Client Portal





Fractional CFO & Financial Leadership for Growth-Minded Businesses

Integrated bookkeeping, strategic tax planning, and CFO-level guidance for businesses with $500K-$2M revenue. Serving the East Coast corridor with virtual-first service from Philadelphia to New York and beyond.





Who We Serve

Is Your Financial Infrastructure Holding You Back?

You've built a successful business generating $500K-$2M in annual revenue. But your financial infrastructure hasn't kept pace with your growth. Right now, you're dealing with:

  • Books that are 2-3 months behind, making it impossible to make informed decisions
  • Surprise tax bills because no one's doing proactive planning
  • Hours wasted each week on QuickBooks instead of growing your business
  • The nagging feeling that you don't really understand your numbers

You don't need a full-time CFO (and can't justify the $150K+ salary). But you've outgrown DIY bookkeeping and basic compliance work. That's where we come in.


How We Help

Strategic Financial Management, Not Just Bookkeeping

Cayden Financial Group provides fractional CFO services, integrated tax planning, and strategic bookkeeping designed for growing businesses. We don't just categorize transactions - we deliver the financial clarity and strategic guidance that enable sustainable growth.

Unlike basic bookkeepers who hand you off to a tax preparer at year-end, we provide:

  • Integrated bookkeeping + tax preparation + proactive tax planning (one team, one relationship)
  • Real-time financial visibility (know where you stand, always)
  • Strategic CFO guidance (make confident decisions about hiring, pricing, investments)
  • Direct access to 18+ years of financial leadership experience

You get the financial infrastructure of a $5M+ company without the cost of a full-time CFO.

Small Business Owners

Comprehensive business tax and accounting

Entrepreneurs

Strategic planning for growing ventures

Individual Taxpayers

Personal tax preparation and planning

U.S. Expatriates

International tax compliance and planning

Real Estate Investors

1031 exchanges and property tax strategies

Self-Employed Professionals

Quarterly estimates and deductions

High-Net-Worth Individuals

Advanced tax planning strategies

Startups

Formation, structure, and early-stage guidance

Your Trusted Partner in Financial Success

1

18+ YEARS OF FINANCIAL LEADERSHIP EXPERIENCE

Since 2007, we've guided businesses and nonprofits through growth, audits, tax planning, and complex financial challenges. You're not getting junior staff—you work directly with Rahsaan Cummings, who brings nearly two decades of hands-on CFO and controller-level experience.

2

INTEGRATED BOOKKEEPING + TAX PLANNING

Unlike bookkeepers who hand you off to a separate tax preparer, we provide year-round tax planning integrated with your monthly bookkeeping. No more surprise tax bills. No more missed deductions. One team, one relationship, complete financial clarity.

3

NONPROFIT GRANT COMPLIANCE EXPERTISE

We specialize in nonprofit financial management with deep expertise in grant compliance and fund accounting. Trusted by Ford Foundation and Howard Gilman Foundation grant recipients to manage complex funding requirements with zero compliance issues.

4

VIRTUAL-FIRST, NATIONWIDE SERVICE

We serve clients across the East Coast and beyond with fully remote service. Optional in-person meetings available at our Philadelphia office for local clients who prefer face-to-face collaboration.

5

AI-ENHANCED, HUMAN-GUIDED APPROACH

We leverage cutting-edge AI tools for transaction processing and automation—then apply human expertise for strategic analysis, tax planning, and CFO-level guidance. You get faster, more accurate bookkeeping with the personal attention and strategic thinking that AI can't replicate.

Core Services

Tax Preparation & Filing

Ensuring accurate and timely tax submissions for individuals and businesses, maximizing deductions and compliance.

Bookkeeping & Accounting

Maintaining organized financial records to provide clear insights into your business's health and ensure accuracy.

Payroll Services

Streamlining payroll processes, ensuring employees are paid accurately and on time, and handling tax obligations efficiently.

Financial Statements & Reporting

Providing clear and comprehensive financial statements to inform decision-making, track performance, and maintain transparency.

Business Formation & Structure

Assisting with the legal and tax aspects of starting and structuring your business for optimal growth and compliance.

How We Get Started

STEP 1: COMPLIMENTARY FINANCIAL ASSESSMENT (60 minutes)

We'll review your current financial setup, understand your goals, and identify opportunities. No pressure—just an honest conversation about whether we're a fit.

STEP 2: CUSTOMIZED PROPOSAL

If we're aligned, we'll send a detailed proposal outlining the recommended service package, pricing, and expected outcomes based on your specific situation.

STEP 3: IMPLEMENTATION (30 days)

Once you're on board, we'll handle setup, catch up any backlog, and establish your baseline financial statements. By day 30, you'll have clean, current books and a clear financial picture.

STEP 4: ONGOING PARTNERSHIP

Monthly bookkeeping, financial statements, advisory calls, and proactive tax planning become your new normal. You focus on growth—we handle the financial infrastructure.

Frequently Asked Questions

1

Q: Do you work with businesses outside of Philadelphia and New York?

A: Yes! We serve clients across the United States with virtual-first service. Most communication happens via email, phone, and video calls. We have an office in Philadelphia for local clients who prefer in-person meetings, but location is not a limitation.

2

Q: What if my books are a mess and months behind?

A: That's exactly the situation we specialize in fixing. During implementation, we'll catch up your backlog and establish clean baseline financials. Most clients are current within 30 days.

3

Q: Do I need to be a certain size to work with you?

A: Our services are designed for businesses with $500K-$2M in annual revenue. If you're below $300K, we're probably not the right fit yet—but we're happy to recommend other providers and reconnect once you've grown.

4

Q: What accounting software do you work with?

A: We primarily work with QuickBooks Online, which we recommend for most growing businesses. If you're using other software, let's discuss during your financial assessment.

5

Q: Do you handle payroll?

A: We coordinate with your existing payroll provider and can recommend trusted partners if needed, but payroll processing is not included in our core packages.

6

Q: How is this different from hiring a full-time bookkeeper or CFO?

A: A full-time bookkeeper typically costs $45K-$60K/year but lacks strategic CFO-level expertise. A full-time CFO costs $150K-$250K+. Our fractional CFO model gives you strategic financial leadership at $24K-$42K/year—a fraction of the cost with the expertise you need.

7

Q: What's your cancellation policy?

A: We work on a month-to-month basis with 30 days notice. No long-term contracts or lock-ins. We believe in earning your business every month through excellent service.

Ready to gain clarity, confidence, and control over your business finances?

Schedule your complimentary 60-minute financial assessment. We'll review your current setup, identify opportunities, and recommend the right solution for your business.

Minimize Your Tax Burden

Strategic planning to keep more of what you earn

Maximize Financial Clarity

Clear reporting and insights for better decisions

Stay IRS Compliant

Peace of mind with expert guidance



Cayden Financial Group
1201 North Orange Street, Wilmington, Delaware 19801, United States
caydenfinancial.com
302.898.0364

Copyright © 2025 Cayden Financial Group - All Rights Reserved.

Privacy Policy and Terms of Conditions