For personalized financial guidance and unwavering support, contact us today.

Most Businesses Have a Tax Preparer. Few Have a Financial Partner.

Most Businesses Have a Tax Preparer. Few Have a Financial Partner.

If you're only reviewing your numbers at tax time, you're flying blind the rest of the year. At Sunrise Tax & Accounting, we partner with service-based businesses, contractors, healthcare providers, and non-profits to:

  • Set annual revenue targets
  • Track financial performance monthly
  • Adjust strategies based on actual results
  • Proactively reduce tax liability

With our monthly CFO advisory program, you’ll stop reacting to problems and start steering your business toward predictable, profitable growth.

A Monthly CFO Program Designed to Drive Results

  • Strategic revenue target setting for the year
  • Monthly review of financial statements
  • Profitability and margin analysis
  • Cash flow planning and forecasting
  • Tax optimization integrated into planning
  • Customized financial improvement roadmap
  • Ongoing performance tracking with adjustments
  • Unlimited support and advice throughout the year

This program combines CFO-level guidance with bookkeeping, accounting, and tax strategy—all in one monthly package.

This Program Is Built for Business Owners Who Want Financial Control

  • General contractors and remodelers
  • Coaches, consultants, and professional service providers
  • Restaurant owners managing slim margins
  • Healthcare practices expanding operations
  • Non-profits managing grants and programs
  • Farming operations in need of financial guidance

If you want your finances to drive decisions—not stress—this is for you.

Here’s How We Work With You

We start with a review of your financials and define your revenue + profit goals

Each month, we monitor your performance, identify issues, and course-correct

We review trends, adjust tax strategies, and keep your plan aligned to your growth

All of this is delivered through a monthly service that combines CFO-level support, tax expertise, and proactive accounting.