On Tap CFO
Are You Tired of Paying for Confusing, Jargon-Filled Advice from Financial Advisors?
On Tap CFO
Are You Tired of Paying for Confusing, Jargon-Filled Advice from Financial Advisors?
Frustrated with:
- Paying $1,000 per hour for financial advice that leaves you with more questions than answers?
- Dealing with unresponsive advisors who seem always to be on holiday when you need them most?
- Getting passed off to deputies who do little more than repeat what you already know (and still charge you for it)?
- Receiving risk-averse advice that doesn’t align with your goals?
- Sitting through multi-party calls that took weeks to organize, that leave you feeling even more confused – only to receive a hefty invoice the next day?
Navigating Your Finances Shouldn’t Be This Hard
You’re a software or ecommerce entrepreneur trying to figure out answers to seemingly straightforward questions:
- “What type of entity should I be using to be most tax efficient?”
- “Are there personal expenses that could be going through my business? Can I use my home to save on business taxes?”
- “What are R&D tax credits and how do I take advantage of them?”
- “What is the best type of exit I should be aiming for?”
You might have complexity like operating with international employees, or running multiple entities. You have $500k to $10M in revenue that needs review, optimization, and tax efficiency strategies.
*
When it comes to legal structures, most entrepreneurs have the experience of navigating a maze in the dark. And most advisors are content with only telling you where the “walls” are – not doing anything to light the path.
You want better. Clear, proactive advice that harnesses your ambitions.
It’s not just about money. It’s the wasted time, occupation of your brainspace, and missed business opportunities – if you weren’t distracted worrying about this.
Imagine a World Where Finances and Taxes Are Simple
Even Sam Altman has admitted he can’t read a balance sheet or income statement. It’s not a reflection of your capabilities as an entrepreneur. Paul Graham says avoiding mundane tasks can actually be a sign you’re focused on genuinely interesting problems.
What if you didn’t have to worry about your company finances and legal structures – knowing they were taken care of? What if you could focus solely on building your empire, with someone else handling the rest?
Imagine a dedicated partner who:
- Optimizes your tax structures for maximum efficiency
- Ensures your finances are accurate and you’re personally getting paid what you’re entitled to from all contracts
- Cuts your costs and streamlines your setup
- Gets legal contracts done and signed for you
- Delivers everything in clear, plain English that you can understand.
Introducing “On Tap CFO”. Clear, Proactive, Attentive Financial Advice
I will provide you clear advice, tailored to your personal needs. I will take the time to understand your personal motivations and goals, offering aggressive (yet within the letter of the law) practical recommendations. And I’ll implement them for you.
- Always available: I pride myself on being prompt and attentive – ensuring you get support when you need it
- Personalized service: I act as your sole point of contact
- Customized offering: I do what your business needs; nothing generic or boilerplate.
Example services:
One client needed help managing the cashflow and exit strategy of their mid-sized SaaS startup. I helped them create a financial forecast, and tracked their progress towards realizing their ideal exit. The financial oversight saved them from making spending and sales mistakes, understanding when to hire and what to charge.
Another client had a complex multi-entity setup across the US and UK and needed clear advice on how they could best restructure to pay a reasonable amount of tax, and efficiently set up new ventures. I helped them come up with a creative solution that avoids double taxation, saving hundreds of thousands in taxes, and implemented the new structure of their businesses.
Frequently Asked Questions
How does the process work? What can I expect?
We will start with a deep-dive into your personal and business goals, financial and legal needs, and get acquainted with your business. I will provide clear, actionable advice tailored to your goals. In beginning to work together, what we set out will be implemented quickly and efficiently.
How much are your services?
My services are bespoke – starting at $1,000 per month, depending on the complexity of the setup for fractional CFO services. You’ll always know the cost of what we’re doing upfront – no surprises.
Do you do bookkeeping or tax prep?
No. I focus on strategic advice and implementation. But I can help you find the right people for bookkeeping and tax preparation.
Get in Touch
I’m selective in who I work with. I can’t work with many entrepreneurs – to ensure I provide the best possible service to those I partner with. To see if we’re a good fit, please schedule a 30-minute call today and I will get back to you within 24 hours.
If you’re on the fence about getting in touch: please do. And I look forward to chatting.
- Nikhil Tammineni, CPA
Founder of On Tap CFO
