Empowering business integrity through financial clarity.
From Reactive to Ready
ABOUT
You’ve worked hard to build your business. Now it’s time to make sure your finances are working just as hard for you.
Most financial problems don’t start loud. They build quietly over time. Fortified Financials helps you see what’s coming before it becomes costly.
We simplify financial management into a clear system that protects against pitfalls, ensures record accuracy, and maintains audit readiness year-round.
No scrambling. No second-guessing. Just steady control and the confidence that comes from knowing you’re prepared.
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Proactive Tax Defense
Identify risks before the IRS does.
A former IRS professional reviews your past returns and financials to uncover red flags early and help you prevent costly penalties before they arise.
What's Included:
• Baseline Survey & Action Plan
• Targeted Deep Dive
• Ongoing Support
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Fractional Controller Services
High-level financial oversight without a full-time hire.
We provide strategic review, compliance monitoring, and reporting systems that keep your operations aligned and your decisions data-driven.
What's Included:
• Financial Health Assessment
• Strategic Oversight
• Compliance Monitoring
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Bookkeeping Services
Keep your books accurate, organized, and audit-ready.
We manage your day-to-day financial records with precision so you can focus on running your business, not reconciling it.
What's Included:
• Setup & Organization
• Ongoing Bookkeeping
• Audit Readiness
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Fortified Controllers Collective
An elite mastermind for controllers and bookkeepers.
A high-level professional community built exclusively for controllers and bookkeepers. Master AI workflows, cash-flow forecasting, and CEO-level financial insights.
What's Included:
• Monthly Mastermind Meetings
• Monthly Private Coaching
• Quarterly Deep-Dive Workshops
Experience You Can Trust
Scott Cruz
FOUNDER AND IRS PROFESSIONAL
Scott Cruz holds both a Bachelor’s and Master’s degree in Accounting. He began his professional career as a Finance Clerk at Laurelglen Bible Church, where he maintained the books and financial records. He later advanced to the role of Tax Preparer and Bookkeeper with Brennan-Millan & Company, where he deepened his expertise in finance and taxation.
Scott went on to serve as a Revenue Agent with the Internal Revenue Service (IRS), conducting audits of tax returns for individuals, small businesses, partnerships, and corporations (both C and S types). His time with the IRS greatly enhanced his ability to analyze complex financial statements and assess compliance across diverse entities.
Through these experiences, Scott recognized that many individuals and businesses struggle to maintain accurate financial records and fully understand their financial position. He also observed that relying solely on a CPA or accountant does not provide the same assurance as personally understanding one’s financial operations, a key factor in achieving long-term stability.
Scott believes that financial literacy is fundamental to both personal and organizational success. A clear understanding of finances enables informed decisions, reduces uncertainty, and promotes sustainable growth. Building on his years of auditing and advisory experience, Scott founded Fortified Financials to help business owners stay one step ahead of the IRS. Drawing on his insider expertise, he developed a proactive tax defense and financial management program designed to prevent problems before they arise, empowering clients with clarity, compliance, and control.
Fortified Financials is designed for small and medium-sized businesses ($1M–$50M in revenue) who understand that financial clarity isn't optional—it's essential.
Whether you're growing rapidly and need systems that scale, recovering from financial disorganization, or simply want the confidence that comes from knowing your books can withstand scrutiny, we provide the expertise and structure you need.
Who We Serve
Ideal for:
Businesses preparing for growth or investment
Companies seeking to prevent IRS complications
Organizations that want strategic financial insight without a full-time CFO
Firms recovering from bookkeeping chaos or compliance issues
Why Fortified Financials?
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IRS Insider Expertise
Founded by a former IRS Revenue Agent who knows exactly what triggers audits and how to avoid them.
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Proactive, Not Reactive
We identify and resolve issues before they become expensive problems, keeping you ahead of compliance deadlines and audit risks.
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Clarity & Control
No jargon. No surprises. Just clear financial systems that give you confidence in every business decision.
Fortified Financials FAQs
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No service can guarantee that. What Fortified Financials does is reduce your audit risk by helping you correct inconsistencies, organize documentation, and understand how the IRS reviews filings.
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Small to mid-sized businesses with $1M–$50M in revenue looking to strengthen compliance and build long-term financial stability.
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Most CPAs focus on filing taxes correctly and on time. A proactive review goes deeper — looking at patterns, red flags, and potential risk areas from an IRS perspective. It’s prevention, not reaction.
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We provide bookkeeping as part of our service offerings but do not file taxes. Instead, we ensure your books and records are clean, accurate, and ready for seamless filing with your CPA or tax preparer.
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All client data is handled through encrypted, SOC 2-compliant systems. Files are transmitted through secure portals, and all engagements are protected under strict confidentiality agreements.
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Yes. We can coordinate with your current accounting professionals to strengthen systems, improve communication, and ensure consistent, compliant financial reporting.
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No. Fortified Financials is a preventive service, not legal representation. The goal is to identify potential audit triggers early and help you correct or strengthen your records before the IRS ever reaches out.
CONTACT
Fortify your finances before the storm hits.
We’re here to help you identify risks, strengthen your systems, and run your business with confidence.
Fill out the form or email scott@integrate3p.com.