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Finance is the heart of your business. Keep its pulse strong.

Rolling forecasts, margin strategy, and tax-smart planning,
so cash is predictable and profit is repeatable.

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Build financials you can trust

How healthy are your books and reports?

Most small businesses run on incomplete or lagging data. I install a monthly close rhythm, clean chart of accounts, and current reports. Decisions are based on facts, not feelings.

Outcomes: faster month-end close timely reports

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Improve processes that drive profit

Build a better business intentionally.

We fix the money bottlenecks and assess financial risks to support business strategy while improving performance.. You keep more, get paid faster, and understand your costs better.

Outcomes: greater efficiency, better margins, lower costs.

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Begin with the end in mind

Continuity and exit options aren’t “someday”; they’re strategies for today.

Exit planning means getting your business—and your personal finances—ready for the day you leave. We build a simple, proactive plan so ownership can change hands smoothly and the outcome fits your goals (money, timing, and legacy).

Outcomes: clear exit options and known tax impacts

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Tax-centric focus

Know the tax consequences of every financial decision.

Proactive, legal tax planning boosts cash flow, uses pre-tax dollars more efficiently, and often offsets CFO fees. I weave tax timing, entity choice, and distribution planning directly into your forecast—so you keep more of what you earn while staying fully compliant.

Outcomes: no year-end surprises, accurate tax estimates, more after-tax cash.

Hayden McCoy, CFE, EA, CTC, CFP®

Former CFO, now your on-call advisor.

 

Business revenue should be reliable and consistent. I turn messy numbers into a clear, usable plan—so you know what’s coming, what to change, and have an advisor in your corner when decisions arise.

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I’m not just reporting the past; I’m your sounding board for what’s next. Previously, I served as Chief Financial Officer for an eight-figure revenue company, and today I bring that same steady, hands-on leadership to your business.  I blend forensic insight, tax expertise, and management finance into recommendations you can act on. â€‹

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Make your cash predictable and your profits repeatable.

Stronger profits. Smoother cash flow. Smarter taxes.

Let's Connect

If you’re dealing with tax exposure, divorce financial questions, IRS stress, or cashflow pressure — you don’t have to figure it out alone.

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Reach out and tell me what’s going on. I’ll listen, ask a few focused questions, and let you know if I can help.

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No pressure. No judgment. Honest answers.

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Typical response time: within 1-2 business days.

Address

Based in Winter Haven, Florida

Serving clients remotely

Email

Phone

817-210-4009

(call or text)

Conversations are confidential.  I do not share your information.

© 2025 by Synergy Wealthcare Solutions, LLC.

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