Boutique Financial Advisory Firm for
Entrepreneurs, Investors and Businesses

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$50M+

Client Revenues Managed

30+

Years of Combined Experience

50+

Businesses Transformed

50%

Faster Financial Close Process

Our Services

Comprehensive Services

CFO Services

Strategic financial leadership tailored to your business needs, providing expertise and actionable insights to drive growth and optimize performance.

Accounting

Comprehensive accounting solutions that bring clarity to your finances. We handle the numbers so you can focus on growing your business.

Tax Strategy

Proactive tax planning that minimizes your tax burden. Our strategic approach helps businesses save 35-50% on their tax bills while staying compliant.
About Us

Experienced Financial Consulting Team

Gilmer Consulting is built on a foundation of expertise, innovation, and strategic insight. With over 30 years of combined experience in accounting, tax strategy, and CFO services, we provide the financial leadership businesses need to scale with confidence.

Our team specializes in real estate, high-growth businesses, and complex financial structures, leveraging deep industry knowledge to help clients optimize cash flow, minimize tax liability, and drive profitability. We integrate a robust tech stack, including QuickBooks Online, Fathom, and Gusto, to deliver real-time financial insights and automation that power smarter decision-making.

Beyond finance, we provide access to a trusted network of legal and financial advisors, ensuring comprehensive support for every stage of business growth. Backed by a strong community of entrepreneurs, investors, and industry leaders, Gilmer Consulting goes beyond the numbers—offering strategic financial guidance that fuels long-term success.

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Our Clients

Who We Work With

Real Estate Investment & Development

We partner with real estate investors, developers, and property owners to optimize financial strategy, cash flow, and tax efficiency. From portfolio growth to ground-up developments, we help you scale while protecting your bottom line.

Home Service & Trade Businesses

We support HVAC companies, plumbing firms, electricians, interior designers, and other home service providers with CFO-level financial expertise. Our strategies help service businesses manage cash flow, improve margins, and create sustainable growth models.

General Contractors & Construction Firms

Cash flow challenges, job costing, and financial planning are critical in construction and contracting. We work with GCs, subcontractors, and specialty trade businesses to implement profit-driven financial systems that support project-based operations.

High-Growth Startups

Fast-scaling startups require strategic financial oversight to manage burn rates, funding rounds, and profitability. We provide fractional CFO services to venture-backed and self-funded startups, helping founders make data-driven financial decisions.

Serial Entrepreneurs & Multi-Business Owners

For entrepreneurs managing multiple businesses, investments, and ventures, financial strategy is the key to sustainable success. We help high-performing entrepreneurs optimize cash flow, tax strategy, and financial structure to scale efficiently while protecting their wealth.
How We Work

Steps To Help You Succeed

01

Discovery Call

We start with a conversation to understand your goals, challenges, and business needs.
02

Data Collection & Analysis

We gather key financial data to confirm our understanding and identify opportunities.
03

Tailored Proposal

Based on our insights, we present a customized service plan outlining how we can help.
04

Onboarding & Setup

Once you’re on board, we streamline the setup process to integrate seamlessly with your operations.
05

Implementation & Optimization

We begin executing our strategy, providing ongoing guidance, insights, and adjustments to maximize results.

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why us?

Why We Are Different ?

Our approach is strategic, data-driven, and deeply personalized—providing the financial clarity and structure necessary for growth, profitability, and long-term wealth creation. From fractional CFO services and business strategy to tax optimization and accounting, we ensure that every financial move is calculated for maximum impact.

30+

Clients Served since launch

85%

CFO clients saw higher profitability

100%

clients gained financial clarity

$50M+

total client revenue generated

$10K–$50K

average tax savings per client

Real Estate Specialists

We focus exclusively on real estate businesses, giving us an edge in tax strategy & financial advisory.

Tech-Enabled Efficiency

We leverage cutting-edge financial tools to provide real- time insights and streamline operations.

Outcome-Driven Approach

We don’t just manage numbers—we help you make better financial decisions for growth & profitability.

Trusted Partner

We act as an extension of your team, ensuring your finances work for you—not against you.

5.0

Gilmer Client Testimonials

Efficient, reliable, incredible — these are just a few of the things our customers are saying about us.

Client Stories

Achieving Financial Goals Together

Working with Gilmer Consulting has completely transformed our financial strategy and profitability. Before partnering with them, we were generating revenue, but our margins were inconsistent, and we lacked the financial clarity needed to scale effectively. Their CFO services gave us a structured approach to cash flow management, expense optimization, and pricing strategy. Since implementing their recommendations, we’ve seen a significant increase in profitability, improved cash reserves, and a stronger financial foundation for growth. Their monthly CFO meetings keep us focused on key financial metrics, and their insights have helped us make smarter, more confident business decisions. If you’re looking for a true financial partner that will help you increase profits and build long-term financial stability, Gilmer Consulting is the best in the business.

KPA Design & Build

  • Design & Build Company
Working with Gilmer Consulting has been a game-changer for Infinity Group Investments. As a real estate development firm, we needed more than just an accountant—we needed a true financial partner who could help us navigate complex financial decisions with confidence. From structuring our LLCs to optimizing cash flow, tax strategy, and tax preparation, Gilmer Consulting has provided invaluable expertise at every step. Their meticulous bookkeeping ensures we have real-time financial clarity, and their insights help us evaluate new opportunities with precision. What sets Gilmer Consulting apart is their boutique, high-touch approach. They don’t just handle our finances—they think strategically about our growth. Whether it’s assessing a new deal or fine-tuning our tax strategy, their team operates as an extension of our business, ensuring we maximize profits and minimize risk. If you’re in real estate and need more than just a number cruncher, Gilmer Consulting is the firm you want in your corner.

Infinity Group Investments

  • Real Estate Developer
Working with Gilmer consulting has been nothing short of a remarkable experience up to this point. As a very busy entrepreneur, always being on the go, I have the luxury of having trusted consultants in my corner. Aaron and his team are not only extremely communicative and reliable, but also try to position myself and my business the best they possibly can for me to succeed. Knowing this side of my business is taken care of has been critical to my growth and a huge relief as I continue to expand and get busier.

Roy Realty LLC

  • Real Estate Broker
Aaron-Gilmer

Founder & CEO, Gilmer Consulting, LLC

About Our Founder

Aaron Gilmer, CPA, MPAc

Background & Expertise

  • Licensed CPA specializing in finance, tax strategy and business advisory.
  • Former Big 4 accounting firm leader in asset management, bringing Fortune 100-level financial strategies to entrepreneurs and investors.
  • Real estate investor & developer, giving firsthand insight into financial challenges and opportunities.
  • Deep expertise in CFO services, bookkeeping, tax planning, and M&A due diligence to help businesses scale profitably.

Vision for Gilmer Consulting

  • To empower entrepreneurs and investors by simplifying financial management and providing actionable insights.
Our News And Articles

Finance Insights, Updates and Trends

Why Your Business Needs a CFO (Even If You’re Not a Big Corporation)

The Hidden Costs Killing Your Profit Margins (And How to Fix Them) 

Scaling Smart: Your Financial Roadmap for Growth 

Gross Margin & Pricing: How to Improve Gross Margin Without Raising Prices

Frequently Asked Questions

What services does Gilmer Consulting offer?

We provide bookkeeping, CFO services, tax strategy, and financial advisory to entrepreneurs, investors, and business owners. Our goal is to help clients increase profitability, reduce tax burdens, and make smarter financial decisions.

Who do you typically work with?

Our clients are entrepreneurs, real estate investors, and businesses in growing industries. While we have deep expertise in real estate, we also work with service-based businesses, consultants, and other high-growth companies that need financial clarity to scale.

What makes Gilmer Consulting different?
  1. 85% of our CFO clients increase profitability.
  2. Clients save an average of $10K–$50K in taxes.
  3. We help manage and optimize over $50M+ in client revenue.
  4. We leverage technology-driven finance solutions for real-time insights and smarter decision-making.
What’s the difference between bookkeeping, CFO services, and tax strategy?
  • Bookkeeping – Tracks income, expenses, and financial reports to keep your business organized.
  • CFO Services – Strategic financial planning, cash flow optimization, and profitability analysis to scale your business.
  • Tax Strategy – Advanced planning to legally minimize tax liability and maximize deductions.
Do I need to switch accountants to work with you?

Not necessarily. If you already have a CPA or bookkeeper, we can complement their work by providing higher-level financial strategy, tax optimization, and CFO-level insights.

How do your CFO services work?

Our CFO services are designed to be flexible and tailored to your needs. We analyze your financials, provide ongoing insights & reports, and help you make informed business decisions to increase profitability and cash flow.

What payroll software do you use?

We use Gusto for payroll management and integration with bookkeeping and CFO services. Gusto helps us streamline payroll, benefits, and compliance for our clients.

What’s the process to get started?

We follow a simple, structured process:

  1.  Discovery Call – We learn about your goals and challenges.
  2. Data Review – We collect financial data to assess your needs.
  3. Proposal & Plan – We present a custom service package.
  4. Onboarding & Setup – We integrate with your systems.
  5. Implementation & Strategy – We start optimizing your financials.
What technology do you use?

We use QuickBooks, Gusto, HubSpot, Fathom, and AI-powered tax planning tools to provide real-time financial clarity and forecasting.

What industries do you specialize in?

We work across multiple industries, with a strong focus on real estate investors, developers, and service-based businesses. We also support growing industries such as e-commerce, consulting, healthcare, and construction.

How do you charge for your services?

Our pricing is transparent and based on the level of service you need. We offer:

  • Bookkeeping – Flat monthly pricing
  • CFO Services – Custom pricing based on business complexity
  • Tax Strategy – Either a fixed fee or a percentage of tax savings

Ready to Transform Your Financial Operations?

Schedule a consultation to see how we can support your business growth and deliver you best results.

Apply to work with us
secondary-logo
We provide bookkeeping, CFO services, tax strategy, and financial advisory to entrepreneurs, investors, and business owners. Our goal is to help clients increase profitability, reduce tax burdens, and make smarter financial decisions.

Our Services

.01
CFO Services
.03
Accounting
.04
Tax Strategy

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+(508) 978-2428