Dogwood Tax | Advisory | CFO

Providing entrepreneurial business owners with the clarity and confidence they need to achieve their vision.

Our Guarantee

No long-term contracts.
If you don't receive value, you don't pay.
Fire us when you want to.

We handle the numbers, you handle the vision. Our managed accounting and fractional CFO services unlock your time to run your business or organization, not manage accountants. Our tax strategy reduces your tax burden and helps you conserve capital to continue growth. We remove the accounting and tax burden so you can do what you love.

Industries we service

Reach out to us directly to see if we are a good fit!

Why Choose  Dogwood Tax & Advisory?

Choose us because we are different and you are tired of trying to manage an accounting function of your business or organization that is not working. We will streamline your processes and get you the information you need to make good, financial and business decisions.

We Are Accessible

Responsive, Accessible, and Proactive – Strong client relationships start with accessibility. Unlike firms focused on billable hours, we prioritize your needs with quick, proactive communication. Whether it’s a call for advice or an in-depth meeting, we’re here—no hidden costs, no delays. Our commitment: responsive, transparent, and client-focused service.

We Are Forward Thinkers

Proactive and Future-Focused – We don’t just solve problems; we anticipate them. By staying ahead of industry trends and leveraging the latest technology, we deliver insights and strategies that keep you agile and ready for what’s next. Our focus is always on the road ahead, helping your business thrive.

We Understand Because We’ve Been There

Empathetic and Experienced – With real-world expertise across industries, we know the challenges you face. We combine technical knowledge with genuine care, offering practical solutions tailored to your goals. Think of us as a trusted partner invested in your success.