LIVE: Ask a CFO Anything

Tax Planning & Going Beyond Basic Deductions

Join Fully Accountable’s CFO team for a live, interactive Q&A focused on smart tax planning strategies that go beyond the Big Beautiful Bill deductions so you can keep more of what you earn.

Whether you’re scaling fast, navigating tough decisions, or just want a second opinion on your numbers, this is your chance to ask experienced CFOs anything.

No slides. No pitch. Just answers.

Save the Date: 2026 dates coming soon!

Reserve Your Spot

Seats are limited to keep the sessions interactive.

What You’ll Get:

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Real-time answers from seasoned CFOs

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Insight into what’s actually working for today’s operators

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Answers to your burning questions on cash flow, margins, pricing, taxes—you name it

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A judgment-free space to get clarity on your numbers

Your Financial Experts

Rachel Phillips

Rachel is the CEO and founder of Fully Accountable, who has helped thousands of digital company owners double their profit margins.

Tyler Kitchens

Tyler is a fractional CFO at Fully Accountable who specializes in increasing profitability for organizations, achieving an average profitability percentage improvement of 15% across various projects.

Amy Shepker

Amy is a fractional CFO at Fully Accountable who specializes in optimizing cash flow management for high-growth companies with revenues ranging from $5 million to over $60 million.

Chris Giorgio

Chris is the President, CFO, and founder of Fully Accountable with deep expertise in tax planning and preparation and implementing business growth strategies.

Corey Niggel

As a CFO, Corey has a track record of navigating multiple M&A transactions and complex financial landscapes. He consistently helps clients find over $100,000 in product costs by developing processes and systems for inventory management.

Natalie Adams

Natalie serves as a CFO for a portfolio of Direct-to-Consumer clients, managing revenues from $5 million to $100 million. Her areas of proficiency include streamlining financial operations, optimizing cash flow, and maximizing profitability.

Ashley Tadla

As a CFO, Ashley has a track record of identifying cost inefficiencies and consistently helps ad agencies and digital companies increase their profits and overall net income. Her background spans multiple industries, with a strong focus on supporting eCommerce enterprises.