Boutique to SMB Onyx Tax, LLC operates as a boutique tax and accounting firm serving small to medium-sized business owners, presenting a clear entry point for cross-selling outsourced CFO, tax planning, and multi-entity compliance services to growing SMBs.

Comprehensive CFO Offer virtual CFO and Controller services as an affordable alternative to full-time hires for growing clients, highlighting opportunities to upsell ongoing financial leadership, budgeting, cash flow management, and strategic tax planning.

Multi-entity Expertise Emphasize specialized knowledge in complex and multi-entity tax situations to target businesses undergoing restructuring, mergers, or multi-entity operations, presenting a pathway to retainers for ongoing compliance and planning.

Compliance Leverage Position IRS notice and delinquent filing support as a risk mitigation service to attract clients facing penalties or backlogs, offering remediation, back taxes strategies, and proactive compliance packages.

Tech-Driven Efficiency Leverage the firm’s technology stack (WordPress, Google Cloud, analytics and marketing tools) to propose data-driven engagements, streamlined workflows, and scalable client portals that improve delivery for growth-stage businesses.