First Tax Service

Financial Structure That Scales With You

Virtual CFO & Controller Services

two people in the meeting with graph documents and laptop

You’ve outgrown basic bookkeeping—but you’re not ready (or don’t need) a full in-house finance department. That’s where First Tax Service comes in. Our Virtual CFO and controller services give growing businesses the structure, insight, and day-to-day financial management they need to scale with confidence.

Led by financial strategist Anh Nguyen, we act as an embedded partner in your business—offering both tactical execution and high-level guidance. From accounts payable and payroll to strategic forecasting and investor prep, we help you turn messy operations into a clear, scalable system.

The Right Fit for Growth-Stage Teams

We support businesses that are in motion—adding staff, increasing production, launching products, or entering new markets. Whether you're a manufacturer in San Jose with $5M in revenue, or a creator building a brand with contractors, product lines, and paid partnerships, we tailor our finance function to your business model.

Virtual CFO Services Include:

  • Financial forecasting, budgeting & scenario planning

  • Business model strategy and monetization support

  • Investor/lender-ready reporting and KPI dashboards

  • Compensation and margin strategy

  • Advisory for founder/income planning

Outsourced Controller Services Include:

  • Month-end close and reporting

  • Accounts payable and receivable

  • Payroll setup and management

  • Sales tax compliance and filings

  • Systems integration (QuickBooks Online, bill.com, Gusto, etc.)

You don’t need a patchwork of vendors. You need one experienced team that can handle the financial foundation—and guide your growth from within.

Designed for Stability + Scale

For manufacturing clients, we build structured workflows around inventory, production costs, and cash flow forecasting—supporting vendor management, gross margin visibility, and multi-location growth. Our team is equipped to take on full AP/AR, freeing up your internal staff and keeping operations clean and timely.

For creators and entrepreneurs, we support the financial back end of your brand—tracking revenue from courses, affiliates, product lines, and retainers, and helping you understand how to scale profitably.

We don’t just deliver reports. We help you interpret them, act on them, and use them to lead better.

From Messy to Managed

When you’re trying to grow, the last thing you need is a fragmented financial process or systems that can’t keep up. With First Tax Service, you get a financial integrator—a partner who understands the numbers, the strategy, and the human side of scaling a business.

📞 Let’s build your finance function for what’s next.

Contact us to learn how our Virtual CFO and controller services in San Jose can support your operations, strategy, and long-term success.