Fractional CFO & Tax Planning Firm for Established Business Owners
Your business makes money. So why is cash always tight?
Dynamic Tax CFO is a fractional CFO and tax planning firm for established business owners. Led by Kristen Engeron and Stephan Goldsmith, we clean up the books, build a forward-looking tax strategy, and give you reporting you can actually make decisions from. Most owners come to us profitable on paper and unsure where the money is going.
Book a free Financial Clarity Call. In 15 minutes we will pinpoint where your books are holding you back, what it is likely costing you in taxes and cash flow, and whether a full Deep-Dive Assessment makes sense.
Your Business Makes Money.
So Why Is Cash Always Tight?
We fix the reporting, cash flow, and tax gaps that keep profitable owners guessing. Watch how it works.
Fractional CFO & Tax Planning Firm for Established Business Owners
Your business makes money. So why is cash always tight?
Dynamic Tax CFO is a fractional CFO and tax planning firm for established business owners. Led by Kristen Engeron and Stephan Goldsmith, we clean up the books, build a forward-looking tax strategy, and give you reporting you can actually make decisions from. Most owners come to us profitable on paper and unsure where the money is going.
Book a free Financial Clarity Call. In 15 minutes we will pinpoint where your books are holding you back, what it is likely costing you in taxes and cash flow, and whether a full Deep-Dive Assessment makes sense.
Your Business Makes Money.
So Why Is Cash Always Tight?
We fix the reporting, cash flow, and tax gaps that keep profitable owners guessing. Watch how it works.
Most owners are flying blind on their own numbers
You can read a bank balance. That is not the same as knowing your margin, your effective tax rate, or whether next quarter's payroll is already covered.
Most owners find out something was wrong in April, when the return is filed and the bill lands. By then every decision that could have changed the number has already been made.
That is not a discipline problem. It is a reporting problem, and it is fixable.
WHAT WE DO
We work in three areas. Most clients need all three, and they are easier to fix together than separately.
Fractional CFO services
Nobody is translating your numbers into decisions
Proactive tax planning
You file correctly but plan nothing, so you overpay by default
Business advisory
The business is profitable on paper but cash never feels right
WHAT WE DO
We work in three areas. Most clients need all three, and they are easier to fix together than separately.
Fractional CFO services
Nobody is translating your numbers into decisions
Proactive tax planning
You file correctly but plan nothing, so you overpay by default
Business advisory
The business is profitable on paper but cash never feels right
WHO WE WORK WITH
We specialise in licensed practice owners. Professionals whose income is tied to a book of business, a client roster, or a practice they built themselves.
Financial advisors and RIAs
Fee and commission timing, owner compensation, enterprise value of the book
Law firms
Trust versus operating accounts, partner distributions, contingency timing
Insurance Agencies
Renewal versus new business income, commission structures, agency valuation
We also take selected engagements with industrial product companies and mid-market investment bankers, usually by referral.
WHO WE WORK WITH
We specialise in licensed practice owners. Professionals whose income is tied to a book of business, a client roster, or a practice they built themselves.
Financial advisors and RIAs
Fee and commission timing, owner compensation, enterprise value of the book
Law firms
Trust versus operating accounts, partner distributions, contingency timing
Insurance Agencies
Renewal versus new business income, commission structures, agency valuation
We also take selected engagements with industrial product companies and mid-market investment bankers, usually by referral.
What happens on your free Clarity Call
Get clear on where your books stand today
Behind, disorganised, or just not trustworthy. We map your actual situation without judgement.
Identify the likely cost
We pinpoint where messy books are quietly draining cash or inflating your tax bill.
Show you the path
What getting to clean, reliable financials actually involves for a business your size.
Tell you honestly
Whether a Deep-Dive Assessment is worth it, or whether your existing team already has you in good shape.
No spreadsheets to prepare. No commitment. Just come as you are.
How the engagement works
STEP 1
Free Clarity Call
Fifteen minutes. We talk through your business and your books, and you leave with a clear read on where you stand and what it is costing you. Free, no obligation.
Zero prep work required
Pinpoint tax and cash flow drain
Straight, honest recommendations
STEP 2
Deep-Dive Assessment
If it makes sense to go deeper, we get into your actual numbers. You walk away with a concrete plan: exactly what needs fixing, what it will save you in taxes and cash flow, and what clean ongoing financials look like for your business.
Forensic audit and clean-up blueprint
Custom tax savings calculation
Fractional CFO roadmap
Upfront transparent pricing, agreed only if you decide to proceed.
Most owners use the Deep-Dive as the on-ramp to us handling their accounting and tax strategy going forward. There is no obligation to. The plan is yours either way.
How the engagement works
STEP 1
Free Clarity Call
Fifteen minutes. We talk through your business and your books, and you leave with a clear read on where you stand and what it is costing you. Free, no obligation.
Zero prep work required
Pinpoint tax and cash flow drain
Straight, honest recommendations
STEP 2
Deep-Dive Assessment
If it makes sense to go deeper, we get into your actual numbers. You walk away with a concrete plan: exactly what needs fixing, what it will save you in taxes and cash flow, and what clean ongoing financials look like for your business.
Forensic audit and clean-up blueprint
Custom tax savings calculation
Fractional CFO roadmap
Upfront transparent pricing, agreed only if you decide to proceed.
Most owners use the Deep-Dive as the on-ramp to us handling their accounting and tax strategy going forward. There is no obligation to. The plan is yours either way.
This call is a fit if you are
An established business owner whose books have fallen behind or cannot be trusted
Tired of tax-time scrambles and suspicious you are overpaying
Making major operational decisions without a clear view of your cash flow
Past the point where basic bookkeeping is enough, but not ready for a full-time controller
This call is a fit if you are
An established business owner whose books have fallen behind or cannot be trusted
Tired of tax-time scrambles and suspicious you are overpaying
Making major operational decisions without a clear view of your cash flow
Past the point where basic bookkeeping is enough, but not ready for a full-time controller
For advisors and financial firms
Have a client with messy books? If you have a client who needs this, book a partner call and we will take the mess off your plate.
For advisors and financial firms
Have a client with messy books? If you have a client who needs this, book a partner call and we will take the mess off your plate.
Who you're working with
Two operators who have sat in the hard seats, finance and tax, and know how to turn messy numbers into clear decisions.
Kristen Engeron
Seasoned Fractional CFO
Kristen turns financial chaos into clear, actionable steps. She handles the tricky situations: complex contracts, capital gains, and the decisions that keep owners up at night.
Stephan Goldsmith
Tax Strategist & Planner
Stephan is focused on one thing: keeping more money in your business. He builds proactive tax plans and the systems that keep you organised and ahead of the bill.
Who you're working with
Two operators who have sat in the hard seats, finance and tax, and know how to turn messy numbers into clear decisions.
Kristen Engeron
Seasoned Fractional CFO
Kristen turns financial chaos into clear, actionable steps. She handles the tricky situations: complex contracts, capital gains, and the decisions that keep owners up at night.
Stephan Goldsmith
Tax Strategist & Planner
Stephan is focused on one thing: keeping more money in your business. He builds proactive tax plans and the systems that keep you organised and ahead of the bill.
Trusted by owners through their biggest financial moments
"Kristen assisted me in the sale of our family business. Her work was unparalleled. The attention to detail, ability to multitask and stay on track helped in us having a clean and efficient Due Diligence process. Kristen added a sense of relief during an otherwise stressful time."
Christine Vinson
Vinson Guard Services
"Stephan and Kristen were able to help me get my spending under control with a forensic audit of my expenses coupled with a comprehensive cash flow management plan. Their process was clear, and they both were fundamental in stabilizing my financial situation."
Justin
Business Owner, Ojai, CA
"Kristen’s skills, contacts and confident attitude were essential in the successful planning, acquisition, and stimulus funding projects we could not have accomplished without her assistance."
J.D. Weber
Union Landing LLC
“With Stephan and Kristen I never feel alone and they walk me through every question and challenge with exceptional support and knowledge. They are experts, comprehensive, fully available and present – gifting me peace of mind during significant life transitions.”
Trupti
Charlotte, NC
Trusted by owners through their biggest financial moments
"Kristen assisted me in the sale of our family business. Her work was unparalleled. The attention to detail, ability to multitask and stay on track helped in us having a clean and efficient Due Diligence process. Kristen added a sense of relief during an otherwise stressful time."
Christine Vinson
Vinson Guard Services
"Stephan and Kristen were able to help me get my spending under control with a forensic audit of my expenses coupled with a comprehensive cash flow management plan. Their process was clear, and they both were fundamental in stabilizing my financial situation."
Justin
Business Owner, Ojai, CA
"Kristen’s skills, contacts and confident attitude were essential in the successful planning, acquisition, and stimulus funding projects we could not have accomplished without her assistance."
J.D. Weber
Union Landing LLC
“With Stephan and Kristen I never feel alone and they walk me through every question and challenge with exceptional support and knowledge. They are experts, comprehensive, fully available and present – gifting me peace of mind during significant life transitions.”
Trupti
Charlotte, NC
A few common questions
Is the call really free?
Yes. The 15-minute Clarity Call is free with no obligation. The optional Deep-Dive Assessment that may follow is a paid engagement, and we will be upfront about the cost before you commit to anything.
How messy is too messy?
There is no such thing. Cleanup is what we specialise in. The further behind you are, the more we tend to save you.
Do I need to prepare anything?
No. Just show up. We will guide the conversation and ask simple questions about your business goals and current accounting process.
What if I already have a bookkeeper?
Many of our clients did too. If the numbers still are not trustworthy, or are not driving proactive tax planning, that is exactly what we look at.
What is a fractional CFO?
DA fractional CFO is a senior finance professional who works with your business part-time, providing the forecasting, cash flow management and decision support a full-time CFO would deliver, without the full-time salary.
Do you work with businesses outside your state?
Yes. We work with clients across the United States remotely.
Stop guessing. Get a clear read on your numbers.
No pressure, no obligation. Calendar spots filled on a first-come basis.
Dynamic Tax CFO Inc
147 Capital Blvd Ste B, Houma, LA 70360
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Dynamic Tax CFO Inc
147 Capital Blvd Ste B, Houma, LA 70360