ESTABLISH THE FOUNDATION
Financial Clarity
For owners who need a reliable view of business performance.
- Accounting and monthly reporting
- A focused financial scorecard
- A recurring review of your results
- Clear priorities for the next month
YOUR NEXT CHAPTER STARTS WITH CLARITY
A clearer view.
A stronger
business.
Know where you stand. Understand what comes next. Build a business worth more—with a CPA advisor by your side all year.
Mike Rasmussen, CPAYour numbers. Your goals. Your advisor.
BUILT AROUND YOUBig decisions deserve
a real conversation.
a real conversation.
More clarity. More possibility.
A plan for today. A view of tomorrow.
01Your numbers, made clear
02A conversation every month
03An eye on long-term value
ADVICE THAT MOVES WITH YOUR BUSINESS
You’re building something.
Let’s give it direction.
You know your business. We help you see the financial picture behind it.
Whether you’re weighing a new hire, managing a tight month, or planning your next location, you deserve a sounding board who understands the numbers and the stakes. Rasmussen Tax Group brings accounting, tax strategy, and CFO-level thinking into one ongoing relationship.
YOUR BUSINESS, AT A GLANCE
Fewer reports to read.
More insight to act on.
Start with the numbers that matter to you. A focused financial dashboard puts cash, margins, and collections in context—so you can spot a change and decide what to do about it.
01
See where you standFour or five key measures, selected for your business.
02
Understand what changedTrends and plain-language explanations, reviewed with your advisor.
03
Know your next moveA short list of priorities, with someone to follow through.
R/
Your business snapshot
ILLUSTRATIVE DATAFinancial overview
Cash on hand$124,800Available at month end
Gross margin42.6%+2.4 points vs. prior month
Monthly revenue$186,400+8.2% vs. prior month
Days to collect38 daysTarget: 30 days
Revenue & gross profitLast 6 months
$200k$100k$0
Apr
May
Jun
Jul
Aug
Sep
■ Revenue■ Gross profit
A conversation worth havingSales are growing. Collections are taking longer. Let’s review overdue invoices before adding new expenses.
Example dashboard only. Figures are fictional; this is not a connected client account.
THE RIGHT SUPPORT, AT THE RIGHT MOMENT
From everyday numbers
to big-picture decisions.
Your needs will change. Your advisory relationship should have room to grow with them.
01
Accounting & reporting
Reconciled books, a consistent monthly close, and financial statements you can understand. A dependable foundation for every conversation.
Start with numbers you can trust.02
Fractional CFO advisory
A part-time financial leader and ongoing sounding board. Work through pricing, hiring, investment, and growth with someone who knows your business.
Make the next decision with perspective.03
Dashboards & performance
Track the measures that drive your results—from gross margin and labor efficiency to cash runway and customer concentration.
See what needs your attention.04
Cash flow & forecasting
Look ahead with a rolling cash forecast, an operating budget, and practical scenarios. Understand the cash impact before committing to a plan.
Prepare for the months ahead.05
Proactive tax strategy
Bring tax considerations into business decisions throughout the year. Review your plans with a CPA before a major purchase, expansion, or change.
Put tax planning in the conversation early.06
Business value & exit readiness
Understand the earnings, risks, and records behind your business’s value. Build a plan for a future sale, succession, or financing conversation.
Build toward your next chapter
A SHARED VIEW. A PRACTICAL PLAN.
A RELATIONSHIP WITH A RHYTHM
Every month,
we move forward.
The value comes from what we do with the numbers together.
- 01
Get the picture right.
Review the books, resolve open questions, and bring the financial story into focus.
- 02
Have the conversation.
Meet to discuss what changed, what concerns you, and which decisions are coming up.
- 03
Choose the next steps.
Agree on a few clear actions, who owns them, and what progress should look like.
- 04
Keep the plan moving.
Follow up on priorities and bring new questions into the relationship between reviews.
BUILD VALUE BEFORE YOU NEED TO PROVE IT
What you earn matters.
What you’re building
matters, too.
A stronger business gives you options. Keep growing. Bring in a partner. Pass it on. Prepare for a sale. We connect today’s financial decisions to the future you want.
01 / UNDERSTAND
Know what drives your value.
Review normalized EBITDA—the earnings picture after appropriate adjustments—and document the reasoning behind potential add-backs.
02 / STRENGTHEN
Work on what you can change.
Address margin pressure, customer concentration, inconsistent records, and dependence on the owner.
03 / PREPARE
Be ready for the conversation.
Organize financials and supporting records for lenders, prospective buyers, and your other professional advisors.
Any business value estimate is directional and for planning; it is not a certified appraisal or a guarantee of sale proceeds.
MIKE RASMUSSEN, CPAEXPERIENCE WITH A PERSONAL PERSPECTIVE
A CPA who gets
to know your business.
And where you want to take it.
Mike Rasmussen brings more than 35 years of tax experience to the conversations business owners need to have. His work with entrepreneurs, his writing for PMQ Magazine, and his industry speaking connect financial expertise with the realities of running a business.
That perspective shapes our advisory approach: listen carefully, make the numbers understandable, and help you think through the next decision.
Meet your advisorBASED IN CONWAY, ARKANSASWORKING WITH OWNERS NATIONWIDE
SUPPORT THAT FITS YOUR NEXT STAGE
Start where you are.
Build from there.
We’ll discuss your goals and the state of your books, then agree on the scope, meeting rhythm, and fee before work begins.
BUILD THE ADVISORY RELATIONSHIP
Ongoing Advisory
For owners making bigger decisions and planning their next move.
- The Financial Clarity foundation
- Monthly strategic advisory sessions
- Cash forecasting and budget review
- Tax planning and decision support
PLAN FOR WHAT’S NEXT
CFO & Value Strategy
For owners preparing for growth, financing, or a future transition.
- Expanded fractional CFO guidance
- Scenario and financing analysis
- Earnings and value-driver review
- Exit and succession readiness
Each engagement is tailored. Services, timing, and fees are confirmed in your written agreement.
INSIGHTS FROM MIKE
Practical thinking
for business owners.
Tax and financial guidance from Mike’s contributions to PMQ Magazine and industry publications.See all articles
RESTAURANT TAXESPMQ MAGAZINE
Per Diem Rates and Processing Fees for Restaurants
Learn how restaurant owners can properly reimburse travel expenses and understand per diem allowances for away-from-home business travel.
Read the article
RESTAURANT TAXESPMQ MAGAZINE
Reporting Cash and Credit Card Sales
Understanding the IRS requirements for separating cash and credit card payments, and how Form 1099-K affects your restaurant's tax reporting.
Read the article
RESTAURANT TAXESPMQ MAGAZINE
Budget Basics for Restaurant Owners
Setting up a budget is one of the few ways you can seize control of your business finances before matters drift toward disaster.
Read the articleLET’S TALK ABOUT YOUR BUSINESS
You don’t have to
figure it all out alone.
Bring the question you keep coming back to.
We’ll start there.
A free introductory conversation. No obligation.