Strategic Accounting, Tax, and Advisory Services
Bloomfield CFO provides strategic accounting, tax, and advisory services for business and practice owners who want clarity, protection, and long-term peace of mind.
When Your Accountant Goes Quiet, Your Risk Goes Up
You didn’t build a successful business or practice to spend your time worrying about IRS notices, entity structure issues, or unexpected tax bills. But when you’re not getting the support you need, those things creep in—and cost you.
- Surprise tax bills that crush cash flow
- Wasted hours chasing your accountant for answers
- Missed deductions and inefficient entity structures
- Risk exposure due to poor asset protection
- Zero clarity on what’s next for your business or practice
Strategic Accounting for Business and Practice Owners Who Want Peace of Mind
We combine expert accounting with practical guidance to help business and practice owners stay organized, compliant, and confident. That includes tools and systems for tracking expenses, sharing documents, and setting up business accounts—plus proactive advice on what qualifies as a tax deduction. It’s all part of our commitment to delivering strategic support across every area of your finances:
Proactive Tax Strategy
Know your liability before tax season hits
Responsive Communication
Answers in days, not weeks
Entity & Asset Protection
Structures that actually protect you
M&A and Succession Support
Navigate transitions with confidence
Full-Service Team
Accounting, tax, and high-level advisory under one roof
Deep Industry Expertise
Especially in dental and healthcare practices
“Before Bloomfield, I never knew where we stood financially. Now we have a clear plan, and we’re not flying blind anymore.”
“Every time I send a message, I get an answer. That alone is worth its weight in gold.”
“I wish I would have known about you guys 20 years ago!”
“Before Bloomfield, I never knew where we stood financially. Now we have a clear plan, and we’re not flying blind anymore.”
“Every time I send a message, I get an answer. That alone is worth its weight in gold.”
“I wish I would have known about you guys 20 years ago!”
You Deserve More Than Just A Tax Return Factory
You’re not just looking for someone to file your taxes—you need a financial partner who sees the whole picture. At Bloomfield CFO, our accounting and tax teams work together behind the scenes to ensure the right experts are reviewing your finances from every angle.
That means no silos, no surprises—just consistent support from people who know your business inside and out. Our clients stay with us because they feel understood, supported, and confident in their results.
Here’s How We Work Together
Schedule a Call
We’ll talk through your goals and financial pain points
Build a Custom Plan
We assess risk, tax strategy, and your business structure
Get Ongoing Support
We stay in touch year-round to keep everything on track
Your Business Is Thriving. Your Finances Should Feel That Way Too.
Running a successful practice or business doesn’t mean your finances feel under control. In fact, many of our clients come to us feeling completely overwhelmed—even while their revenue looks great on paper. They’ve been stuck with firms that don’t return calls, don’t explain things clearly, and certainly don’t offer strategy.
At Bloomfield CFO, we do things differently. Our clients rely on us not just for compliance—but for clarity. The monthly reports, planning conversations, and expert insights we provide help them make smarter, faster business decisions they can actually see in their bottom line. Whether you’re navigating an ownership transition, planning your estate, or simply want confidence in your numbers, we’re here to help.