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Boutique tax advisory and fractional CFO services firm for stressed out business owners
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How to Optimize Your MSP Revenue Mix for Stability & Growth
We have seen MSPs ride waves of hardware booms or project surges and then crash when margins erode, vendors change terms, or clients shift. The key difference between surviving and thriving is diversification: designing a revenue mix so no single stream controls your destiny. As your fractional CFO, we will walk you through how to map, benchmark, and optimize your revenue mix, so you can grow with more predictability, resilience, and margin discipline. The key difference betw
Amanda Garcia
Nov 204 min read
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FAQ: Fractional CFO Services
1. What is a fractional CFO? A fractional CFO is a part-time financial expert who helps your business make smart financial decisions without hiring a full-time executive. They provide strategic guidance, forecasting, and KPI tracking on a flexible basis. 2. Why hire a fractional CFO? Â A fractional CFO gives your business high-level financial leadership at a lower cost. They help increase revenue, reduce costs, improve cash flow, and give actionable advice that makes an immedi
Meliora Consulting
Nov 172 min read
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OBBBA 2025: Key Tax Law Changes Impacting Business Owners and Tech Companies
Understanding the OBBBA and What It Means for Businesses The One Big Beautiful Bill Act (OBBBA) represents one of the most significant overhauls of U.S. tax policy in recent years. Passed in July 2025, the law makes permanent many of the lower tax rates from the Tax Cuts and Jobs Act (TCJA). More importantly, it introduces several business-focused tax changes that affect how U.S. companies invest, finance, and innovate. For business owners and technology companies, these upda
Amanda Garcia
Nov 63 min read
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When and How to Start Planning Your MSP Exit Strategy
Planning an exit strategy early is essential to maximize the value of your MSP and ensure a smooth transition. In this guide, we’ll break down when to start, what to consider, and practical first steps to take today.
Meliora Consulting
Oct 143 min read
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83(b) Elections: Smart Tax Strategy for Restricted Stock in California and Nevada
Filing an 83(b) election is a strategic financial decision for anyone receiving restricted stock in high-growth companies, from Silicon Vall
Meliora Consulting
Sep 303 min read
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Tax Due Diligence in Tech Deals: What SaaS Founders and Private Equity Investors Need to Know
In technology deals, tax due diligence is not just about avoiding penalties. It is about protecting value, building trust, and keeping negot
Meliora Consulting
Sep 293 min read
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Multi-State Tax Compliance for SaaS Startups in California and Nevada
SaaS startups in California and Nevada face complex SALT obligations that require careful planning.
Meliora Consulting
Sep 273 min read
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Top SaaS Startup Tax Mistakes in California and Nevada and How to Avoid Them
Learn the most common tax mistakes SaaS startups make in California and Nevada. Discover strategies to avoid errors in expense classificatio
Meliora Consulting
Sep 273 min read
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LLC Taxes Explained: A Complete Guide for Small Business Owners
Starting an LLC in Nevada is an exciting step for entrepreneurs looking to protect personal assets and establish credibility. But when it...
Meliora Consulting
Sep 153 min read
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