The #1 Small-Business Accounting and Fractional CFO Partner
Meet our IRS Audit and Tax Expert. Gain confidence your finances are taken care of.
Small Business Finance Experts You Can Trust
The most unique fraction CFO partner.
Gym Ownership
We are multi-location gym and fitness center owner / operators
IRS Engineering
We have developed several systems at the IRS, including their Audit (Exam) process.
Business Executives
Driving profits and tax reduction, not just fluff coaching
How it works
1
You send us some simple financials at no-cost to you and we review them.
We then meet have a call with you to provide our in-depth analysis and offering. You will see real numbers with real value to your small business.
2
We bring your finances up to speed with an in-depth bookkeeping review, tax review, and LLC review.
3
Once your numbers are in order, we can quickly drive profit margins and tax strategy to increase true cash flow.
4
Lastly, while maintaining all the other steps, we take ownership of your 3-year plan, driving financial mechanisms to meet those targets.
Most Advanced Tax Strategies
We are literally building the Tax Audit process at the IRS. We cannot be beat on small-business tax strategies to help you maximize your finances.
Replace your CPA and Grow Profits
We perform all the services of a CPA, for small-business, and then take it beyond by treating you as a partner, if your business doesn’t grow revenue AND margin, we have failed.
All-in-one Fractional CFO
We will take over all of your small-business accounting operations, and financial strategy. We take the lead on profitability analysis, and market analysis. What is each products profitability? Do we add a product, increase prices? We provide the hard data and help advise on these decisions to drive growth, both on the top line and the bottom line.
Learn about our process
-
Get access to your financials in order to perform bookkeeping and payroll services. If you have an existing CPA or system we can seamlessly take over. If you do not yet have a system, we quickly input your information into QuickBooks.
We gather your company vision and goals, this will feed into our strategies.
-
Now that you are fully onboarded and we are maintaining your bookkeeping financials we are able to recommend profitability changes.
Monthly we will profit a profit analysis report, along with current tax burden. We meet with you as your partner to advise on strategies to reduce tax burden and grow profits.
-
With the businesses financials humming along smoothly, and profit margins increase, we now provide a market analysis and strategic growth planning service.
From this, we create a 3-yr plan for the business. This will include financial instruments required (ex. debt, financing, equity), target metrics, KPIs, etc. to reach the goals. Many customers have growth targets that involve a combination of adding new products or services as well as acquisitions.
-
We operate as a trusted partner, focused on actual real growth of your small business, not just bookkeeping and accounting services.
Who we are and what we do
Running a small business is demanding enough without the added stress of managing your finances. We handle all your accounting needs and develop robust financial strategies, freeing you to concentrate on what you do best: operating and growing your business.
Our ideal partners often need support with:
Tax Filings: Sales tax, 1065, 1120-S, 940, 941, 1120-C, and state tax filings.
Essential Financial Management: Bookkeeping, accounting, and payroll.
Beyond traditional CPA services, we act as your dedicated financial partner. Our core offering, Fractional Chief Financial Officer (CFO) services, provides long-term financial leadership. This means we not only manage day-to-day tasks like bookkeeping, tax filing, and payroll, but we also focus on strategic financial positioning to fuel your growth. This includes identifying tax-saving opportunities, analyzing product profit margins, assessing new market potential, and guiding mergers and acquisitions. We aim to be a true strategic partner, not just another accounting service.
Our expertise is particularly strong in the fitness industry. Our founder and Principal Financial Strategist, Michael Conklin, has years of experience owning and operating small businesses, including Anytime Fitness franchises. What's more, Michael spent over four years as a consultant at the IRS, where he literally built and designed the "IRS Exam" (audit) software. This unique background gives us an unparalleled advantage in analyzing taxes and financials, especially for fitness businesses.
Ready to see how we can transform your financial future? We invite you to a Free Financial Analysis. We'll show you how much we can save you on current, future, and even past taxes, and how we can immediately start impacting your financial strategies for greater growth and higher margins.
Schedule your free Tax Savings Blueprint today
Meet with our Principal Tax Strategist, Michael Conklin. His unique experience owning and operating a small business gym (Anytime Fitness, 2) AND consulting for the IRS for over 4 years has made him into the most advanced small-business Gym Financial strategist available.
Book an appointment to get a zero-cost analysis of how much money you can save on your taxes and what strategies can apply to you and your unique situation.
Contact us.
michael@gymfinancialofficer.com
301 McCullough Drive Ste 400, Charlotte, NC 28262