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:
With our monthly CFO advisory program, you’ll stop reacting to problems and start steering your business toward predictable, profitable growth.
This program combines CFO-level guidance with bookkeeping, accounting, and tax strategy—all in one monthly package.
If you want your finances to drive decisions—not stress—this is for 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.