Proactive Tax Planning + Fractional CFO for Growing Businesses
Business owners with over $500K in revenue leave $30K–$100K on the table every year. We fix that.
Two Offers. One Team. Clear Strategy.
Two ways to work with Cornerstone: a structured Tax Planning Program for ongoing compliance and strategy, and a high-touch Fractional CFO engagement for owners who want deeper financial leadership. Fractional CFO availability is limited to 8–12 clients per advisor per year.
About Us
Program Clarity
Proactive Planning
Proactive Planning
A defined monthly deliverable set: bookkeeping, filing, and planning, so you always know what's getting done and why.
Proactive Planning
Proactive Planning
Proactive Planning
We plan throughout the year for deductions, compensation, estimates, and structure to avoid surprises and improve outcomes.
High-Touch CFO Support (Limited Seats)
High-Touch CFO Support (Limited Seats)
High-Touch CFO Support (Limited Seats)
Fractional CFO engagements are intentionally limited to 8-12 clients per advisor per year to protect response times and the depth of support.
Why Cornerstone?
High-Touch CFO Support (Limited Seats)
High-Touch CFO Support (Limited Seats)
Specialist with 10+ years in tax and financial strategy
- Licensed in Life & Health Insurance for integrated asset protection
- Specialized in Wyoming C-Corp, LLC, and Trust Structures
- Serving real estate investors, professional service firms, and business owners worldwide