Bennett Financials is a fractional CFO and tax planning firm built for one type of business — US-based service companies doing $1M–$20M in revenue that are growing but not as profitable as they should be.

We run every client through the same diagnostic system — the 60-15-15 framework. 60% gross margin, 15% sales and marketing, 15% G&A, 30% operating profit. Most service businesses are nowhere near these numbers. We find out why, fix the leaks, and build the financial infrastructure that makes scaling actually profitable.

To date we've delivered $105M+ in tax savings and manage $96.2M in client revenue across 26 active engagements. Every result came from the same system applied to real businesses with real problems.

We don't do compliance. We don't file and disappear. We install a financial operating system that drives margins, deploys proactive tax strategy, and builds businesses worth selling — or worth keeping.

If you run a service business doing $1M–$20M and want to know exactly where your numbers stand, the Scale-Ready Assessment is free.

bennettfinancials.com/the-scale-ready-assessment

Bennett Financials

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