Your books are a mess and it's quietly costing you in taxes and cash flow.
Dynamic Tax CFO cleans up your accounting, delivers numbers you can finally trust, and turns them into the tax and cash-flow strategy hiding inside them — for established business owners and the advisory firms who serve them.
Your books are a mess and it's quietly costing you in taxes and cash flow.
Dynamic Tax CFO cleans up your accounting, delivers numbers you can finally trust, and turns them into the tax and cash-flow strategy hiding inside them — for established business owners and the advisory firms who serve them.
What We Do
Full-Service Accounting and Fractional CFO Work
Get control over your business finances so you can spend less time buried in numbers and more time running your business.
Advisory Services on Operations
Get the right people in the right roles to maximize profitability and performance across your business.
Tax Planning
Being proactive with taxes means better cash flow and higher profitability, year over year.
What We Do
Full-Service Accounting and Fractional CFO Work
──────────
Get control over your business finances so you can spend less time buried in numbers and more time running your business.
Advisory Services on Operations
──────────
Get the right people in the right roles to maximize profitability and performance across your business.
Tax Planning
──────────
Being proactive with taxes means better cash flow and higher profitability, year over year.
Full-Service Accounting and Fractional CFO Work
Have more control over your firm's finances to free up more time to practice law
Advisory Services on Operations
Be able to have the right people in the right roles to maximize their potential and profitability for your firm
Tax Planning
Being proactive with taxes allows for better cash flow and increased profitability
INDUSTRIES WE SERVE
Investment Advisory/ Financial Firms
Professional Service Firms
Industrial Product Companies
Mid-market Investment Bankers
Keep What You Earn podcast with Shannon Weinstein, CPA; Kingdom Builders Spotlight Podcast with Eric L. Dunavant
Keep What You Earn podcast with Shannon Weinstein, CPA; Kingdom Builders Spotlight Podcast with Eric L. Dunavant
What OUR CLIENT SAYS
Christine Vinson
Vinson Guard Services
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"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. Her organizational abilities allowed us to know that items were getting the attention they needed and completed by deadlines so we could focus on other matters. Kristen added a sense of relief during an otherwise stressful time."
J.D. Weber
Union Landing LLC
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"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."
Justin
Ojai, CA
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“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 assisting me in stabilizing my financial situation. I can’t recommend their services enough.”
Trupti
Charlotte, NC
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“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.”
What OUR CLIENT SAYS
Christine Vinson
Vinson Guard Services
──────────
"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. Her organizational abilities allowed us to know that items were getting the attention they needed and completed by deadlines so we could focus on other matters. Kristen added a sense of relief during an otherwise stressful time."
J.D. Weber
Union Landing LLC
──────────
"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."
Justin
Ojai, CA
──────────
“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 assisting me in stabilizing my financial situation. I can’t recommend their services enough.”
Trupti
Charlotte, NC
──────────
“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.”
Knowledgeable, practical and actionable experience at a fraction of the cost
Knowledgeable, practical and actionable experience at a fraction of the cost
Firm owners are able to make quicker financial decisions to free up more time to practice law instead of running a firm.
Business owners are able to make quicker financial decisions and free up more time to run their business instead of getting buried in it.
Knowledgeable, practical and actionable experience at a fraction of the cost
Knowledgeable, practical and actionable experience at a fraction of the cost
Business owners are able to make quicker financial decisions and free up more time to run their business instead of getting buried in it.
Firm owners are able to make quicker financial decisions to free up more time to practice law instead of running a firm.
No cookie cutter approach;
custom made approach for your specific BUSINESS
Not every business is the same. We get into the details for each client so you
get results in the first 90 days.
No cookie cutter approach;
custom made approach for your specific BUSINESS
Not every business is the same. We get into the details for each client so you
get results in the first 90 days.
WHO YOU'RE WORKING WITH
Kristen Engeron
Kristen is your dedicated partner in driving business growth. With a strong background as a seasoned CFO, Kristen specializes in empowering business owners like you with insightful strategies, navigating complex contracts, capital gains transactions and providing guidance through the trickiest of business situations.
Kristen’s passion lies in decoding the financial puzzle pieces and transforming them into clear, actionable steps for your business advancement. As your go-to problem solver, Kristen has a proven track record in diffusing crises and turning challenges into opportunities.
Outside of the world of finances, Kristen pours her heart into her family as a dedicated mother and wife. On LSU game days you can find her in purple and gold, cheering her Tigers on!
Stephan Goldsmith
Stephan is dedicated to guiding business owners through the intricacies of tax planning. Helping to unravel the complexities of business taxes, devising strategies to minimize tax burdens and helping entrepreneurs establish efficient systems for lasting success.
Stephan has cultivated an in-depth understanding of the ever-changing landscape of business taxes. Stephan’s commitment extends to assisting business owners in implementing proven processes that enhance organization and productivity which brings clarity amidst the chaos and paves the way for sustained growth.
When he’s not immersed in the world of taxes, Stephan enjoys the Southern California life with his wife and children. His values of responsibility and nurturing those he leads are integral to both his professional and personal worlds.
WHO YOU'RE WORKING WITH
Kristen Engeron
Kristen is your dedicated partner in driving business growth. With a strong background as a seasoned CFO, Kristen specializes in empowering business owners like you with insightful strategies, navigating complex contracts, capital gains transactions and providing guidance through the trickiest of business situations.
Kristen’s passion lies in decoding the financial puzzle pieces and transforming them into clear, actionable steps for your business advancement. As your go-to problem solver, Kristen has a proven track record in diffusing crises and turning challenges into opportunities.
Outside of the world of finances, Kristen pours her heart into her family as a dedicated mother and wife. On LSU game days you can find her in purple and gold, cheering her Tigers on!
Stephan Goldsmith
Stephan is dedicated to guiding business owners through the intricacies of tax planning. Helping to unravel the complexities of business taxes, devising strategies to minimize tax burdens and helping entrepreneurs establish efficient systems for lasting success.
Stephan has cultivated an in-depth understanding of the ever-changing landscape of business taxes. Stephan’s commitment extends to assisting business owners in implementing proven processes that enhance organization and productivity which brings clarity amidst the chaos and paves the way for sustained growth.
When he’s not immersed in the world of taxes, Stephan enjoys the Southern California life with his wife and children. His values of responsibility and nurturing those he leads are integral to both his professional and personal worlds.
90-Day Moneyback Guarantee
If we can't show you how to reduce taxes in the first 90 days, we will refund your money. We guarantee tax savings but it's up to the firm owner to implement. We are not responsible for lack of implementation.
90-Day Moneyback Guarantee
If we can't show you how to reduce taxes in the first 90 days, we will refund your money. We guarantee tax savings but it's up to the firm owner to implement. We are not responsible for lack of implementation.
Dynamic Tax CFO Inc
30 N Gould St # 39575
Sheridan, WY 82801
Copyright 2026 | Privacy Policy | All Rights Reserved
Dynamic Tax CFO Inc
30 N Gould St # 39575
Sheridan, WY 82801
Copyright 2026 | Privacy Policy | All Rights Reserved
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