Most business owners we talk to have a CPA who does their taxes, a bookkeeper who keeps the books, and a financial advisor who manages their investments. And none of the three ever talk to each other.
That's not a system. That's three people working in three different directions while you try to hold it all together.
At Sound Wealth, we work alongside our affiliate firm Sound Tax to give you one coordinated team. Think of it as an outsourced CFO for your business, based in New Jersey and serving owners nationwide. Accounting, tax strategy, and CFO-level guidance, all aligned around the same numbers, the same goals, and the same values. Because when your numbers make sense, your decisions do too.
What we do
Monthly Accounting
Clean, accurate books — delivered every month, not scrambled together in April. You'll always know where you stand, and so will your tax strategy. When every dollar is accounted for, stewardship stops being abstract and starts being actionable.
Proactive Tax Strategy
We're thinking about your taxes in February and July, not just March. Year-round planning means fewer surprises and more of your money staying where it belongs — funding your business, your family, and your generosity.
Outsourced CFO Advisory
Cash flow forecasting, profitability analysis, hiring decisions, growth planning — CFO-level thinking without a six-figure salary. You get the strategic guidance, without the overhead. This is the service most business owners didn't know they needed until they had it.
HR, Payroll & Benefits Oversight
We help you stay compliant and keep your team supported — without it all falling on you. Steady, practical guidance in the background so you can focus forward.
Business + Personal Alignment
Your business and your personal finances aren't separate conversations — they never were. We help you make decisions that work for both of you today, including how to maximize the value for when you're ready to step away.
Our Process
We run the financial side of your business so you can focus on the parts only you can do.
1. Discover
We start by learning your business — your numbers, your systems, your goals, and where the confusion is loudest.
2. Clean Up & Build Systems
We organize your books, connect the right tools, and build dashboards that give you a real-time view of business health. No more flying blind.
3. Monthly Rhythm
Every month, you get accurate financials, proactive tax alignment, and clear guidance on what's happening and what's coming.
4. Quarterly Strategy
We sit down together to look ahead. Cash flow. Tax positioning. Growth decisions. Hiring. Major purchases. This is where the CFO-level thinking lives.
5. Exit Readiness (When the Time Comes)
Whether that's five years or fifteen out, we help you understand what your business is worth today and what it would take to walk away on your terms. The goal: a business worth passing on to a buyer, a partner, or the next generation.
This is built for a specific kind of business owner.
You're doing well enough that the complexity has caught up with you. The business is growing — but so is the chaos. Cash flow feels like a mystery some months. You're not sure if you're paying too much in taxes. You've never had a real conversation with anyone about what the business is actually worth, or what happens when you're ready to sell.
You want one team who understands the whole picture. Not just the tax return. Not just the investments. The business, the family, the future, and yes — the faith that drives all of it.
If that's you, you're in the right place. Sound Wealth is led by Matt Reakus — a CFP® professional, Enrolled Agent, Certified Kingdom Advisor®, and Certified Exit Planning Advisor — based in Marlton, New Jersey and serving business owners nationwide.
Ready to Get Your Business and Finances on the Same Page?
Most business owners who start working with us say the same thing: "I wish I'd done this sooner." Not because we're magic — because they finally have one team handling the books, the taxes, the planning, and the long-term strategy together.
If you're ready for that kind of clarity, let's talk.