Levi Carter

Outsourced CFO championing the success of small businesses. CBFC saved clients over $2,000,000 last year cutting costs, maximizing revenue, and lowering tax liability in a pay-only-for-performance model.

Levi Carter is a seasoned financial professional and entrepreneur who founded and currently serves as the CEO of CBFC - Contract CFO's & Full Service Accounting.1 Based in Edmond, Oklahoma, Carter has established himself as an expert in financial management and tax planning, particularly for small businesses and independent contractors.2

Professional Background

CBFC, which stands for Contract CFO's & Full Service Accounting, is Carter's primary venture. The company specializes in providing comprehensive financial services, with a particular focus on tax planning for 1099 contractors and small business owners.2 Carter's expertise in this area has earned him recognition and praise from clients who appreciate his in-depth knowledge of tax regulations and strategies.2

Expertise and Services

Carter's work primarily revolves around:

Tax Planning: He is known for his extensive knowledge of tax strategies, especially for 1099 contractors such as Certified Registered Nurse Anesthetists (CRNAs).2 3
Financial Management: As a Contract CFO, Carter offers high-level financial guidance to small businesses.
Accounting Services: CBFC provides full-service accounting solutions to its clients.1

Recognition and Impact

Levi Carter has gained a reputation for his ability to simplify complex financial concepts and provide valuable insights to his clients. His expertise has been sought after in various forums, including podcasts where he discusses topics related to taxes and 1099 contracting for healthcare professionals.3

Carter's approach to financial management and tax planning has been described as impressive, with clients noting his exceptional knowledge and ability to address the specific needs of small business owners.2