Proactive Tax and CFO Advisory
Get organized. Grow your business. Pay less tax.
Our systems are built for growth-minded business owners who want to reduce taxes, increase cash flow, and make smarter financial decisions year-round, not just at tax time.
150+
$78,652
Average Tax Savings per Client
Tax & Financial Strategies
$14m
Saved in Taxes in the last 5 years
Our Two Core Systems
CFO Success System
Turn financial data into powerful growth decisions.
Get the insight of a full-time CFO without the six-figure cost. Our monthly advisory system tracks your key KPIs to boost profit, improve cash flow, and help you grow strategically.
Tax Advisory System
Pay less tax, plan with confidence, and eliminate year-end surprises.
We help you implement 150+ proven tax and financial strategies designed to cut your tax bill by 30–50% and accelerate your business growth.
Services That Multiply Your Results
Accounting & QuickBooks
Accurate books that power better strategy.
Get reliable monthly accounting and QuickBooks support that keeps your data clean and ready for smarter tax planning.
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R&D Tax Credits
Uncover hidden credits with AI-powered analysis.
We use advanced software to identify every qualifying activity, maximizing your research and development tax credits.
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Accelerate depreciation, increase cash flow, and reduce your tax burden.
Our IRS-compliant software identifies every asset using industry-leading construction cost data.
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Cost Segregation Studies
Why Businesses Choose Kaufmann Advisors
Proactive, Not Reactive
We plan ahead, not after the fact.
Year-Round Guidance
Quarterly and monthly strategy sessions keep you on track.
Expert + Tech-Driven
Integrating technology and AI-powered software combined with real world CPA experience so you never lose that personal touch.
Results That Speak
Clients save an average of $78,652 per year in taxes and add $250,000 in cash flow or more every year.
Ready to find your next financial breakthrough?
Click below to schedule your Free Financial Assessment.
In one short meeting, we’ll estimate your potential savings and show how a proactive plan can change everything for your business.
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Kaufmann Advisors is a California-based CPA firm with offices in San Francisco, serving clients across the U.S. and internationally. Our experienced CPAs and accountants help business owners with bookkeeping, tax planning, and tax preparation. We can help you proactively improve cash flow, reduce taxes, and build smarter financial strategies year-round.
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