Profile

Fractional & Outsourcing - CFO

Fractional & Outsourcing

B2B Fredericksburg Area, VA

B2B Member

At Harvest Tax Planning, as Director of Operations, I oversee our team and processes, ensuring clients receive exceptional service. With a focus on team management and organizational leadership, I contribute to creating a culture centered on integrity, transparency, and continuous improvement.

I hold an MBA in Organizational Leadership from Regent University, which strengthens my ability to refine systems and drive impactful results. My focus is on delivering financial clarity, confidence, and strategies that address complex challenges with actionable solutions, empowering businesses to achieve their goals.

Harvest Tax Planning LLC

Director of Operations

5421 S. Branch Rd

Fredericksburg

Virginia

22407

Harvest Tax Planning LLC was founded on the commitment of providing tax planning and advisory services with excellence. Our goal is to assist our clients in utilizing their personal and financial resources to live richly now and in the future. We are here to not only serve our clients and community with a product, but to offer education. We want our clients to have confidence in the steps they need to take towards achieving their ambitions.
When you work with Harvest Tax Planning, you are working with an expert advisor. With a specialized range of services offered and a network of trusted professionals, we will take care of you and your financial service needs. Every discussion, question, and recommendation will honor your unique situation.

-Fractional CFO work
-Strategic tax planning for individuals and businesses
-Consulting

We are looking for:
-Small to medium size businesses in need of a CFO but doesn't necessarily need it at a full-time rate.
-Clients who need help saving money in taxes through strategic planning.
-Clients who need coaching through financial hurdles in their businesses.

1-19

$0-$1M