Virtual CFO

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.

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We Offer

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 process pay stubs for you, prepare payroll returns, pay your payroll taxes for you, and prepare W-2 forms.

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.

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