Stuart Wilson, ACMA CGMA Fractional CFO & Controller · AICPA Member
Oregon has no general sales tax, but its Corporate Activity Tax (CAT) — a 0.57% tax on commercial activity over $1M — and one of the highest personal income tax rates in the nation (up to 9.9%) create a unique tax environment. Home to Nike, Intel, and the Silicon Forest, Oregon demands financial leadership that maximizes its structural advantages. BlackpeakCFO delivers it, led by a CGMA with 24 years in professional finance.
No contracts · Cancel anytime · From $3,995/mo
Oregon's CAT imposes a 0.57% tax on commercial activity over $1M with a 35% subtraction for cost of goods sold or labor costs. We optimize your subtraction calculations and manage quarterly filings.
Oregon's lack of sales tax benefits retail, e-commerce, and distribution businesses. We help you structure operations to maximize this advantage while managing CAT and income tax obligations.
Portland's tech cluster — Intel, Nike, and hundreds of startups — needs sophisticated financial management. We provide growth-stage financial leadership, fundraising support, and board-ready reporting.
Oregon's top personal rate of 9.9% and top corporate rate of 7.6% demand careful income planning. We structure compensation, distributions, and timing to minimize your effective rate.
Everything a full-time CFO delivers — without the $250K salary.
Full P&L, balance sheet, cash flow statement. US GAAP-compliant. Board-ready with variance commentary — not a raw trial balance.
Revenue, gross margin, AR days, AP days, cash runway, burn rate. Updated live. Know where you stand before month-end.
Rolling weekly cash forecast with scenario modelling. The document lenders and investors ask for — always current.
We manage Oregon's Corporate Activity Tax, high personal income tax planning, and financial strategy for businesses benefiting from Oregon's no-sales-tax environment.
45-minute call to review the numbers, flag risks, discuss opportunities. Like having a CFO in the room without the full-time overhead.
Monthly variance analysis so you know exactly where you're over or under plan — before it becomes a problem.
No contracts. No hidden fees. Cancel with 30 days' notice.
Monthly management accounts, bank reconciliation, compliance tracking
Full strategic CFO — for businesses scaling past $5M
Multi-entity, M&A-ready, investor reporting
Quarterly CAT filings on commercial activity over $1M at 0.57%, with optimal calculation of the 35% labor/COGS subtraction.
Oregon's corporate income tax at rates from 6.6% to 7.6% on taxable income over $1M, including apportionment.
Portland Metro's 1% income tax on taxable income over $125K (single) for residents and workers in the Metro district.
State income tax withholding across progressive brackets, transit district taxes, and quarterly filings.
Filing the Oregon annual report with the Secretary of State to maintain corporate good standing.
Intel, Nike's tech operations, and hundreds of startups define Portland's tech scene. We provide growth-stage financial leadership, fundraising strategy, and IP-valuation support.
Oregon's timber industry remains significant. We manage harvest-cycle financial planning, stumpage cost accounting, and reforestation investment analysis.
Oregon's wineries, nurseries, and crop production generate billions. We handle seasonal cash-flow management and agricultural financial planning.
Nike, Columbia, and Adidas North America call Oregon home. We provide supply-chain financial management and brand-licensing cost analysis.
Oregon's manufacturing spans semiconductors to food processing. We deliver cost-center accounting and capital project financial management.
OHSU, Providence, and Legacy Health serve the state. We provide revenue-cycle management and healthcare financial strategy.
The CAT is a 0.57% tax on Oregon commercial activity over $1M, with a $250 flat tax for activity between $750K and $1M. You can subtract 35% of your greater of cost of goods sold or labor costs. We optimize your subtraction calculation and manage quarterly filings to minimize your CAT liability.
Absolutely — and we work alongside your CPA rather than replacing them. Your CPA handles tax preparation and filing, while we provide strategic financial leadership, forecasting, and day-to-day financial oversight. Most clients find this combination delivers both compliance accuracy and forward-looking financial strategy.
Without sales tax, Oregon businesses avoid collection and remittance compliance costs, and consumer purchases are more affordable. This particularly benefits retail, e-commerce, and direct-to-consumer businesses. We structure operations to maximize this advantage while managing CAT and income tax.
Businesses generating $1M–$30M in revenue see the greatest impact. You need real financial strategy but may not justify a full-time CFO. Our fractional model provides that expertise.
Most engagements begin within two weeks of signing. We use a structured onboarding process to get up to speed on your financials, systems, and goals so we can deliver value from day one.
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30-minute discovery call. We'll review your current setup, identify gaps, and show you exactly what your management accounts should look like. No pitch — just proof.
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