Tax Planning for Growing Businesses | Expert CFO Tips Entrepreneurs Need to Know to Stay Compliant

Are you a growing business or entrepreneur trying to stay ahead of tax deadlines and avoid costly mistakes? In this video, Ted Rose, CEO and Founder of Rose Financial Solutions, hosts an engaging conversation with Tim Fargo, CPA—a tax expert and Client CFO with over 30 years of experience helping businesses stay compliant and plan ahead.

Tim Fargo shares practical, easy-to-follow tax planning tips to help your business:

  • Avoid common tax pitfalls
  • Stay compliant with IRS rules
  • Prepare for audits with confidence
  • Plan ahead for growth and tax efficiency

With decades of experience in finance, nonprofits, and the construction industry, Tim breaks down what business owners need to know to make smarter financial decisions and reduce tax season stress.

Whether you’re scaling fast or just starting out, this video gives you the expert CFO advice you need to manage your taxes the right way.

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Timothy J. Fargo, CPA

Client CFO, Tax Partner, ROSE CFO

Tim Fargo is a CPA with over 30 years of accounting and business management experience. He has 9 years of direct non-profit experience in the design and construction industry. Tim’s expertise includes the management of staff, strategic planning, budget preparation, financial statement presentation, and audit and tax preparation work.

Tim's Bio

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By Ted Rose December 15, 2025
By TED ROSE , ROSE FINANCIAL SOLUTIONS
By Ted Rose December 8, 2025
In today’s increasingly complex business landscape, the Chief Financial Officer plays a more strategic role than ever before. While many organizations view the CFO strictly through the lens of financial reporting, the modern CFO is better described as the conductor of the organization’s financial orchestra —bringing together finance, accounting, tax, compliance, and technology into a cohesive performance that drives growth.  In this video, Ted Rose breaks down how CFOs orchestrate each function and why many growing companies now leverage Finance as a Service models to support this work.
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