CFO Services

We provide both growing and established organizations with experienced CFO-level talent at a fraction of the cost of a full-time employee.

Our EAs and consultants work on site, which allows us to immediately address time-sensitive financial concerns, mentor your staff, and help you make critical decisions.

What we offer within our CFO services includes:

  • Monthly Bookkeeping Services:  We prepare your financial statements and email you your profit and loss reports every single month.

  • Payroll Services:  We process pay stubs for you, prepare payroll returns, pay your payroll taxes for you, and prepare W-2 forms.

  • Sales Tax Services: We file your Sales tax returns and pay your sales taxes for you. We help you understand your sales tax so you are always compliant.

  • Estimated Tax Services: We calculate your estimated tax payments and make the payments on your behalf with your approval.

  • Tax Planning Services: We help you with tax planning strategies all year round based on your business trends.

  • Corporate Tax Returns: We file your corporate tax returns in a timely manner.

  • Individual Tax Returns: We file your individual tax returns in a timely manner.

  • Support: Phone & Email support: If you need help with something, or have a question, our offices are open M-F 9am to 6pm to assist all of our clients.

  • IRS & State notices: We take care of all IRS and State notices as well as responding to them on your behalf.

  • IRS Payment Plans or IRS Phone Calls: We will call the IRS for you and assist you with what you need.

  • 1099’S: We file all the 1099’s for you. You don’t need to do a thing!

  • Secured Portal: You have access to a secure portal where everything is stored.

  • Account Manager: You will be assigned to one account manager who in most cases will handle all of your finances.

  • Virtual CFO Services: All done for you.