Financial clarity and confidence to grow your business.
CPA & TAX SERVICES | FRACTIONAL CFO | COMPILATION & REVIEW
10 Truths About Businesses and Their Finances
The majority of businesses...
- Leave money on the table because they don't understand their Profit Model.
- Don't understand how to interpret financial statements.
- Don't link company goals to employee performance.
- Operate without a financial forecast.
- Don't understand the profitability of their multiple product or service lines.
- Have limited ability to predict cash flows in the short term.
- Lack the ability to implement change.
- Have no plan for leadership or ownership transition.
- Make tax decisions without year-round planning.
- Rely on outdated or incomplete financial data for decision-making.
Our Services
Tax Preparation & Planning
Individuals and businesses must navigate changing regulations and complicated tax law.
We help you plan for your tax liability and minimize that liability with expert preparation, strategy, and year-round support.
Compilation & Review Services
Stakeholders and lenders require reliable financial statements they can trust.
We provide professional financial statements with CPA credibility so you can secure financing and maintain stakeholder confidence.
Fractional CFO Services
Most businesses struggle to optimize profitability because they don't understand their financial statements and Profit Model.
We deliver part-time CFO, full-time strategy so you can make the right decisions for growth.
How It Works
Seabreeze helps you gain
financial clarity in three easy steps.
Free Consultation
We meet to understand your business goals, assess where you stand financially, and provide immediate, actionable insights.
Customized Strategy
We build a tailored plan — from tax minimization and financial statement preparation to CFO-level forecasting — designed around your goals.
Ongoing Support
We stay by your side year-round, reviewing performance, refining your strategy, and keeping you compliant and confident.
Expert Guidance: Services led by experienced CPA and MBA partners—where strategy meets compliance.
Personalized Service: Direct access to partners, tailored solutions, and clear, ongoing communication.
Trust & Reliability: Straightforward engagement—no hidden fees, honest processes, and a client-first approach you can count on.
Ready to take control of your finances?
Start today with a free consultation and discover how Seabreeze can help you grow.