Financial Services Built Around Your Business

Fractional CFO

CFO-level leadership embedded in your business — without the full-time salary.

Brett steps into your business as a working CFO — not a consultant. That means active involvement in cash flow management, reporting, lender relationships, board communication, and strategic decisions. The same rigor he applies as CFO of Dizze, applied to your company.

CFO Advisory

Strategic financial guidance for your most consequential decisions.

Not every business needs an embedded fractional CFO — but every major decision deserves CFO-level analysis. CFO Advisory is project-based, decision-focused work: a capital raise, an acquisition, an exit, a major pricing change. You bring the decision, Brett brings the financial rigor.

Assurance & Reviews

Reviewed financial statements that lenders and investors actually trust.

Banks, institutional lenders, and sophisticated investors often require reviewed financial statements prepared by a licensed CPA. As a CPA, Brett can provide that — along with the context and financial narrative that makes reviewed statements more useful than a compliance checkbox.

Tax Strategy

Business tax planning that goes beyond filing a return.

Tax compliance tells you what you owe. Tax strategy determines how to structure your business, timing major transactions, and making entity-level decisions so that number is as low as legally possible. Brett works alongside your tax CPA — or leads the engagement directly — to build a tax strategy aligned with your business plan.

Financial Modeling

Models that answer real questions — not spreadsheets that look impressive.

A financial model is only as useful as the decisions it supports. Brett builds integrated 3-statement models, rolling forecasts, and scenario analyses grounded in your actual business — not generic templates. The kind of models that hold up when investors poke at the assumptions.

High Priority

ERC Audit Support & Amendments

Got an IRS letter about your ERC claim? You need a CPA who has been inside this.

Brett co-founded and directed ERC Pros, a high-volume ERC filing and compliance operation. He knows exactly how these claims were structured, what the IRS is scrutinizing, and what defensible versus indefensible positions look like. If you claimed ERC — especially through a third-party filer — this matters.