Where insights
meet income.
A CPA and a CMO solving
your most pressing
tax and growth challenges
Michaele M. Esdale, PhD, CPA, CFT
Founder & CEO
Daniel J. Esdale, MBA
President & Strategic Growth Advisor
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Tax Strategy
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Tax Preparation
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Individual Tax Returns
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Business & Entity Tax Services
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Partnership Tax Returns
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C-Corp Tax Returns
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S-Corp Tax Returns
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International & Expatriate Tax
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Entity Formation & Advisory
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Entities with Foreign Partners
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Trusts, Estates & Gifts
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Growth Marketing
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Branding
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Marketing Plans
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Fractional CMO
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Content Calendar
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Marketing Analytics
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Website Experience & Development
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Financial Therapy
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Lead Generation
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Social Media
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Digital Storytelling
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Revenue Optimization
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Strategic Planning
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Personal Branding
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Data Governance
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Fundraising & Grant Writing
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Life Transitions
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Culture Blueprint & Architecture
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Workshops & Retreats
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AI Adoption
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Operational Efficiency
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Scenario Mapping
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Program Assessments
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Keynote Speaking
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Nonprofit Board Capacity Building
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Event Planning & Management
| Tax Strategy | Tax Preparation | Individual Tax Returns | Business & Entity Tax Services | Partnership Tax Returns | C-Corp Tax Returns | S-Corp Tax Returns | International & Expatriate Tax | Entity Formation & Advisory | Entities with Foreign Partners | Trusts, Estates & Gifts | Growth Marketing | Branding | Marketing Plans | Fractional CMO | Content Calendar | Marketing Analytics | Website Experience & Development | Financial Therapy | Lead Generation | Social Media | Digital Storytelling | Revenue Optimization | Strategic Planning | Personal Branding | Data Governance | Fundraising & Grant Writing | Life Transitions | Culture Blueprint & Architecture | Workshops & Retreats | AI Adoption | Operational Efficiency | Scenario Mapping | Program Assessments | Keynote Speaking | Nonprofit Board Capacity Building | Event Planning & Management
“Fintuition” brings clarity to complex financial decisions
Your “fintuition” is how confident and empowered you feel when you make a financial decision. When you understand how values, emotions, and biases shape your choices around taxes and growth, clarity follows. Fintuition Advising supports businesses, nonprofits, and individuals with hands-on tax and growth strategy—so decisions feel clear, intentional, and aligned with what matters most.
Fintuition Services
Do you have an engaged relationship with your CPA? Michaele delivers a highly personalized, understanding and friendly approach that brings you comfort and peace of mind—elevating once-dreaded tax discussions into thoughtful, strategic conversations.
Tax Preparation
and Planning
Marketing isn’t decoration..it’s direction. When your audience and story are aligned, branding and content work together to attract the right customers—supported by a tech stack that captures leads. Let Dan help you turn authentic content into measurable growth.
Growth
Marketing
What if your relationship with money felt calm and intentional? Michaele’s holistic, empathetic approach to financial therapy helps you understand your relationship with money, reduce stress, and build healthier habits. Whether it’s a 1:1 or family engagement, let’s turn financial uncertainty into confidence!
Financial
Therapy
Fundraising is so much more than sending e-mails! With deep experience working alongside nonprofits, Fintuition provides guidance on goal feasibility, organizational alignment, donor engagement, event planning, and campaign execution.
Fundraising and Grant Writing
Tired of the strategic planning template? Through an approach grounded in real-world experience, Dan and Michaele partner with organizations to help leaders navigate complexity to make good decisions and build a clear path toward sustainable growth.
Strategic
Planning
Fintuition’s virtual and on-site workshops are designed around focused experiences that range from AI adoption, tax training, branding, and nonprofit board orientation. Each session delivers practical skills, strengthens alignment, and empowers teams to take action!
Workshops and
Team Retreats
The tax and marketing duo you never knew you needed!
We’re entrepreneurs who met in higher ed…Michaele as a professor, Dan as an administrator. Oh, and along the way, we got married, too. Michaele is a CPA, CFT, and PhD in Accounting who founded Fintuition Advising in 2023. Dan is an MBA who spent over a decade as a chief marketing officer before joining the firm in 2025. Together, we combine tax savvy and marketing strategy to tackle your biggest business challenges with clarity, creativity, and a little fun along the way.
From Our Clients…
Let’s kickstart your Fintuition
We partner with small business owners, nonprofit executives, individuals, families, and advisors. Whether you need tax preparation & planning, marketing guidance, strategic planning, fundraising guidance, or financial therapy, please reach out! Dan or Michaele will be in touch within 1–2 business days to discuss next steps.
Information submitted through this form will be used solely for the purpose for which it is provided and will not be sold, shared, or disclosed to any third party, except as required by law.
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Information submitted through this form will be used solely for the purpose for which it is provided and will not be sold, shared, or disclosed to any third party, except as required by law.