Tax, Profit and Cash Flow Strategists
FutureView CPA helps owners of project-based companies make and keep more money.
Who Are We?
A team of tax, tech, and profit-savvy accountants and advisors.
Our team of tax, tech, and profit-savvy accountants is ready to help you and your team maximize your profit while minimizing your tax.
Be In The Know. Enjoy No Surprises. Have Less Stress.
Why Choose Us?
Less stress comes from knowing where you stand—and what’s coming next.
At FutureView, we use clear, proven systems to keep your accounting, tax, and cash flow working together. That means accurate books, year-round tax visibility, and financial insight that supports real decisions instead of last-minute reactions.
We focus on the few things that actually matter—cash flow, profit drivers, and tax exposure—so nothing important gets missed and nothing unnecessary creates noise. This is how we eliminate surprises and make financial management feel steady instead of stressful.
Clients experience us as the easy button because we already know the patterns. We know where issues tend to surface, where risk quietly builds, and how to bring clarity before problems show up.
The result is simple: fewer surprises, clearer decisions, and the confidence that comes from being truly in the know.
The FutureView Way - proven systems that keep you in the know, eliminate surprises, and reduce financial stress.
Strategic Tax and Business Advisory Services
For Project-Based Businesses
Tax Strategy For Business Owners
When you run a pass-through business, your business taxes and your personal taxes are the same problem. Every dollar your company earns flows straight to your personal return — which means what you pay in taxes directly affects the life you're building outside of work.
A strategic tax plan connects those two worlds. It's built around your business income and what you actually want that income to fund.
Here's what our Tax Strategy For Business Owners service gives you:
Keeps more money for the life you're building. Vacations, college savings, a vacation home, passive real estate — we plan your taxes around your real goals, not just your business activity.
Makes your business structure work harder for you. The right setup means you're paying the lowest legal rate on everything you earn.
Turns retirement contributions into an immediate win. Reduce what you owe today while building real security for tomorrow.
Protects what you've built. When it's time to sell or transition, we make sure the wealth you've created stays with your family — not with the IRS.
Profit & Cash Flow Advisory
Running a project-based business means your cash flow is always moving — and it's easy to feel like you're constantly guessing. This advisory gives you the clarity to stop guessing and start deciding with confidence.
We track the numbers that actually drive profit and cash in a project business, so you always know where you stand.
Here's what our Profit and Cash Flow Advisory gives you:
Clarity on which jobs are actually profitable. Not all revenue is equal. We show you which projects are building your business — and which ones are quietly draining it.
Confidence to say yes (or no) to new work. Know when you have the runway to take on more — without overextending.
Early warnings before problems get expensive. We flag margin issues and budget overruns while there's still time to course-correct.
A stronger story for your bank. Organized, well-explained financials build credibility with lenders and open doors.
What our Customers Say
FutureView CPA Reviews
I've known Jennifer for the better part of a decade, and I cannot say enough positive things about her personally and professionally!
She is extremely knowledgeable about business, accounting, tax, and organizational strategies, and a true professional.
Jennifer is a joy to collaborate with, and I wholeheartedly trust her and her team to take excellent care of my business owner and entrepreneurial clients.
Stephanie C.
Jennifer played a critical role in our growth by effectively addressing our complex accounting needs and bridging the gaps in our internal capabilities. Her expertise and team's support helped us navigate various challenges, including system implementations, DCAA audit compliance, and implementing healthy accounting practices.
Jennifer's contributions to our organization were exceptional. I highly recommend her services to any business seeking expert accounting support and guidance.
Joshua W.
We've worked with Jennifer for over 20 years. She has found ways to save us money, fully benefit from tax regulations, and provide insightful advice as we've grown our business.
Her team is a reliable accounting partner to our organization and ensures we are on track and have the information we need to make sound financial decisions.
Bob C.
Frequently Asked Questions
When should I hire a CPA to help me with my business accounting and taxes?
We wish founders would hire a CPA as soon as they start a business. Waiting too long after starting up can cause expensive headaches later on. A good, affordable option is to check out our Cash Flow Clarity Club membership. You get access to our CPA without the price tag of a full-service engagement.
When should I hire a Fractional CFO to help me grow my business?
If you're business is hitting the Lower Mid-Market threshold (around $10M in annual income) then you could definitely benefit from hiring a Fractional CFO to help bridge the gap between finance and strategy.
What are your fees for accounting services?
Our fees vary depending on the complexity and scope of the services required. We offer no-surprises, transparent fixed pricing for all of our services. We provide a detailed estimate after assessing your specific needs. For a personalized quote, please contact us directly.
How do you ensure the confidentiality of my financial information?
We prioritize your privacy and adhere to strict confidentiality policies. We have a written information security protocol (WISP) in place to guide all personnel in handling your personally identifying information (PII). All financial information is securely stored and accessed only by authorized personnel.
What qualifications and experience do your accountants have?
Our team consists of certified public accountants (CPAs), experienced CFOs, controllers, bookkeepers, and payroll administrators. Each team member has years of experience and holds professional credentials and industry-specific certifications. Our founder, Jennifer Todd, has been licensed in Virginia as a CPA since October 1999. Visit our About Us page to learn more.
Where are you located?
Our firm is headquartered in Gloucester, Virginia, and our team is distributed across Virginia, Illinois, and Texas. We work remotely with our clients across the entire United States.
Do you work with nonprofit organizations?
Yes! We work with both for-profit and nonprofit organizations. Check out our Stress-Less Financial Steward Support Services designed specifically for nonprofit organizations.
Service Specific FAQs
Visit this page for a deeper dive into our specific services. FAQs
