A forward-thinking tax, accounting, and planning solution for business owners

Serving business owners with annual revenues between $1 million – $10 million.

Growth is Painful Without a Plan

As a business owner, you are busier than ever.  Managing client relationships, overseeing operations, and driving growth demand your constant attention.  Yet, your current accounting firm focuses on last year’s data, making it too late to implement effective tax strategies.  The uncertainty about your next tax bill makes you hesitant to invest in new opportunities, stalling your business’s potential growth.

You are being pulled in a million different directions.  Balancing your family and business responsibilities leaves little time to focus on much else.  Without a financial background, coordinating the complex moving parts of your financial situation can feel overwhelming and unmanageable.

The Most Powerful Integrated Accounting Service Available to Business Owners

At Fiduciary CFO, we take an integrated approach to your business finances that helps you make more confident financial decisions. Every month, we ensure that your books are clean and accurate. We then take it to the next level and prepare multiple tax projections throughout the year to ensure we adjust your tax plan based on fluctuating income. Finally, we go beyond your books and look to the future of your business through budgeting, forecasting, and goal setting. We fine-tune your business and personal financial goals and coordinate with your financial advisor to ensure your financial progress keeps moving forward.

With Fiduciary CFO, you get:


  • A one-of-a-kind, all-inclusive tax, accounting, and business planning package designed for business owners.
  • Monthly meetings, so you always know your business’s current financial health, allowing you to make confident financial decisions professionally and personally.
  • Proactive, planning-centric tax advice, not just a recap of what happened last year after it is too late to make adjustments.
  • Year-round attention with easy access to your CPA anytime (even during tax season).
  • An executive team that includes a forward-thinking CPA and a tax-conscious CFP® professional.
  • Seamless communication and collaboration with your financial advisor (and any other outside advisors), ensuring everyone is on the same page and working towards the best outcomes.

Our white-glove service includes all of the following:

Monthly Accounting

The foundation of all good planning begins with timely and clean books. We work in your books monthly to make sure everything is properly recorded and ready for taxes. We also use this information to help build your cash flow plan.

Business income can fluctuate greatly depending on market movement. We do multiple tax projections each year to make sure there are no surprises at tax time. As a part of our all-inclusive services, we also will prepare the following:

  • Business Tax Return and K1s
  • 1099s
  • Personal Tax Returns of All Owners
  • Multiple Tax Projections for All Owners

Tax Preparation & Planning

CFO Leadership

Clean books are necessary for taxes, but budgeting and forecasting are essential for making sound business decisions. Knowing how you are spending your money and planning for future income and expenses will ensure your bucket stays full.

  • Customized Financial Statements tailored to your specific needs and business structure.
  • A Business Cash Flow Budget to help understand what cash you really have to use for owner distributions, firm reinvestment, or outside investment.
  • Benchmarking Analysis to measure against industry standards, leading to informed decisions that drive competitive advantage and improvement.
  • Business Goal Setting and Accountability to ensure you always have a plan and are working towards the next milestone.

We are intentional when it comes to the “other” areas of your business, where a second (or third) set of eyes can be critical to plug holes, or capture opportunities.  We’ll provide our professional insight on any matter, and where appropriate, can coordinate with outside professionals/legal counsel in areas that are beyond our expertise.  Areas we examine include (but aren’t limited to):

  • HR / Employee Benefits / Compensation Structures
  • Partnership Agreements / Buy-Sell Agreements
  • Business Continuity & Disaster Planning
  • Internal Processes, Both Financial and Client Service
  • Commercial + E&O Insurance Coverage

Executive Team Insight

Business Owner Toolkit

Our Business Owner Toolkit is designed to ensure your personal and family goals are being proactively managed.  We work alongside your outside advisors to make sure critical items are being taken care of, focusing on areas important to you and your spouse.

  • Personal Insurance Coverage
  • Estate Planning
  • Gifting Strategies
  • Personal Cash Flow Planning / Cash Management

These are examples of critical blind spots that many business owners miss. If you do not have outside advisors, we know many trusted professionals and are happy to make introductions.

We work exclusively with business owners because we live it, know it, and love it.

We ARE business owners.  We get it.   

Our experience over the last 20 years working with business owners have shaped our mindset regarding the CPA and advisor-client relationship.  Business owners’ personal finances are closely tied to the health of their businesses.  We launched Fiduciary CFO so business owners can experience a more integrated and proactive approach to their finances.


Fiduciary CFOʼs pricing is based on the complexity of your situation, number of owners, etc.
Please contact us so we can learn more about your business and we will gladly provide you with a quote.

1 Owner Business - Begins at

$ 3,000 Per month
  • Monthly Accounting
  • Business & Personal Tax Preparation and Planning
  • CFO Leadership & Reporting
  • Executive Team Insight
  • Business Owner Toolkit

Frequently Asked Questions

You probably have questions about what it’s like to work with Fiduciary CFO. See our most popular answers below. Something we missed? Let us know.

How does pricing work?
Our pricing is based on complexity. Single-owner businesses have a $3,000/mo minimum fee. Multi-owner businesses have a $4,000/mo minimum fee.

This engagement is a Business-to-Business consulting agreement, so it is billed to the business
How Do I Start With Fiduciary CFO?
As with all good partnerships, we want to make sure we are a good fit for each other.
To get started, we ask that you click the SCHEDULE AN INTRO CALL button so that we can learn more about you and your business and so that you can get a feel for what it will be like to work with us.
Do You Work With Any Type of Business?
Here's what our typical business client looks like:

  • Number of Owners: 1 to 3
  • Annual Revenue: $1 million to
    $10 million
  • Employees: 5-20
  • Service Based Businesses

More FAQs

We use QuickBooks Online in order to efficiently serve our clients.  We have a strong preference for all clients to use QBO.  If you are using QuickBooks desktop or another accounting software, we can discuss the transition process so we can most efficiently work together.

We file your business tax return, issue K1s (if applicable) and file the personal tax return for all partners/shareholders.

Yes.  As part of our ongoing tax planning, we will calculate (and update as necessary) estimate taxes due for all partners/shareholders. 

Yes on a case by case basis. Retroactive accounting/tax prep outside of the regular Fiduciary CFO work would be billed separately and varies based on complexity.

Yes. Fiduciary CFO is powered by Wright Accounting Group, LLC. Kitrina Wright, CPA / Wright Accounting Group, LLC would represent your firm (or you individually) in the event of an audit.

Well, it depends.  For instance, we aren't interested in just doing monthly accounting or just doing tax prep.  If the business has someone in-house doing the monthly accounting work but they really need the tax planning & CFO, that could work.  If the business just needs an outsourced bookkeeper, that's not what we're looking for.  Reach out to us with the need and we'll see if it makes sense.

No we do not, but we will work with you or your staff to streamline and/or automate those processes.

Schedule a 30-minute Zoom call with us to discuss your firm’s needs, and we'll take it from there! Click the Schedule An Intro Call button in the navigation to find a time that works.

We aim to onboard no more than 2 new clients per month, so that we can devote adequate time getting up to speed with each new client. With this limit, we avoid negatively impacting the level of attention that existing clients receive.

We are built to serve, not built to scale. Therefore, we are working with a limited number of clients to provide the comprehensive, high-touch experience our clients deserve.

Contact Us

Have questions and want to chat?  Ready to get started? Click the SCHEDULE AN INTRO CALL button in the navigation so we can connect. This is our favorite method of reaching us. 

Alternatively, you can shoot us a quick message in the form below. This is our 2nd favorite method.

The generic email address is listed below in case you don’t like the 2 methods above and really enjoy emailing generic email addresses. 

The phone number works. It’s fancy, with an auto-attendant and everything. It’s mostly used by non-clients and telemarketers since our clients all have our personal cell numbers.

The mailing address should be used only when sending us fine chocolates and rare bourbons. This is strongly encouraged, in fact.

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14074 Trade Center Drive
Suite 201
Fishers, Indiana 46038


(317) 207-0480

Privacy Policy

Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;
  • Information about your transactions with us, our affiliates, or others;
  • Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

If you have any questions about this policy, please do not hesitate to contact us.

Terms of Service

No Rendering of Advice
The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant.

Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

Accuracy of Information
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free.

We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

Disclaimer of Warranties and Limitations of Liability
This website is provided on an “as is” and “as available” basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.

Links to Third Party Websites
For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.