Facilitating growth and financial freedom through concierge CFO, tax & legal solutions
What We Do
At Visibility, we are more than just a tax firm. While we are serious about tax compliance, we are also passionate about empowering clients to grow their assets and minimize their tax liability.
We use clear communication and concierge-level service to take the headache out of tax compliance so that our clients can focus on what they do best. In addition we provide our clients the ability to evaluate their business through a critical financial lens- which transforms financial statements into actionable insights and allows us to maximize tax strategy and savings.
Too often, small business owners are forced to make impactful decisions largely in the dark because they do not have a clear pulse on their true financial picture. Even when businesses have a bookkeeper, accountant, or controller, these vital signs are not readily or accurately detected from a bank balance, tax return, or even piles of bank reconciled financial statements. At Visibility, we have years of experience setting up systems to bring these signs to light and deliver them in a way that provides actionable financial insights and tax planning for the business owner.
Through our tailored services, we help business owners see their financial future more clearly, unlocking expedited growth and paving the way to financial freedom. No matter what challenges your organization is facing or the opportunities you want to create, we are there every step of the way to ensure you have the right information, people, and process to make your dreams a reality.
How can we help you?
Offerings
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Tax Strategy & Compliance
We are here to take the headache out of tax compliance and help our clients optimize their tax strategy. Whether you are an individual, business owner, or whatever your case may be, our team is equipped to help you navigate complex tax scenarios with confidence. Beyond compliance, we are passionate about maximizing tax savings and investible funds and providing tax planning year round.
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CFO Advisory
We are dedicated to helping organizations access valuable data to drive efficiency and success. We provide an accelerated financial close, dashboards, and a critical tax and financial lens year round, ensuring peace of mind in cash flow management and enabling smarter, real-time decisions. We work hand in hand with your team to build this strong financial foundation and experience expedited achievement of your goals.
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Legal Solutions
Our team seamlessly integrates legal solutions with our business and financial services, empowering you to address key challenges wholistically. We work relentlessly to find legal solutions that protect, support and enable our clients in pursuit of their business goals, including through tax resolution, entity formation and compliance, and beyond.
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Deal Advisory
Whether you are acquiring, divesting or restructuring, we provide comprehensive support enabling organizations to make informed decisions, minimize risks, and maximize value creation. The financial lens we set up, coupled with our comprehensive approach to finding business solutions help bring growth strategies to life and accelerate achievement of strategic objectives.
Industries
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Real Estate & Construction
We help those in the real estate and construction industries optimize their financial strategies for growth and profitability. We provide tailored insights that enhance cash flow management, streamline operations, and support informed investment decisions. With our expert guidance, you can focus on scaling your business while confidently navigating industry-specific challenges and opportunities.
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Healthcare Entrepreneurs
We specialize in helping healthcare entrepreneurs step away from the services chair and grow their practice, while maintaining their ideal lifestyle. This expedites the expansion of their impact now and when they are ultimately ready to sell. We provide timely, meaningful financial insights and tax planning year round to guide smarter financial decisions that accelerate growth and achievement of their ultimate goals.
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Private Trust Companies
A primary focus of our Jackson, WY office is to assist those responsible for administering private trust companies with the preparation of financial books and records, quarterly financial statements and tax compliance. Through clear communication and concierge-style provision of services, we take the headache out of compliance for our private trust company clients.
What Clients Are Saying
“What truly impressed me was their dedication to personalized service. They took the time to understand the unique needs and goals of my business, tailoring their strategies accordingly. Their commitment to transparency and clear communication instilled trust and confidence in every interaction.”
Justin Gilmore
“I've worked with the team at Visibility CPA for many years now, and as a serial entrepreneur, their expertise in CFO services, tax planning, and legal guidance has been invaluable. I own multiple entities with different partnership structures that were hard to track or really know what was going on in each. Their expertise has given me a lens into my company I had never had before. I hands down recommend Visibility CPA to other business owners for their exceptional financial and back office support.”
Harrison Rogers
“Visibility CPA is run by professionals who take the time to understand the complexities of my personal life and my business so that I can focus on what I do best - managing and running my company. Anyone who is disillusioned by the lack of support and customer service that is so prevalent in the financial services industry these days should cut their losses and demand more. I have personally used the team at Visibility for the past 3+ years through thick and thin, at this point they have become an invaluable resource that I know I can count on. If you are not extremely happy with your financial services provider - let Visibility earn your trust and you will soon be writing the same review I just did.”