How This Fractional CFO Helps Small Businesses Manage Taxes and Boost Financial Health Legally

NATIONWIDE - DECEMBER 2025 - (USAnews.com) For many small business owners, the journey to success can be complicated by financial stress, inconsistent cash flow, and the challenges of managing taxes. Jason Astwood, a nationally recognized tax strategist and founder of Union National Tax, has made it his mission to address these issues proactively.

“It’s a flawed system,” Jason says, referring to the typical, reactive approach most accountants and tax firms adopt. “Business owners don’t just need tax returns; they need a strategy. When you understand your numbers, you can better manage your business, rather than letting your business manage you.”

Astwood’s firm, Union National Tax, goes beyond traditional approaches. While most tax firms focus on compliance and reactive problem-solving, Astwood’s approach combines strategic tax planning, CFO services, insurance, and entity structuring to help small business owners streamline operations and improve profitability. The firm’s goal is to reduce tax burdens, provide financial clarity, and help entrepreneurs grow their businesses responsibly.

A Journey to Financial Strategy

Jason’s path to financial strategy wasn’t forged in a corporate office, it began with his own experiences as an entrepreneur. With over 20 years of hands-on experience, Jason has successfully launched businesses in a variety of industries, including tax services, insurance, payroll, the restaurant space and real estate. This entrepreneurial experience allows him to understand the real struggles business owners face.

“I’ve been in their shoes,” says Jason. “I’ve built businesses from the ground up, so I know what it’s like to manage cash flow, taxes, and financial uncertainty. That’s why I created Union National Tax, to give business owners the tools they need to succeed, both financially and operationally.”

Astwood’s firm specializes in working with business owners in industries such as construction, real estate, and service-based businesses, where financial complexities are common. The firm focuses on companies earning between $500K and $5M annually, helping them gain financial clarity, avoid costly tax mistakes, and implement strategies for long-term financial success.

The Proactive CFO Solution: A Strategic Approach

At the heart of Union National Tax’s approach is Jason’s proprietary framework, The Proactive CFO Solution. This system integrates tax planning, financial systems, forecasting, and profitability analysis, designed to support small business owners in a way typically reserved for larger corporations.

“The Proactive CFO Solution is not just about filing taxes; it’s about creating a strategy for sustained financial growth,” Jason explains. “We help entrepreneurs understand their numbers, reduce tax liabilities, and set up systems that enable them to scale their business confidently.”

Union National Tax provides ongoing CFO services, cash-flow management, tax reduction strategies, and entity restructuring, all aimed at helping business owners avoid financial pitfalls and lay the foundation for future growth.

Real Results with Proactive Strategy

Astwood’s proactive approach has led to tangible improvements for his clients. For example, one of the firm’s clients, a landscaping company, saw a significant increase in revenue after implementing strategic tax-saving measures and restructuring its operations. As a result, the business owner was able to reduce their tax liability and streamline their company’s financial processes.

Jason’s ability to help businesses improve their financial health has earned him recognition as a trusted advisor for entrepreneurs nationwide. As he puts it, “Most accountants focus on past financials. I help my clients focus on the future, with an emphasis on reducing taxes, increasing profitability, and building long-term financial security.”

Proactive Tax Strategy: Saving More, Growing More

While tax filing and bookkeeping are important, they only represent part of the financial equation. What sets Union National Tax apart is its proactive approach to tax strategy and financial management.

“We don’t just prepare taxes; we work with our clients to identify opportunities to minimize tax burdens,” Jason explains. “Many business owners unknowingly overpay due to a lack of strategic planning. Our goal is to guide clients toward financial decisions that enhance their financial position and growth potential.”

By embracing proactive tax planning, business owners can avoid costly mistakes, make informed financial choices, and position themselves for future success.

Supporting Hispanic-Owned Businesses

A central part of Jason’s mission is to assist underserved Hispanic-owned businesses and first-generation entrepreneurs. As a bilingual service provider, he is able to offer financial guidance to business owners who might not have access to these critical resources.

“Small businesses are the backbone of America,” Jason says. “But many business owners lack the CFO-level advice they need. That’s why I created The Proactive CFO Solution, so entrepreneurs can level the playing field.”

Jason’s dedication to supporting Hispanic-owned businesses has earned him recognition as a trusted advisor within these communities, where he continues to help business owners access the tools they need to succeed.

Building Long-Term Wealth

Jason’s mission goes beyond improving the bottom line for his clients today; it’s about setting them up for financial success that endures for generations. Through strategic tax planning and financial systems, his clients are positioned to build wealth that provides lasting benefits for years to come.

“My goal is simple,” Jason says. “I help business owners legally reduce their taxes, improve cash flow, and set up systems that allow them to build wealth over the long term. When you take control of your business and your finances, you create the freedom to build the future you want.”

Take Control of Your Finances

For small business owners looking for a new approach to managing their finances, Union National Tax offers a proven solution. By focusing on proactive tax planning and providing CFO-level services, Jason Astwood’s firm helps entrepreneurs take control of their financial futures.

As Jason says, “Business owners don’t need more tax returns, they need strategy. When you understand your numbers, you can control your business, rather than letting it control you.”

If you’re a small business owner seeking to improve your tax strategy and overall financial health, Union National Tax offers a strategic solution. Visit Union National Tax to learn how The Proactive CFO Solution can help you improve your financial position.

You can learn more about Jason Astwood’s services and book a consultation through the following links:

Union National Tax – Website
Union National Tax – Facebook
Jason Astwood – Instagram
Union National Tax – YouTube