Stop Overpaying Taxes. Start Scaling Profitably.
We find the tax savings your CPA missed — then handle your books, tax, and strategic finance so you can focus on growth.
Trusted by growing businesses across industries
Your CPA Isn't Built to Make You Money
Traditional accountants file taxes once a year. By then, it's too late to save. Here's what's really costing you:
Reactive Tax Filing
If your CPA only calls at tax time, you're missing year-round strategies that could save $30K+ annually. Every month without proactive planning is money gone.
Flying Blind on Cash Flow
82% of business failures cite cash flow problems. If you don't know your 13-week cash runway, you're one bad month away from crisis mode.
Owner Trapped in the Books
You started a business to build something — not to reconcile QuickBooks at midnight. Every hour on bookkeeping is an hour not growing your company.
We Diagnose Before We Prescribe.
Start with our free Tax Savings Calculator to see what you might be leaving on the table. If there's a fit, we conduct a comprehensive Financial Risk Assessment™ — a 40-point diagnostic that identifies exactly where your finances need attention. Only then do we recommend services.
That's why our clients see results. We don't sell packages — we prescribe solutions based on data.
Your Path to Financial Clarity
We diagnose before we prescribe. No cookie-cutter packages — just a solution built for YOUR business.
Free Strategy Call
We learn about your business, your goals, and your pain points to see if we're the right fit.
Financial Risk Assessment™
Our 40-point diagnostic analyzes 12 months of financials to uncover gaps, risks, and tax savings opportunities.
Custom Solution
We present our findings and build a plan tailored to YOUR specific needs — no cookie-cutter packages.
Scale with Confidence
Monthly reporting, proactive tax strategy, and CFO-level guidance — so you focus on growth while we handle the numbers.
Everything You Need to Scale
One team, one platform. No more juggling vendors and praying the numbers add up.
Never Touch Your Books Again
Your books closed in 5 business days, every month. Investor-ready financials, real-time dashboards, and zero reconciliation headaches on your end.
Avg. close time: 5 daysKeep $47K More Per Year
Year-round tax strategy that catches deductions, credits, and entity optimizations your CPA files too late to use.
Avg. savings: $47K/yearA $300K CFO for a Fraction
Budgets, forecasts, board-ready reporting, and a strategic partner who knows your numbers cold — without the full-time salary.
Clients grow 2.4x fasterKnow Your Runway, Always
13-week cash forecasts and weekly reports so you spot shortfalls before they happen — and fund growth when the timing is right.
Zero surprise shortfallsReal Results from Real Businesses
Not vanity metrics. Revenue, tax savings, and time reclaimed.
Commercial GC Scaled from $1.2M to $4.8M While Cutting Tax Burden by 42%
"I was spending 15 hours a week on financial admin. Now I spend zero. Today CFO found $127K in tax savings my previous CPA missed — in the first year alone."
DTC Brand Recovered $87K and Closed Series A in 6 Weeks
"Our books were a mess. Investors wouldn't touch us. Today CFO cleaned everything up, found $87K we'd overpaid, and we closed our Series A in 6 weeks."
Built for Your Vertical
Industry-specific expertise means we understand the financial challenges unique to your business.
Construction & Trades
Job costing, WIP reporting, contractor compliance, and R&D tax credits most GCs don't know they qualify for.
Retail & E-Commerce
Multi-channel inventory reconciliation, sales tax nexus management, and SKU-level profitability analysis.
Professional Services
Revenue recognition, churn analysis, utilization tracking, and forecasting for subscription and project-based models.
Life Sciences
Grant accounting, R&D credit optimization, and financial modeling for clinical-stage and growth-stage companies.
Built by Someone Who's Been in Your Shoes
Today CFO was founded by Tom Woolley, who holds an Accounting degree, a Computer Science degree, an MBA, and has spent years in corporate technology and manufacturing. He built and sold a software company (acquired in 2011) before founding Today CFO in 2015.
His obsession? Cash flow. Every engagement starts with one question: where is your money going, and how do we keep more of it? That focus has helped hundreds of business owners save their first million — or their next million — for retirement.
Results, Not Just Praise
Every testimonial leads with a number — because that's what matters.
"Today CFO found $127K in tax savings my previous CPA missed. They've done more for my business than any firm I've worked with in 20 years."
"I used to spend every Sunday night doing books. Now I spend it with my family. They handle everything, and I actually understand my numbers."
"Our books were a disaster. Today CFO got us fully compliant, streamlined everything, and made major business decisions so much easier. Highly recommend."
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Ready to Stop Leaving
Money on the Table?
Most business owners overpay $30K+ in taxes every year. Find out what you're missing — in 60 seconds.