Stamos & StamosOutsourced CFO Solutions
Your business outgrew your accountant. We’re what comes next.
For established owners who want sharper numbers, smarter strategy, and to keep every dollar the law allows, with a team that actually implements it all for you.
A real conversation with a CPA, not a sales pitch.
Your business outgrew your accountant.
We're what comes next.
For established owners who want sharper numbers, smarter strategy, and to keep every dollar the law allows, with a team that actually implements it all for you.
Sound familiar?
Our CFO clients usually arrive saying some version of this:
My books are fine. My strategy is nonexistent.
Your accountant closes the month and files the return. Nobody is looking six quarters ahead, telling you where the money should go next.
I find out what I owe in April. Every year.
By the time the bill shows up, every chance to lower it is gone. Tax planning that starts after December 31st is really just history.
I make real money, but can't see where it goes.
Revenue is up, yet cash is always tight. You need someone who can read the story behind the numbers, then change the ending.
My board and bank want answers I don't have.
You need reporting that holds up in serious rooms: clean, on time, and explained in plain English before anyone asks.
I own a lot, and I'm probably overpaying for it.
Multiple entities, properties, investments, a growing business. The more you've built, the more an unstrategic return quietly costs you.
Nodded at two or more?
This page was written for you.
A full financial command center. One phone call away.
Everything a great in-house CFO would do: planning, strategy, reporting, and a seasoned voice in the room when decisions get big. Month to month, here's what that looks like:
A real plan for the year ahead
A working budget and forecast built around your goals, not a spreadsheet that dies in a drawer. We revisit it together as the year unfolds, so the plan stays alive and so do your margins.
Numbers you'll actually use
Monthly reports built for decisions: where you're winning, where money leaks, and what to do about both. On time, every time, and walked through with you in plain English.
Year-round tax strategy
We plan your taxes in February, May, and September, never in a panic in April. Entity structure, timing, deductions, retirement: every legal lever, pulled at the right moment.
Cash flow you can see coming
Know months ahead when cash will be tight and when you can afford to move. No more surprises, no more sleepless Sundays before payroll.
KPIs that match your industry
We find the handful of numbers that actually drive your business, build them into your reporting, and track them with you, so growth becomes something you steer instead of something that happens to you.
A seat at your table
Buying equipment? Acquiring a competitor? Selling one day? You'll have a CPA with 30 years of scar tissue thinking it through with you, before you sign anything.
Advice is everywhere. Implementation is rare.
Plenty of advisors will hand you a beautiful PDF full of recommendations, then wish you luck.
That's not how we work. When we find a strategy that fits, we build it with you: the entity restructuring, the payroll changes, the retirement plan, the documentation that makes it audit-proof. You decide. We do the heavy lifting. Nothing gets lost between “great idea” and “actually done.”
It's the difference between a trainer who texts you a workout plan and one who shows up at the gym.
We don't hand you a to-do list. We hand you results, and the paperwork to back them up.
The only thing we love more than the work is the people we get to do it with.
Established owners who've built something real, and want a team that treats it that way.
Pay every dollar you owe. And not one dollar more.
Here's something we believe with our whole chest: the tax code is full of completely legal ways to keep more of what you earn. Congress wrote them on purpose. Most owners never use them, and it isn't because they're risky. It's because nobody on their team is paid to look.
That's the job we do best. We dig into your business, your assets, and your plans, find every strategy the law allows, then implement it, document it, and stand behind it. No gray areas. No “creative interpretations.” No strategies that work great until someone from the IRS reads them.
You get a lower tax bill and a full night's sleep. We're not interested in giving you one without the other.
What could you be keeping?
Most established owners are leaving real money on the table every year, and it's quietly, legally collectible. Drag the slider to your revenue and get a rough sense of what proactive strategy could put back in your pocket.
Is this a fit?
Usually look like this
- An established business, typically seven figures in revenue and climbing
- Real complexity: multiple entities, real estate, investments, a growing team
- Owners who think in years, not in this month's invoice
- People who want a partner to call before big decisions, one who actually picks up
- Significant assets they sense aren't being protected as well as they could be
We're not the right fit if
- You're looking for the cheapest possible tax return
- You want aggressive schemes that keep you up at night
- You'd rather do it all yourself with occasional advice (we respect that, it's just not us)
- Your finances are simple enough that a great bookkeeper covers it (we can recommend one!)
Read the left column and thought “that's me”? Let's talk. The first conversation costs nothing but thirty minutes, and you'll leave with at least one idea worth real money.
From “let's talk” to “why didn't we do this years ago.”
The strategy call
We get the full picture: your business, your assets, your goals, your frustrations. By the end you'll know exactly what's possible, and we'll both know if we're a fit.
The financial game plan
We build your roadmap: budget, forecast, tax strategy, reporting structure, and the KPIs that matter for your industry. You'll see the whole year before it happens.
We run it with you
Monthly reporting, quarterly tax moves, strategy sessions before every big decision. We implement, document, and adjust, while you run your business with a clear head.
Thirty years of “we've seen this before.”
Since 1995 we've guided owners across 30+ states through booms, recessions, audits, acquisitions, and one global pandemic. There isn't much your business can throw at us that we haven't already solved for someone else.
And we actually answer the phone.You get a person who knows your business, not a ticket number. (During business hours, of course 😉)
Don't take our word for it. Take theirs.
“He's an indispensable part of my business, instrumental in helping me grow, become more tax efficient, and more organized. I couldn't do it without Stamos & Stamos.”
“Not only are they extremely smart, they're creative. They find ways to save us money you would never guess. We recommend Stamos & Stamos all the way.”
“Professionals with integrity and knowledge. Technical expertise on taxes, common-sense advice, and genuine personal care. I cannot recommend them highly enough.”
Questions owners ask us
Most accountants record the past. They close your books and file your return, accurately and on time. A CFO designs the future: where the money should go, how next year should look, and how to keep your tax bill as low as the law allows. We do both, under one roof, talking to each other.
It depends on the complexity of your business, which is exactly why we start with a strategy call instead of a price list. What we can tell you: it's a fraction of a full-time CFO's $250K+ package, and for most clients the tax savings alone cover the investment. We'll show you the math before you commit to anything.
Yes, and we're picky about that on purpose. Everything we implement is established, documented, and defensible. If a strategy only works as long as nobody looks closely, it doesn't make it into your plan. Lower taxes and sleeping well are both part of the deliverable.
No, but you do need real complexity. Our sweet spot is established businesses (typically seven figures and up) and owners with meaningful assets. If your situation is simpler, we'll tell you honestly on the first call and point you in the right direction.
Usually not. We work with your existing team, sitting above the day-to-day as the strategic layer. Good bookkeepers love working with us, because we make their numbers mean something.
You'll have your financial game plan within the first 30–60 days. Tax strategies start producing savings in the first year, often enough to notice on a single quarterly payment.
You built something worth protecting. Let's protect it properly.
Thirty minutes. One honest conversation about your business, your assets, and what's possible. If we're a fit, you'll know. If we're not, you'll still leave with something useful.
Book your strategy call →With a CPA who picks up the phone. Imagine that.
