Virtual Advisory & CFO Services

Strategic CFO and business advisory services.

Growing a business has its challenges. At Tavola Group, we alleviate your growing pains and streamline your business journey with effective financial strategies that boost customer satisfaction, profitability, and financial health.

Schedule a business health check with our advisory team.

Kickstart your business journey with Tavola Group’s upfront health check. Dive deep into your finances, spotlight areas for growth, and receive tailored strategies to ensure optimal financial health.

Request a health check.

Turn challenges into triumphs and your vision into reality.

As a business owner, are you frequently grappling with many challenges on a daily basis? Are your day-to-day operations and responsibilities soaking up all of your time? Do you struggle to step back and focus on bigger growth strategies? Running a business is fast-paced and time-consuming. We get it. We’ve been there.

Wearing multiple hats, from HR to sales, tech support to customer service, has become the norm for many of us. It’s a never-ending juggling act. This often leads to a need for prioritizing tasks that drive impactful results and yield optimal profitability.

Let’s not forget the extra layer of market unpredictability and economic downturns with potential risks lurking in its shadows. It’s enough to send anyone into a whirlwind of frustrations and burnout. Finding trusted advisors who understand these challenges and have a genuine desire to see a business win becomes your strategic ally and watchful protector in this uphill journey.

Get a team of leading business advisory consultants on your side.

We bring all stakeholders, ideas, and solutions to the table.

At Tavola Group, we understand these challenges and want to see more small to medium-business owners conquer any obstacles in front of them, remove the headaches, and move forward with confidence. With our systematic financial assessments, we shine a light on growth opportunities and priorities that matter. Through strategic business advisory and CFO services, we draw a financial roadmap for your business, ensuring you are on the right path to improved profitability, effective budgeting, debt management, better financial reporting, and a healthier financial outlook.

We do this by bringing all stakeholders, ideas, and solutions to the table to help transition your vision into reality and turn challenges into triumphs.

Business advisory and CFO services.

Our suite of business advisory services, ranging from managing debt and capital raises to strengthening relationships with investors and board members, ensures a comprehensive approach. By leveraging our expertise, we help you craft a tailored financial blueprint for your business for a stronger financial future.

Financial health assessment

We thoroughly evaluate your business’s financial position, pinpointing the key areas for enhancement and proposing customized strategies to improve your financial health.

Creation of financial reporting

Utilize your financial data more effectively! We craft valuable financial reports, ensuring you have the data you need for confident business decisions moving forward.

Budgeting and expense control

Working closely with you, we’ll dive deep into your numbers to devise sharp budgeting tactics and curb business expenses, effectively making the most of every financial resource in your business.

Strategic planning

Looking ahead? Navigate your business’s future with clarity. As strategic planning specialists and business advisors, we are your compass for plotting your business’s trajectory toward growth and success.

Debt and capital raises

From managing debt to fueling expansion with capital raises, our business advisory team provides tailored advice and actionable strategies.

Investor and board relations

Strengthen your ties with investors and board members! We support you in nurturing robust, transparent relationships with your investors and board, solidifying the trust needed for all financial dealings.

Forecasting

What does the future hold? Stay a step ahead with our forecasting service, which equips you to anticipate financial shifts and positions you for proactive, forward-thinking decisions.

What to expect when working with Tavola Group.

Breaking from industry conventions, we champion transparency, efficiency, and client satisfaction. With Tavola Group, experience a partnership that’s both rewarding and results-driven.

A holistic perspective.

We take a holistic view of our clients’ financial needs and goals, always considering the bigger picture.

No surprises.

We prioritize transparency and clear communication, ensuring no unpleasant surprises for our clients.

A client-centric focus.

We adopt a client-centric approach, placing our client’s needs, priorities, and success at the heart of our efforts.

See what our happy clients have to say about Tavola Group.

Tavola Group has greatly enhanced our success and profitability.

Upon switching to the Tavola Group, our accounting workflow has been reduced in office, (saving money) and the tax planning has had a significant positive financial impact.

Joe Billitteri

Real estate developer and investor

Tavola provide us clarity on profit margins, tax planning, and the big picture.

Tavola has been a big help in educating us more about the financials and tax implications of our business. This gives us clarity on real profit margins, tax planning, inventory, and the whole big picture. Being able to contact them and get same-day answers is invaluable.

Chris Keller

Owner, Top Shelf Breaks LLC

Our favorite part of working with Tavola is their expertise on the business side.

We have been using Tavola Group for our business and personal taxes for a few years. It’s nice to have a team on your side so we can focus on our business and not the day-to-day activities Tavola Group handles for us. Our favorite part of working with them is their expertise on the business side. We appreciate their work!

Heather Keller

TKG Homes LLC and Blueprint Short Sales Inc.

I have no idea where I would be without them.

Prior to hiring the Tavola Group, my company’s books were in a state of disarray, and since hiring them, all systems have been functioning on all cylinders. I was quite impressed by the knowledge in resolving business questions and issues. I am feeling very safe and confident they have my best interest in mind. I have no idea where I would be without them.

Darryl Martin

CEO, Martin Branding Group Inc.

Tax-smart strategy with personalized support.

I started using Tavola Group this past year for both my business and personal taxes. They immediately implemented tax strategies I wasn’t aware of, saving me tens of thousands of dollars. What impressed my wife and me most was how they took the time to understand our family and financial goals. They tailored their advice to what matters to us, explained everything clearly, and made the process easy. They’re enjoyable to work with and incredibly helpful.

Brent W. Connor

TidePointe Advisors

More ways we can help.

We provide a seamless integration of advisory, accounting, and brokerage services. Explore our suite of accounting, tax, business advisory, and business brokerage services and discover how we can help you win in business.