Unlock Your Business’s Full Financial Potential
Minimize Your Taxes and Maximize Your Profits with Strategic CFO-Level Guidance
Without Wasting Hours on Spreadsheets, Guessing on Tax Strategies, or Overpaying the IRS
2,107+
Clients helped
150+
Combined Experience
1980
Been in business
From Overwhelmed to In Control: These Are the Shifts You’ll See
Gain full financial clarity — in real time
Most business owners are reacting to numbers they don’t fully understand — relying on end-of-month reports that are outdated the moment they arrive.
With our system, you’ll access live dashboards that give you real-time insights into your cash flow, margins, and profitability — so you can make confident decisions based on facts, not guesswork.
Legally reduce your tax burden — without fear of audits
If you’re only thinking about taxes once a year, you’re probably overpaying.
We work with you proactively throughout the year to create a custom tax strategy — one that minimizes what you owe legally, keeps you compliant, and helps you keep more of what you earn without the anxiety of last-minute surprises.
Scale your business with confidence — not chaos
Trying to grow without a financial roadmap is like scaling blind.
Our CFO guidance helps you predict future expenses, optimize spending, and build a profitable path to growth — so you can expand your business without breaking the bank or losing sleep.
OLD WAY vs. NEW WAY
Still Doing It the Hard Way? Here’s the Smarter, Scalable Approach
Old Way
Guessing where your money is going each month
Scrambling during tax season with no plan in place
Getting generic reports from bookkeepers with no insight
Paying more in taxes than necessary
Constantly worried about cash flow or IRS surprises
New Way
Real-time dashboards show where your business stands at all times
Proactive tax strategies that legally reduce what you owe
Monthly 1-on-1 CFO guidance tailored to your growth goals
Forecast cash flow and profit like a true CEO
Build a financial strategy that grows with your business
HOW IT WORKS
How We Take You From Financial Chaos to Clarity — In 4 Simple Steps
Financial Discovery & Strategy Call
We start with a deep-dive consultation to understand where your business stands — and where it’s leaking money. You’ll walk away with a clear picture of your top financial challenges and opportunities.
Custom CFO Roadmap & Dashboard Setup
Next, we create your personalized financial roadmap — tailored to your growth goals — and set up your real-time financial dashboard. No more spreadsheets or waiting for end-of-month reports.
Tax Optimization & Cash Flow Forecasting
We build a proactive tax strategy that ensures you never overpay the IRS again — while forecasting your cash flow so you always know what’s coming and where to invest next.
Monthly 1-on-1 CFO Sessions & Ongoing Support
You’ll meet monthly with your dedicated CFO to review results, optimize your strategy, and tackle financial challenges before they become costly problems — keeping your business scalable, compliant, and profitable.
Tired of Wondering Where the Money Went? Get Real-Time Clarity in 90 Days or Less.
Why Growing Businesses Choose Us Over Traditional CPA Firms
CFO Strategy, Not Just Compliance
We don’t stop at tax returns. We provide full financial strategy, forecasting, and advisory — giving you the insights of a full-time CFO without the six-figure salary.
Tax Planning That Saves You $50K+
We proactively reduce your tax burden using legal deductions, credits, and advanced structuring — not just once a year, but every quarter.
Real-Time Financial Dashboards
Forget outdated spreadsheets. Our automated tools give you instant access to your financial data so you can make fast, confident business decisions.
Custom Plans Built for Your Growth Stage
No cookie-cutter strategies here. Every roadmap we build is tailored to your goals, challenges, and industry — whether you're scaling, exiting, or stabilizing.
Unlock $50K+ in Tax Savings Without Lifting a Finger — Guaranteed.
CLIENT TESTIMONIALS
What Our Clients are Saying?
Excellent Customer service and very nice office and environment. Go to them for your tax needs extremely knowledgeable and professional and friendly as well. I will be using again in the near future.
Annette
Sandra Tapia, CPA proved that we were missing out on so many more deductions that were available. We will NEVER do our own again! The small fee is worth having an educated professional looking out for your best interest!
Deana P.
Another great tax experience! I am pleased with their expertise and attention to detail. Eliminate the stress and have your taxes prepared by the best!
Kelsey M.
The work that they did was to my satisfaction. I would recommend this company to anyone that needs assistance with any CPA WORK.
Renee H.
CLIENT TESTIMONIALS
What Our Clients are Saying?
Client Name
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The Process
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The Result
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CLIENT TESTIMONIALS
What Our Clients are Saying?
Your Peace of Mind Is Built Into Every Service We Offer
At Sandra Tapia, CPA, PLLC, your success is backed by five powerful guarantees — including increased profitability, $50K+ in tax savings, full financial clarity in 90 days, and a penalty-free compliance promise. If we don’t deliver, you don’t pay.
That’s how confident we are in the impact of our fractional CFO services. We take on the risk, so you don’t have to.
CLIENT TESTIMONIALS
What Our Clients are Saying?
STILL HAVE QUESTIONS?
Frequently Asked Questions
How is this different from working with a regular accountant or bookkeeper?
Most accountants focus on compliance and historical reporting. We go beyond that. As your Fractional CFO, we give you forward-looking financial strategy, cash flow forecasting, proactive tax planning, and real-time dashboards so you can scale with clarity — not just file taxes.
What if I already have a bookkeeper or accountant?
That’s totally fine — we work alongside your existing team. Bookkeepers handle transactions. Accountants file taxes. We step in at the strategic level to help you reduce costs, increase profitability, and make smarter business decisions based on real data.
How do I know this will actually save me money?
We back our service with multiple guarantees — including a $50,000+ Tax Savings Guarantee and a Profitability Increase Guarantee. If we don’t deliver measurable results, you don’t pay. It’s that simple.
How quickly will I start seeing results?
Within the first 90 days, you’ll have a fully structured financial system, real-time dashboards, and a clear strategy for profit and growth. That’s part of our Financial Clarity in 90 Days Guarantee — and if you’re not satisfied, you can exit with a full refund.
What if I’m worried about tax compliance or getting audited?
We’ve helped over 2,000+ businesses stay IRS-compliant. With our Compliance Assurance Guarantee, if any penalty or error arises due to our work, we cover the costs. You can finally stop worrying about tax season and start planning ahead.
Stop Guessing and Start Scaling: Strategic CFO Support for Growing Businesses.
ABOUT US
Local, Personalized CPA Support That Puts You First
We’re not just number crunchers — we’re your long-term financial partner.
At Sandra Tapia, CPA, PLLC, we’re a local full-service CPA firm that delivers customized financial solutions to both business owners and individuals.
From tax and accounting to payroll, consulting, and proactive tax planning, our approach is built around your unique needs — not a one-size-fits-all template. We lead with respect, integrity, and honesty, and pride ourselves on being responsive, transparent, and easy to understand.
When you work with us, you get a team that values clear communication, strategic insight, and a commitment to your long-term financial success.
Stop Guessing. Start Scaling With Confidence.
Let us help you turn confusion into clarity with expert CFO strategy, real-time financial insights, and tax savings that actually stick. Book your free consultation today and take control of your business finances for good.
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