Tax Advisor & CFO Services
- Your wealth architect -
designing your financial dreams
It starts here
Tax Advisory
We tailor our tax and business advisory services to fit your unique needs, helping you keep more of what you earn. Whether it’s finding ways to lower your tax bill, making sure your business is set up for maximum savings, or planning ahead so there are no surprises, we’re here to guide you. Not all CPAs take the time to uncover every deduction you’re entitled to—we do.
Annual income starting at $250,000
Up to 5 employees
1 or more managed assets (real-estate, business, etc.)
Looking to structure for protection
Have a professional in your pocket for piece of mind
Tax advisory = reduced tax burden
Perhaps you're beyond this
Revenue starting at $1M per year
Up to 15 employees
1+ managed assets (real-estate, business, etc.)
Ready for professional insights in finances
Budgeting & forecasting starts here
Strategic tax and wealth planning
Tax Advisory+
Premium CFO
CFO services are invaluable for businesses looking to scale and maintain financial stability. A skilled CFO provides expert financial forecasting, helping businesses anticipate cash flow, revenue trends, and potential risks before they become problems. Through strategic budgeting, they ensure resources are allocated efficiently, optimizing profitability while reducing unnecessary expenses. By leveraging data-driven insights, a CFO empowers businesses to make informed decisions, secure funding, and navigate economic fluctuations with confidence.
Need more, still?
Platinum CFO
Platinum CFO services provide businesses with the financial expertise needed to drive sustainable growth. Through detailed forecasting, a CFO analyzes revenue patterns, cash flow cycles, and market conditions to anticipate risks and opportunities with speed and precision. Strategic budgeting ensures optimal resource allocation, balancing cost control with investment in high-impact areas. By maintaining clear, proactive communication, a CFO aligns financial strategy with business goals, refines financial models, and enhances decision-making with real-time data insights. This agility and transparency help businesses scale efficiently while mitigating financial blind spots.
$10m per year+ revenue
Multiple assets managed
15+ employees
Established 3+ years
Ready for the up level
In-depth Risk Management
Priority services, response & attention
Premium CFO+
OUR CLIENTS
TESTIMONIALS
"Sherry is the epitome of why you need a knowledgeable, proactive CPA. Not only does she know the right things to do in the moment, but she actively works with me to ensure that my small business, and ultimately my family, get to see the financial benefits of our hard work."
Business Owner
-Chad C.
"Sherry is a lifesaver and peace of mind provider when it comes to personal and business taxes and finances! We have used her for years to prepare and advise us on our personal and business taxes. Her knowledge is vast! She is exceptional at breaking down the information for you to understand. She definitely puts our minds at ease so we can focus on all the other things that life and business brings our way! Thanks Sherry!"
- Julie W.
Sherry Aland is the kind of tax advisor and accountant everyone wished they had. She's honest, incredibly knowledgeable, and genuinely cares about the people she helps. Her passion for small businesses shines through in everything she does. Whether it's finding ways to save you money or helping your business grow, you can always count on her integrity and dedication, and that kind of trust is processes.
- Dillon Kohler
Excellent service with a super easy to use app interface to build your own personal profile and submit all your tax documents! 10/10!
- Logan Naillon
"Before working with Sherry, I was getting the bare minimum of accounting & tax services with not much of a relationship, it was more of you pay and you get this. Now that we work with Sherry, she has went above and beyond to help us not only better prepare for tax season, but help us in pursuing financial freedom with opportunities for investing & savings.
If you’re looking for someone that’s gonna take care of your accounts and always try to hustle for better opportunities for you this is the route you should take."
-Stetson Frost CEO Lane Frost Brand 5 year customer
Our Mission
At Sherry Aland PC, our mission is to empower small business owners with proactive tax strategies and financial insights that drive growth, minimize risk, and maximize profitability. We combine expert tax planning with tailored CFO services to provide clear, actionable guidance, helping entrepreneurs make confident decisions and build sustainable businesses for the future.
