Executive Financial Management for consultants
Your firm makes money. Let's make sure you keep it.
Fractional CFO support for consultants earning $500K and up: cash flow, owner pay, tax reserves and a monthly margin review. Led by Shane Harris, EA, an IRS-licensed Enrolled Agent serving clients nationwide.
Built for consultants who have outgrown "just a CPA"
Most seven-figure consultants have a CPA for taxes and an advisor for investments. Nobody is managing the firm's money in between. That is the gap the Executive Financial Management (EFM) Program fills.
- Cash flow and allocations. Every deposit gets a purpose: owner pay, profit, taxes and operating costs.
- Owner pay you can count on. A planned amount the firm can sustain, not whatever is left.
- Tax reserves. Set aside as you earn and reviewed by an Enrolled Agent.
- A monthly margin review. We catch leaks and unusual charges, often before you do.
- Growth decisions. Whether you can afford the senior hire, the partner or the next move.
It takes about 1 to 2 hours of your time a month. See how the EFM Program works
Results, not just reports
One EFM client went from three straight years of losses to about a 40% profit margin (January through October 2026), with about $41,000 in profit on about $100,000 in revenue and about $17,000 rebuilt in the owner's pay reserve. Read the case study
Who you will work with: Shane Harris, EA, an Enrolled Agent federally licensed by the IRS to represent taxpayers. She has served more than 100 business clients over 6 years, and her team includes CPAs. Clients with ongoing monthly services often stay 3 years or more.
Individual results vary and are not guaranteed.
Need help with something else?
Profit First Taxes also helps business owners and individuals nationwide with IRS tax resolution (notices, back taxes and payment plans), tax preparation, tax planning, bookkeeping and business services and business formation.
Not sure where to start? Find the right solution