No one knows small businesses better.
Get the bookkeeping, tax prep, and financial expertise from CFOs and CPAs every growing small business needs.
Book a Consultation
Small business finances, run by a big-league CPA.
CFO Anytime is run by Philip, a Florida-licensed CPA who holds a Master of Accountancy and trained inside the Big Four at Deloitte and Ernst & Young before going on to Wall Street and private equity. He started this firm for one reason: small and founder-led businesses deserve the same caliber of financial help that big companies take for granted.
That is what you get here. Clean, reliable books, a proactive tax strategy that keeps more money in your pocket, and a clear read on your cash flow, all handled with the same rigor a large company would expect, at a scale that fits your business. And you work with Philip directly, not a rotating cast of junior staff.
He is proactive rather than reactive, genuinely responsive, and speaks in plain English, not accountant. His job is to take the financial side off your plate so you can get back to running your business.
You outgrew a bookkeeper. You are not ready for a full-time CFO.
We sit in the gap — one team handling the books, the filings, and the decisions that move your business forward.
Accurate books, every month
Triple-checked monthly financials delivered on time, so you make decisions on real numbers instead of a gut feel.
Proactive tax planning
Year-round strategy that finds savings before year-end. Clients routinely surface five-figure deductions their old CPA missed.
Advice when it counts
From hiring to expansion, get a responsive US-based team that translates the numbers into decisions you can act on.
What our clients say.
“I never stress about taxes or receipts now. They set everything up and check in with helpful suggestions — and saved me $28k our first year from deductions my old CPA missed.”
Jason S., Bright Minds Investments
Everything you need, under one roof.
Bookkeeping
Expert CPA bookkeepers backed by powerful software — accurate books with the industry-specific reports and metrics that matter.
Get Your Books In OrderTax
We handle the whole process — federal and state filings, 1099s, and proactive planning — so you skip the paperwork and stop overpaying.
Get Your Taxes Done RightFractional CFO
From budgets and forecasting to fundraising prep, get the expert CFO guidance your business needs to scale with confidence.
Get Expert GuidanceSee what CFO Anytime can do for you.
Get the peace of mind that comes from partnering with our experienced finance and accounting team.