Outsourced CFO Solutions

Outsourced CFO Solutions No annoying tax professional lingo. Just straight, authoritative and friendly expert advice. Outsourced CFO Solutions, Inc.

helps businesses create an enduring competitive advantage, improve financial strategies, cash flow, and more. We are an innovative team of business, financial, and tax professionals combining knowledgeable expertise with responsive service. We provide collaborative solutions for small and medium businesses in the Northern California Region needing comprehensive Chief Financial Planning solutions,

consulting, coaching, and related services to address not only today’s needs but tomorrow’s vision. Our ultimate goal is increasing both your personal and professional wealth.

2026 Tax Law Changes You Should Know About!Happy New Year! As you’re packing away the holiday decorations and making (or...
01/13/2026

2026 Tax Law Changes You Should Know About!
Happy New Year! As you’re packing away the holiday decorations and making (or breaking) your resolutions, there’s one more thing to add to your “fresh start” list: getting up to speed on the 2026 tax law changes. Learn more,

Understand the 2026 tax law changes with an easy, no-stress guide covering new tax brackets, deductions, credits, and planning tips.

Wrapping Up the Year: Smart Moves for Small Business Before MidnightDecember is a unique month for small business owners...
12/10/2025

Wrapping Up the Year: Smart Moves for Small Business Before MidnightDecember is a unique month for small business owners. It’s full of celebrations, end-of-year deadlines, and the odd mix of excitement and exhaustion. You’re juggling client gifts, last-minute sales, employee bonuses, and financial records. And then there’s the other “holiday” that comes at the end of the year, tax season preparation. Learn more,

December is a unique month for small business owners. It’s full of celebrations, end-of-year deadlines, and the odd mix of excitement and exhaustion. You’re juggling client gifts, last-minute sales, employee bonuses, and financial records.

Things Small Business Owners Can Be Thankful For (Yes, Even in Tax Season)Running a small business isn’t for the faint o...
11/12/2025

Things Small Business Owners Can Be Thankful For (Yes, Even in Tax Season)

Running a small business isn’t for the faint of heart. You’re the CEO, the customer service team, the janitor, and sometimes the IT department all rolled into one. And then there are taxes, those mysterious, ever-changing rules that can make even the bravest entrepreneur want to hide under the Thanksgiving table.

But with Thanksgiving here, Learn more,

Running a small business isn’t for the faint of heart. You’re the CEO, the customer service team, the janitor, and sometimes the IT department all rolled into one. And then there are taxes, those mysterious, ever-changing rules that can make even the bravest entrepreneur want to hide under the T...

Spooky Small Business Mistakes That Haunt at Tax TimeOctober is the month of pumpkins on porches, spooky movie marathons...
10/14/2025

Spooky Small Business Mistakes That Haunt at Tax Time
October is the month of pumpkins on porches, spooky movie marathons, and kids dressed like superheroes running door-to-door. But for small business owners, October can also be a reminder of something far scarier than ghosts or goblins: tax mistakes. Learn more,

Discover the spooky tax mistakes that haunt small business owners—and learn how to avoid them with smart planning before they cost you.

September Kickoff: Setting Your Small Business Game PlanFall isn’t just football season, it’s business season, too. Afte...
09/11/2025

September Kickoff: Setting Your Small Business Game Plan

Fall isn’t just football season, it’s business season, too. After a summer that may have been full of vacations, slower sales, or simply a different rhythm, September has a way of snapping everyone back into gear. Learn more,

September is business kickoff season. Learn winning strategies to clean up books, plan for taxes, and set your small business up for year-end success.

Labor Day: The Tax and Financial History Behind the HolidayWhen most people think of Labor Day, they picture barbecues, ...
08/29/2025

Labor Day: The Tax and Financial History Behind the Holiday
When most people think of Labor Day, they picture barbecues, a long weekend, or the unofficial end of summer. But behind the holiday is a deeper story about the financial history of America — one tied to wages, working conditions, and the way our tax system evolved to support both workers and businesses. Read more,

Strategic CFO planning & consulting services in Roseville, CA. Optimize your financial strategies for success. Contact us now! Call 916-773-7053

What the New “Big Beautiful Bill” Means for Business Owners and TaxpayersOn July 4, 2025, a sweeping piece of legislatio...
07/15/2025

What the New “Big Beautiful Bill” Means for Business Owners and Taxpayers
On July 4, 2025, a sweeping piece of legislation—the so-called “Big Beautiful Bill”—was signed into law. While there’s plenty of buzz (and plenty of opinions) surrounding this massive bill, we’re focused on what matters most to our clients: the tax and business updates that could shape your strategy going forward. Learn more,

On July 4, 2025, a sweeping piece of legislation—the so-called “Big Beautiful Bill”—was signed into law. What does this mean for you?

Effective bookkeeping is the backbone of any successful business. It not only helps you keep track of your finances but ...
05/15/2025

Effective bookkeeping is the backbone of any successful business. It not only helps you keep track of your finances but also provides valuable insights that can guide your decision-making. Here are some best practices to help you maintain accurate and efficient bookkeeping.

Effective bookkeeping is the backbone of any successful business. It not only helps you keep track of your finances but also provides valuable insights that can guide your decision-making. Here are some best practices to help you maintain accurate and efficient bookkeeping.

IRS Raises Retirement Plan Contribution Limits and Introduces Super Catch-Up for 60-63-Year-Olds in 2025. Learn how the ...
04/14/2025

IRS Raises Retirement Plan Contribution Limits and Introduces Super Catch-Up for 60-63-Year-Olds in 2025. Learn how the new 2025 retirement contribution limits and age-based catch-up rules can boost your savings strategy. Learn more,

Learn how the new 2025 retirement contribution limits and age-based catch-up rules can boost your savings strategy.

Take Me Out to the Ballgame! Opening night of Major League Baseball in Sacramento!
04/12/2025

Take Me Out to the Ballgame! Opening night of Major League Baseball in Sacramento!

Chasing Your Financial Pot of Gold: How to Manage Windfalls and Plan for ProsperityMarch is a month of renewal, opportun...
03/12/2025

Chasing Your Financial Pot of Gold: How to Manage Windfalls and Plan for Prosperity
March is a month of renewal, opportunity, and, yes, a little luck. As we prepare for spring and celebrate St. Patrick’s Day, it’s hard not to think about the proverbial “pot of gold” at the end of the rainbow. While finding a magical fortune might be a dream, many of us experience financial windfalls in real life—unexpected bonuses, tax refunds, inheritances, or even the proceeds from selling a business.

But here’s the key question: What do you do when you stumble upon your own pot of gold? Learn more

Receiving a financial windfall can feel exhilarating, but it’s essential to handle it wisely. Without a plan, that newfound money can disappear as quickly as it arrived. Here are some steps to ensure your windfall leads to long-term prosperity:

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9001 Foothills Boulevard, Suite 120
Roseville, CA
95747

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