Castellane Financial Advisory

Castellane Financial

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CERTIFIED PUBLIC ACCOUNTANTS & ADVISORS

Financial Clarity for Growing Businesses and Their Owners

Tax, audit, and CFO-level advisory from a firm that treats your balance sheet like its own.

Book a Free Consultation

Our Services

31

Years serving local businesses

1,200+

Clients advised

$180M

In tax savings identified

4.9/5

Average client rating

Services

Tax Planning & Preparation

Proactive strategies that reduce liability, not just file returns.

CFO & Advisory Services

Fractional CFO support for scaling businesses.

Audit & Assurance

Independent audits that satisfy lenders, investors, and regulators.

Wealth & Retirement Planning

Personal financial planning for owners and executives.

Advisory Packages

Transparent monthly retainers — no surprise invoices.

Essentials

$650

/month

✓ Monthly bookkeeping review

✓ Quarterly tax planning call

✓ Annual return preparation

Get Started

Growth

$1,900

/month

✓ Everything in Essentials

✓ Monthly CFO advisory session

✓ Cash flow forecasting

✓ Payroll & compliance support

Choose Growth

Enterprise

Custom

tailored retainer

✓ Dedicated senior advisor

✓ Audit & assurance included

✓ M&A and due diligence support

✓ Priority year-round access

Talk to a Partner

Compare Our Packages

	Essentials	Growth	Enterprise
Bookkeeping review	Monthly	Monthly	Weekly
CFO advisory calls	—	Monthly	On demand
Tax planning	Quarterly	Quarterly	Ongoing
Dedicated advisor	Shared	Shared	Dedicated

Trusted By Business Owners

"Castellane found deductions our previous accountant never mentioned. They pay for themselves."

Marcus Delaine — Owner, Delaine Contracting

"Having a real CFO conversation every month changed how we make decisions."

Priya Vashisht — Founder, Vashisht Retail Group

Castellane Financial Advisory

Services Insights Careers Contact

Castellane Financial Advisory — Premium Practice Page

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