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A concierge-level CFO experience personally led by our CEO.

High-touch financial leadership for businesses seeking maximum impact.

NAV'S WHITE GLOVE CFO

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CEO-Level Oversight

Your account is exclusively overseen by our CEO, ensuring a high level of accountability and strategic focus. This hands-on leadership supports exponential growth and tax efficiency.

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Hands-On Strategic Planning

Monthly CFO meetings and quarterly in-person strategy sessions focus on performance, planning, and execution. These sessions deliver actionable insights, not generic advice.

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Proactive Tax Strategy

We provide quarterly tax planning and ongoing strategy reviews throughout the year. You stay informed and prepared as tax laws and regulations evolve.

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Personalized Partnership

We operate as an extension of your leadership team, providing trusted financial guidance at every stage. The relationship is proactive, tailored, and highly collaborative.

What’s included in White Glove CFO:

Achieve your financial goals with NAV Capital Consulting.

Begin your stress free financial issues now

  • Direct oversight by the CEO

  • Quarterly tax planning and strategy

  • Ongoing tax law and regulatory updates

  • Monthly CFO strategy meetings

  • Quarterly in-person strategic planning sessions

  • All Fractional CFO services included

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