Careful Accounting
and CFO Guidance That Turns Guessing Into Confident Decisions
We partner with small business owners to handle the books, build real-time dashboards, and deliver on-demand CFO advice—so you can make confident decisions, pay less in taxes, and grow with clarity.
You Don’t Trust Your Numbers, and You’re Stuck Guessing About Cash, Profit, and Taxes.
You’re not alone.
Many small business owners are forced to make important decisions with financials that are incomplete, unclear, or out of date. You’re never fully sure what’s safe to spend, how profitable you really are, or what tax surprises may be ahead. The stress builds, the stakes get higher, and every choice starts to feel like a guess—but it doesn’t have to stay that way.
Know exactly where you stand on...
We provide small business owners with careful bookkeeping, proactive tax planning, and fractional CFO support.
We step in as your careful accounting and fractional CFO partner, building a clean, dependable financial foundation and then layering on real-time insight. Our team handles the day-to-day bookkeeping, reconciliations, and reporting, then delivers what most small businesses never get: custom dashboards, proactive tax planning, and CFO-level guidance at a fractional cost. Using our Client Roadmap and Scorecard, we walk with you through a clear process—getting your numbers right, making them easy to understand, and turning them into confident decisions about cash, profit, and growth.
$100M
REVENUE MANAGED
$30M
CAPITAL RAISED FOR CLIENTS
$15M
DOLLARS SAVED
2.5M
TRANSACTIONS REVIEWED
Our Core Services
We provide careful accounting and CFO-level guidance for small business owners who want real-time clarity—not more complexity.
Bookkeeping
Accurate, up-to-date books with clean reconciliations, organized financial statements, and a clear picture of cash, profit, and trends.
Payroll
Reliable payroll processing, tax filings, and compliance so your team is paid correctly and on time—without you living in the software.
Tax Planning
Proactive, year-round tax strategy designed to minimize what you owe, avoid surprises, and keep more profit in your pocket.
Fractional CFO
CFO-level insight at a fraction of the cost—budgeting, forecasting, cash flow planning, and strategic financial advice tailored to your goals.
Software Consulting
Selection, setup, and optimization of your accounting and financial tools, including custom dashboards and reporting built around your business.
Our Story
NetAdvizor exists for small business owners who are serious about their numbers but don’t want to become accountants to understand them. Co-founded by Jordan Fulton, MACC, CFP® and Tim Davis, CRPC®, we combine careful accounting, proactive tax planning, and fractional CFO insight to give you real-time clarity on your finances and a trusted partner in your corner.
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Jordan brings deep experience in financial planning, tax strategy, and advising business owners. Tim brings a complementary skill set in bookkeeping and operations, ensuring the day-to-day financial engine of your business runs smoothly and accurately. Together, they’ve been instrumental in growing NetAdvizor into a firm that not only delivers clean numbers, but also the systems, processes, and insight owners need to make confident decisions.
What makes us different is how we work:
We genuinely care about your people and your business.
We deliver knowledgeable, competent guidance you can rely on.
We build relational, long-term partnerships, not transactional engagements.
We act as confident trailblazers, helping you adopt better systems, better habits, and better financial thinking.
With NetAdvizor, you don’t just get reports—you get a team that knows your business, watches the numbers with you, and helps you move forward with confidence.
Get Clear on Your Numbers
Before Your Next Big Decision
Subscribe to the NetAdvizor mailing list and get instant access to our Small Business Financial Clarity Checklist—a simple, one-page guide to make sure your books, cash flow, and taxes are ready for growth.
When you join, you’ll also receive:
✓ Short, practical emails on how to read your numbers like a CFO
✓ Tax-saving ideas for small business owners (without the jargon)
✓ Tips on dashboards, software, and systems that actually make your life easier
✓ No spam. Just real, careful accounting insight to help you lead your business with confidence.
Ready to Stop Guessing and Finally Trust Your Numbers?
You don’t have to keep running your business on blurry financials, surprise tax bills, and late-night spreadsheets. With careful accounting, real-time dashboards, and fractional CFO support, NetAdvizor gives you the clarity and confidence you’ve been missing—backed by a month-to-month, money-back guarantee. If you’re ready to make better decisions with better numbers, we’d be honored to partner with you.