Running a business is no easy task, and small business owners face a number of decisions and must juggle multiple tasks every day. With so many responsibilities, it can be hard for business owners to dedicate time to critical financial tasks, from minimizing tax exposure to maximizing return on investments.
This is where CFO Select comes into play. Simply put, we are experts in small business finance. Through our services, you get financial guidance and CFO insights without having to hire a full-time CFO. By relying on us, you can leverage the skills of a team of professionals with decades of experience so you can dedicate your undivided attention to your business.
Who We Serve
We specialize in serving small business owners in a variety of industries. These business owners are professionals who have worked hard to build their business and attain success. They wear a number of hats and don’t have a dedicated employee or department to focus on the critical but timely financial and tax duties a business requires.
They seek a third-party professional, rather than an in-house, full-time CFO, who can provide them personalized and objective guidance, advice, and services. We work best with those who value our services and would rather focus on their other tasks and leave us to handle their financial and tax needs.
What We Offer
CFO Select is analogous to a Swiss army knife — we provide a specialist to meet a particular challenge whenever necessary. Our services include tax preparation and consulting, risk assessment relating to life and property and casualty insurance, and other business planning services based on your needs.
Our team includes professionals with diverse backgrounds, from CPAs and tax professionals to advisors and legal experts. Our advisors focus on minimizing your tax exposure while maximizing the rate of return on the investments you have made in your business. Our legal team will provide strategic advice regarding the structure of your business, legal protection, compliance, human resources and the various agreements and contracts necessary in a growing business. Insurance and investment advisors will develop a comprehensive risk management plan balancing competing objectives based on your priorities.
Why Clients Choose Us
We provide a truly unique experience that sets us apart from other tax consulting firms. As our team includes a number of experienced professionals specializing in investment management, accounting, taxation, and business consulting, our interdisciplinary approach adds a broader perspective to all that we do, and allows us to offer a comprehensive suite of services all under one roof.
We focus on clearly explaining complicated tax and financial issues to our clients and strive to provide them with an understanding of our services and the value we aim to contribute to their success. Our extensive knowledge of tax laws allows us to identify options for reducing tax liability for small businesses. Rather than rely on a generic approach, we tailor our services to each client’s needs.
We believe every small business deserves an insightful approach to tax strategies that is as unique as they are. Whether you are looking for a comprehensive suite of services or require assistance with one area of your taxes, we can help. To learn more about what we offer and how we can help your business, set up a complimentary consultation with us. Fill out this form or give us a call at 801.495.2533 ext.104. We look forward to hearing from you.
Mark Fankhauser is a CPA and the founder of Suisse Business Advisors, providing risk assessment, tax preparation, consulting, and CFO services to small businesses so they can reduce their tax liability and dedicate their undivided attention to their business. He also works one-on-one with individuals to help them mitigate their taxes. He started his career in 1994 as a Senior Auditor at Ernst & Young and worked as Director of Finance at Ascensus/BISYS Insurance Services before forming his own practice. In all he does, he combines the time-honored Swiss attention to detail with the American dream of financial success—success for a business owner’s company. To learn more about Mark, visit https://suisse.biz/ or connect with him on LinkedIn.