Who
We
Work
With
We work best with established firms that have real revenue and real complexity. If your reports don't match your bank balance, your tax bill catches you off guard, or you're making decisions without clear financial data, our process was built for exactly that.
Who
We
Work
With
We work best with established firms that have real revenue and real complexity. If your reports don't match your bank balance, your tax bill catches you off guard, or you're making decisions without clear financial data, our process was built for exactly that.
Investment Advisory / Financial Firms
You manage other people's money, so your own books need to hold the same standard. We build reporting and tax structures that support compliance, client trust, and clean audits, not last minute scrambling.
Investment Advisory / Financial Firms
You manage other people's money, so your own books need to hold the same standard. We build reporting and tax structures that support compliance, client trust, and clean audits, not last minute scrambling.
Professional Service Firms
Your revenue runs on hours and relationships, not inventory. We turn billable growth into predictable cash flow, with margin visibility by service line instead of one blended number.
Professional Service Firms
Your revenue runs on hours and relationships, not inventory. We turn billable growth into predictable cash flow, with margin visibility by service line instead of one blended number.
Industrial Product Companies
Inventory, equipment, and production costs make your numbers hard to read. We build reporting that shows true margin by product line, so pricing and purchasing decisions are based on real data.
Industrial Product Companies
Inventory, equipment, and production costs make your numbers hard to read. We build reporting that shows true margin by product line, so pricing and purchasing decisions are based on real data.
Mid Market Investment Bankers
Deal flow is unpredictable. Your financial operations don't have to be. We give you clean books and forward looking cash planning that hold up between deals, not just at close.
Mid Market Investment Bankers
Deal flow is unpredictable. Your financial operations don't have to be. We give you clean books and forward looking cash planning that hold up between deals, not just at close.
Ready to see what's hiding in your books?
Book a free clarity call. We'll look at where you stand and show you the fastest path to lower taxes and stronger cash flow.
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.
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.”
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.
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.
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.
Ready to see what's hiding in your books?
Book a free clarity call. We'll look at where you stand and show you the fastest path to lower taxes and stronger cash flow.
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.
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
Dynamic Tax CFO Inc
30 N Gould St # 39575
Sheridan, WY 82801
Copyright 2026 | Privacy Policy | All Rights Reserved
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