CFO services for growth-minded entrepreneurs & content creators.

You make good money but don't know how to optimize it. Offload your taxes, bookkeeping, & financial planning to a pro, so you can continue to grow.

Free AssessmentWhat We Do
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Taxes are your biggest expense. Make a plan to minimize them.

Tax preparation is essential (and we do that too), but it's looking at what already happened in the past. Tax planning is looking into the future for opportunities to minimize your business and personal taxes over your lifetime.

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One-stop shop.

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Tax Planning & Preparation

The tax code is complex, but it contains an abundance of opportunity for the self-employed. We make sure you're taking full advantage of it.

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Wealth Management

Through our affiliate, Spark Wealth Advisors, we provide comprehensive financial planning & investment management. Let's optimize your investment strategy for wealth building and financial freedom.

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Bookkeeping

Tracking your invoices, receipts, expenses, & tax payments can be time consuming. Buy your time back by letting a QuickBooks pro take over.

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Who we serve

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Entrepreneurs & Business Owners

Running a business requires wearing many hats (ask us how we know). Working with us as your personal CFO allows you to bundle up your financial responsibilities and hand them off to someone who does it day in and day out, for a fraction of the cost of a full-time employee. We keep you in the loop with periodic updates on the need-to-know stuff.

Content Creators

TikTok, OnlyFans, Twitch, YouTube and other social media content platforms give you the ability to make 6 and 7-figure incomes. But are you optimizing it? We help content creators and influencers minimize their taxes, supercharge their investments, and plan for financial freedom when they want to put away the tripod.

1099 Contractors & Consultants

Being paid by 1099 comes with extra responsibilities. But with the right knowledge, contractors can take advantage of opportunities for write-offs, tax-advantaged retirement accounts, and strategic planning that can dramatically reduce their tax burden — helping them keep more of what they earn and build lasting financial security.

FAQ

If you don't see your question here, give us a call or send us an email anytime.

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(904)-853-1068
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info@sparkwealthadvisors.com
I don't live in Jacksonville. Can I still work with you?
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Yes! About 90% of our clients are virtual. We've found that we can efficiently get our work done together by meeting via Zoom and uploading documents to our encrypted online portal.

What types of clients do you work with?
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We specialize in serving entrepreneurs, freelancers, content creators, and 1099 independent contractors. If you’re self-employed or running a small business, we’re built for you.

Can you help with LLCs, S-Corps, or business entity selection?
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Yes—we guide you on the best entity type for tax efficiency and growth. And if it’s time to switch to an S-Corp, we’ll help you through the process.

Do you help with investing or retirement planning?
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Yes, we offer investment and retirement strategy tailored for self-employed individuals. From SEP IRAs to solo 401(k)s, we help you grow your money tax-efficiently. Investment advisory services are offered through Spark Wealth Advisors, LLC, a registered investment advisor (RIA).

Do you only work with clients during tax season?
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Nope! While we do handle tax filing, our focus is year-round strategy. We help you make smarter financial moves throughout the year—not just in April.

Let's explore a partnership.

Schedule an intro call to see if we're a good fit to work together.

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