See exactly what your books are costing you — before you spend another dollar guessing.
Book a free Financial Clarity Call. In 15 minutes, we'll pinpoint where your books are holding you back, what it's likely costing you in taxes and cash flow, and whether a full Deep-Dive Assessment is the right next step.
No pressure, no obligation — just a straight read on where you stand.
See exactly what your books are costing you — before you spend another dollar guessing.
Book a free Financial Clarity Call. In 15 minutes, we'll pinpoint where your books are holding you back, what it's likely costing you in taxes and cash flow, and whether a full Deep-Dive Assessment is the right next step.
No pressure, no obligation — just a straight read on where you stand.
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.
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.
What happens on your free Clarity Call
In about 15 minutes, we set clear expectations and remove financial anxiety:
Get clear on where your books stand today
Behind, disorganized, or just not trustworthy — we help you map out your exact current situation without judgement.
Identify the likely cost
We pinpoint where messy books are quietly draining cash or unnecessarily inflating your annual tax bill.
Show you the path
We show what getting to clean, reliable financials actually involves for a business of your scale and complexity.
Tell you honestly
We'll tell you 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.
What happens on your free Clarity Call
In about 15 minutes, we set clear expectations and remove financial anxiety:
Get clear on where your books stand today
Behind, disorganized, or just not trustworthy — we help you map out your exact current situation without judgement.
Identify the likely cost
We pinpoint where messy books are quietly draining cash or unnecessarily inflating your annual tax bill.
Show you the path
We show what getting to clean, reliable financials actually involves for a business of your scale and complexity.
Tell you honestly
We'll tell you 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 assessment works
Step 1 — Free & Low Anxiety
Free Clarity Call
We talk through your business and your books, and you leave with a clear read on where you stand and what it's costing you. Free, no obligation.
Zero prep work required
Pinpoint tax & cash flow drain
Straight, honest recommendations
Step 2 — Paid Engagement
Deep-Dive Assessment
If it makes sense to go deeper, we roll up our sleeves and 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 will look like for your business.
Forensic audit & clean-up blueprint
Custom tax savings calculation
Fractional CFO roadmap
*Upfront transparent pricing agreed upon only if you decide to proceed.
"Most owners use the Deep-Dive as the on-ramp to us cleaning up their books and handling their accounting and tax strategy going forward — but there's no obligation to. The plan is yours either way."
This call is a fit if you're…
An established business owner whose books have fallen behind or can't be trusted.
Tired of tax-time scrambles and suspicious you're 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 & Financial Firms
Have a client with messy books?
Advisors and financial firms: if you have a client who needs this, book a partner call and we'll take the mess off your plate.
This call is a fit if you're…
An established business owner whose books have fallen behind or can't be trusted.
Tired of tax-time scrambles and suspicious you're 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 & Financial Firms
Have a client with messy books?
Advisors and financial firms: if you have a client who needs this, book a partner call and we'll take the mess off your plate.
Who You're Working With
Two operators who've sat in the hard seats — finance and tax — and know how to turn messy numbers into clear decisions.
Kristen Engeron
Seasoned Fractional CFO
Seasoned CFO who turns financial chaos into clear, actionable steps. Kristen handles the tricky situations — complex contracts, capital gains, and the decisions that keep owners up at night.
Stephan Goldsmith
Tax Strategist & Planner
Tax strategist focused on one thing: keeping more money in your business. Stephan builds proactive tax plans and the systems that keep you organized and ahead of the bill.
Who You're Working With
Two operators who've sat in the hard seats — finance and tax — and know how to turn messy numbers into clear decisions.
Kristen Engeron
Seasoned Fractional CFO
Seasoned CFO who turns financial chaos into clear, actionable steps. Kristen handles the tricky situations — complex contracts, capital gains, and the decisions that keep owners up at night.
Stephan Goldsmith
Tax Strategist & Planner
Tax strategist focused on one thing: keeping more money in your business. Stephan builds proactive tax plans and the systems that keep you organized 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
"Stephen 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
"Stephen 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
CLEARER ANSWERS
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 — we'll be upfront about the cost before you commit to anything.
How messy is too messy?
There's no such thing. Cleanup is what we specialize in — the further behind you are, the more we tend to save you.
Do I need to prepare anything?
No. Just show up. We'll 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 aren't trustworthy or aren't driving proactive tax planning, that's exactly what we look at.
CLEARER ANSWERS
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 — we'll be upfront about the cost before you commit to anything.
How messy is too messy?
There's no such thing. Cleanup is what we specialize in — the further behind you are, the more we tend to save you.
Do I need to prepare anything?
No. Just show up. We'll 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 aren't trustworthy or aren't driving proactive tax planning, that's exactly what we look at.
Stop guessing. Get a clear read on your numbers.
Two operators who've sat in the hard seats — finance and tax — and know how to turn messy numbers into clear decisions.
No pressure, no obligation • Calendar spots filled on a first-come basis
Dynamic Tax CFO Inc
30 N Gould St # 39575
Sheridan, WY 82801
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Dynamic Tax CFO Inc
30 N Gould St # 39575
Sheridan, WY 82801