Your Complete
Financial Department.

Building a top-tier finance department for your expanding business. Streamline the complexities of growth with our CFO services, cloud accounting solutions, and automation expertise.
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Running a successful business involves more than just the core operations.

That's why we're here to be your trusted partner in financial excellence.

Our Services:

We offer entrepreneurs with groundbreaking financial insights,
cutting-edge financial technology, and an unwavering sense of security.

Accounting

We maintain accurate and up-to-date financial records, ensuring you have a clear view of your company's financial health.

Bookkeeping

Streamline your financial processes with our professional bookkeeping services, leaving no detail overlooked.

Tax Planning and Compliance

Minimize your tax liabilities and stay compliant with ever-changing tax regulations. We handle all your tax needs efficiently.

Financial Analysis

Gain valuable insights into your business's performance with our in-depth financial analysis, helping you make informed decisions.

Cash Flow Management

Ensure your business always has the necessary cash flow to operate smoothly and seize opportunities.

Financial Consulting

Benefit from our expertise in creating long-term financial strategies that lead to sustainable growth.

Fueling Entrepreneurial Growth
Through Financial Expertise

Why Choose Us?

Financial Expertise

We are your one-stop shop for everything finance-related.

Tailored Solutions

Your business is unique, and so are your financial requirements.

Cost Efficiency

Eliminate the need for
an in-house finance department and reduce overhead costs.

Focus on Growth

You concentrate on what you do best – growing your business.

Outsourcing your CFO services is not just about convenience; it's about saving money.

Eliminate the need for an in-house finance department and reduce overhead costs by outsourcing to Vincere Tax.
Vincere Tax - Tax Preparation

Meet Your Dedicated Tax Professionals

Josh Bennett
CFP®, EA

Founder

Connect with Josh

Travis Buck
AAMS©, AWMA©, EA

Partner

Connect with Travis

Dan Horveath
BS. Accounting and Finance

Head of Operations

Connect with Dan

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How we can help you

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How we can help you

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Our Values & Philosophy

Our core values define who we are and how we approach our work:

  • Integrity: We operate with the highest ethical standards, ensuring trust and transparency in all our interactions.

  • Client-Centric: We are committed to our client's success and go the extra mile to exceed their expectations.

  • Innovation: We use innovation and tech for cutting-edge financial solutions that keep clients ahead.

  • Continuous Learning: We never stop learning. Our team stays updated on industry trends and regulations to deliver effective solutions

Don't let financial complexities hold your business back.

Contact us today to schedule your initial consultation and take the first step towards financial excellence. We look forward to working with you.
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Resources

Smart Tax Planning: How to Reduce Your Tax Burden Legally
Understanding Tax Considerations in Divorce
The Risks of Crypto Tax Loss Harvesting
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