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Business Planning

Client Centered

Couto DeFranco Wealth Management has experience supporting businesses of all sizes through our tax and wealth management practice, from small family-owned operations to larger corporate entities. We help evaluate your current situation and implement strategies to protect your business now and plan for the future. When working with businesses, we look for opportunities to decrease your tax liability, improve cash flow, streamline employee benefits and impact the bottom line of your business. 
 
We also offer “on-call” CFO services for those needing a fresh perspective or without in-house capabilities. In addition to advice and guidance, we provide ongoing support on budgets, cash flows, projections and accounting systems.