Numa Finance / CFO + tax advisory

Your next move. Backed by financial clarity.

CFO guidance, tax planning, and ongoing advisory for business owners. One subscription approach to connect today’s decisions with tomorrow’s financial picture.

A clearer view of cash, tax, and what comes next.

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Our commitment to you

Plain-language advice

Scope agreed before you start

Planning, not just hindsight

The connected approach

Three disciplines.
One financial direction.

A growth decision is also a cash decision. A tax decision is also a planning decision. Numa brings them into the same conversation.

Built around your business

Less disconnected advice.
More informed decisions.

01

CFO perspective

Understand your cash position, build practical forecasts, and weigh the financial implications of hiring, investment, and growth.

Cash flow · Forecasting · Decision support

02

Proactive tax planning

Bring tax considerations into your plans before decisions are made. Review timing, potential obligations, and strategies appropriate to your situation.

Forward planning · Tax exposure · Strategic review

03

Ongoing advisory

Keep your financial priorities in focus as your business changes. Use recurring conversations to review performance, challenge assumptions, and identify next steps.

Performance review · Priorities · Action planning

Plans & consultations

Find your starting point.

Explore current offerings below. Confirm scope, meeting cadence, and subscription terms before committing.

Look forward with Numa

Make your finances part of the plan.

Start with the advisory support your business needs next.

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