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.