsibility for your accounting department, I can help establish accurate, reliable financial reporting. 3. Fractional CFO & Financial Management Cash-flow forecasting, 13-week cash-flow models, operating budgets, expense reduction, profitability analysis, financial dashboards, and strategic financial planning. I work directly with business owners to answer questions such as: Where is our cash going, and what can we actually afford? Which customers, projects, or services are making us money? Where are we overspending? How much can we safely reinvest in growth? What needs to change to improve our financial position? 4. Industry-Specific Accounting & Advisory I have experience working with businesses across several industries, including: Construction & Specialty Trades: Job costing, WIP reporting, project profitability, cash-flow management, and financial reporting for bonding and financing. Real Estate: Rental property accounting, partnerships, multi-entity structures, real estate tax planning, and investment-related financial reporting. eCommerce: Shopify and marketplace accounting, inventory and COGS, reconciliations, margin analysis, and tax planning. SaaS & Technology: Revenue recognition, subscription-based financial reporting, cash-flow forecasting, KPI analysis, and financial planning. 5. M&A, Business Acquisitions & Exit Planning Financial due diligence, transaction tax planning, financial statement normalization, working capital analysis, and preparation for acquisitions, financing, or business sales. What You Can Expect When Working With Me I believe business owners deserve more than financial reports they don't understand or recommendations that never get implemented. I take a hands-on approach to my engagements. That means understanding your business, identifying the most important financial issues, establishing clear priorities, and helping implement solutions. I communicate directly, explain complex financial matters in plain English, and focus on delivering work that creates measurable value. Whether you need a one-time accounting cleanup, help preparing and planning your taxes, an experienced controller to manage your finances, or ongoing fractional CFO support, I can structure an engagement around your specific needs. My goal is simple: to take financial problems off your plate, give you confidence in your numbers, and help you make better decisions about your business. If you're looking for an experienced CPA who combines technical expertise with practical, hands-on financial management, I'd welcome the opportunity to learn more about your business.