Our Services
Fractional CFO
Access expert financial leadership—without the cost of a full-time hire.
Fractional CFO services offer growing businesses the opportunity to gain high-level financial expertise with built-in flexibility. This model allows you to adapt your financial strategy to meet the demands of a competitive and ever-changing landscape—while keeping overhead low and value high.
At Urban Tax, our CFO services are comprehensive and customized. We support your business across critical areas like:
Financial planning and forecasting
Budgeting and cash flow management
Strategic analysis and scenario modeling
Financial reporting and decision support
Every engagement is tailored to your organization’s unique goals, ensuring our guidance aligns with your vision, not just your numbers.
Working with a contract CFO can dramatically improve your financial clarity and direction. We provide the insights and structure you need to make confident, data-informed decisions, drive sustainable growth, and maintain strong control over costs.
What sets us apart is our commitment to your success. At Urban Tax, we’re more than just financial consultants—we’re strategic partners who care deeply about the outcomes we help you create.
We deliver clear, actionable financial guidance when you need it most—so you can stop guessing and start leading with confidence.
Tax Strategy and Preparation
Smart planning now means more savings—and more opportunity—later.
At Urban Tax, we help business owners put proactive strategies in place today that lead to real tax savings tomorrow. Our year-round tax planning approach is designed to improve cash flow immediately, creating room to hire, scale operations, invest in equipment, or take advantage of new opportunities as they arise.
We offer a holistic blend of accounting, bookkeeping, and strategic tax planning—all tailored to the specific needs of your business. By understanding your full financial picture, we’re able to deliver truly customized, high-impact insights that go beyond compliance.
Our hands-on, relationship-driven approach means we get to know your business inside and out. This allows us to uncover unique opportunities, mitigate risks, and implement innovative strategies that help your business not just survive—but grow and thrive in a competitive marketplace.
Accounting & Bookkeeping
As a business owner, your time is incredibly valuable — and when you’re deep in spreadsheets and bank reconciliations, you're acting as the most expensive accountant your company will ever hire.
At Urban Tax, we help you reclaim your time and peace of mind. Our streamlined accounting and bookkeeping services allow you to focus on what matters most: growing your business, making strategic decisions, and doing the work you love.
We handle the numbers quickly, accurately, and with insight — so you don’t have to.
What We Offer:
Monthly Bank & Credit Card Reconciliations
Accounts Payable & Vendor Management
Payroll Processing & Compliance
Accurate, Timely Financial Statements
Custom Reporting Tailored to Your Needs
Let us manage the books — so you can lead your business with clarity and confidence.