Integrated Financial and Tax Strategies for Lasting Impact

Let our experts save you money and improve your organization’s financial performance, with
everything from specific tax credit strategies to full-service CFO partnership.

Services We Provide

Enhance your financial strategy and reduce costs with expert guidance,
tax credit optimization, and outsourced CFO solutions

Nonprofit CFO Services

Gain executive-level financial leadership without the full-time overhead. MSA Strategy’s outsourced CFO services provide strategic guidance, financial oversight, and data-driven insights to help your organization grow with confidence. From forecasting and budgeting to reporting and audit readiness, we partner with your team to deliver clarity and control over your financial future.

Tax Credits

Maximize the value of every opportunity. MSA Strategy helps organizations identify and capture often-overlooked federal, state, and local tax credits—from R&D and employee retention to energy efficiency and work opportunity credits. Our team simplifies the process, ensures compliance, and delivers strategies tailored to your operations—unlocking meaningful savings that fuel growth.

%

Years of Experience

%

Clients Served

%

Projects

%

Consultants & Employees

Expertise

MSA Corporate Strategies brings decades of experience as a fractional CFO and tax advisory consulting firm. Powered by CPAs, our goal is to provide tailored guidance for your firm to ensure year over year growth. We simply do not want to push one agenda, we want to get to know you and your firm to build a long term successful partnership. Contact us for a free consultation today to get your personalized financial advice.

CPA Partners

MSA Corporate Strategies is proud to partner with hundreds of CPA firms across the country. Our specialized expertise allows our partners to trust that their clients needs will be met with professional guidance and excellent customer service. Let us know how we can help your firm excel to greater success!

Clients

We cater to a diverse clientele, ranging from dynamic early-stage startups to firmly established businesses. Our services specialize in tax credit consulting and CFO consulting, ensuring that businesses of all sizes receive expert guidance tailored to their unique needs. Whether you’re a budding entrepreneur navigating the complexities of tax incentives or an established enterprise seeking strategic financial leadership, our team is here to support and optimize your financial journey.

Client Testimonials

Hear What Our Clients Are Saying About NOW CFO

“Joe and Michael have been wonderful to work with. They helped me to clean up a previous year of accounting that needed help. From that experience I brought them in to do my books monthly because they do such a great job. What I loved most is that they provided me detailed reconciliation reports that helped me to stay on top of things. I would highly recommend them to anyone looking for business accounting support!!!!”

★ ★ ★ ★ ★

Nicolie Cass Lettini, MBA

Capital Accounting Partners, LLC.
“Partnering with MSA Corporate Strategies was a game-changer for our business. Their team uncovered and secured significant R&D tax credits we didn’t even realize we qualified for—putting real dollars back into our bottom line.”

★ ★ ★ ★ ★

CEO of a Northern California Manufacturing Company

“Michael was instrumental in taking us through the process of our first cost segregation study. He clearly outlined what was needed to have ready and exceeded expectations on how long the process would take and the impact it would have post completion.”

★ ★ ★ ★ ★

Eric Grabin

Real Estate Investor
“With an excellent series of financial strategies and insightful financial reporting, Joe quickly alleviated the organization’s financial “woes”. Moreover, he converted my Board from frustrated and contentious to extremely satisfied.”

★ ★ ★ ★ ★

Jonathan Thompson

CEO, National Sheriffs Association
“Joe came to CDAA at a challenging time for CDAA finances. He quickly revamped our accounting processes and created new financial reports that were received by our Board and other stakeholders with great enthusiasm.”

★ ★ ★ ★ ★

Greg Totten

CEO, California District Attorneys Association
“Hiring Joe as my CFO turned out to be the single most important business decision I had made in my 35 years of running VOA.”

★ ★ ★ ★ ★

Leo McFarland

Former CEO, Volunteers of America, No. California