From virtual CFO partnerships to tax strategy and data analytics, RAI Cru delivers financial clarity at every stage of growth.
Strategic financial leadership without the full-time salary. We sit in the CFO seat with you—owning the numbers, translating them into decisions, and keeping your cash, taxes, and growth plan aligned.
Includes: monthly financial review meetings, forecasting and budgeting, KPI dashboards, cash flow and runway planning, board/funding presentation prep.
More than filing—this is about engineering the tax side of your business and family balance sheet so you keep more, legally. We look across entities, owners, and trusts to maximize tax savings while staying in well-documented, defensible positions.
Includes: proactive tax planning, entity and compensation structure reviews, multi-state and nexus assessments, IRS/state notice resolution, coordination with your attorneys and other advisors.
When a decision has real dollars attached, you don’t wing it—you model it. We help you pressure-test the “what ifs” so you can move forward with a clear financial story.
Includes: pricing and profitability analysis, new location/service feasibility, debt and financing scenarios, buy/sell and partnership modeling, compensation and bonus plan design.
Is your business still being run by 3,000 spreadsheet cells and a prayer? We turn scattered, messy data into a clean, reliable source of truth. From analytics and dashboards to data hygiene and governance, you get numbers you can trust and systems that actually support decisions.
Includes: KPI and reporting design, dashboard and data model builds, data quality and governance review, workflow mapping, and targeted automation (intake, reminders, handoffs).
Share where your finances feel noisy, and we’ll map out a simple, actionable plan—whether you need virtual CFO support, tax strategy, or better data.