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§ The Virtual CFO · Built into the firm

Your client
doesn't need
a dashboard.
They need a take.

Taxara VCFO turns the firm into a quarterly briefing institution. Every client gets a CFO-grade narrative—the cash story, the tax story, the strategy—with the partner's voice, in the partner's frame.

§ The shift
YESTERDAY
The compliance shop

Quarterly returns. Tax season. A 1099 in March, a refund in June, a P&L PDF if the client asks twice.

TODAY
The dashboard subscription

A read-only screen. Pretty charts. Generic alerts. Clients log in, glaze over, and call you anyway.

TOMORROW
The briefing institution

A quarterly story. Three pages. Your firm's voice. The partner's judgment. The client's cash, explained.

§ Four deliverables · auto-drafted, partner-reviewed, client-shipped

Quarterly. Cinematic.
Always on time.

§ VCFO-1
The CFO Snapshot

A 3-page PDF. Cash position, runway, three risks, three opportunities, the partner's recommendation. Drafted in 90 seconds.

§ VCFO-2
The Cash Intelligence Layer

13-week rolling forecast. Scenario modeling. Variance analysis. Auto-alerts when reality drifts > 8%.

§ VCFO-3
The Tax Strategy Memo

YTD position vs. plan. Timing moves. Estimated payment recommendations. Section 199A optimization.

§ VCFO-4
The Annual Review

A 12-page narrative. Branded. Print-grade. Goldman-grade. Signed by the partner.

The partner
becomes the
institution.